Beth is a graduate of Pennsylvania State University and a holds a Masters in Business Administration from the New Mexico Highlands University. She has been with the firm since January, 1995. During her career, she has conducted business valuations for gift and estate tax planning, charitable contributions, divorces, litigation support, expert witness testimony, shareholder disputes, buy-sell agreements, and the sale/acquisition of businesses.

She obtained her ABV (Accredited in Business Valuation) designation from the AICPA in February 2000, and her CVA (Certified Valuation Analyst) certification from the National Association of Certified Valuation Analysts in February 2001. She obtained her CFP designation (Certified Financial Planner) in 1993. She is a member of the American Institute of CPAs, the Ohio Society of CPAs, and the Dayton Chapter of the International Association of Financial Planners.