Who We Are

Beth Morris

Client Service Administrator

Beth graduated Magna Cum Laude from Northeastern Illinois University with a Bachelor of Arts degree in Economics. She spent several years working in the machine tool industry preparing project proposals for the sales force, until her husband’s career moved their family to several locations across the country.

Beth is married with three children. She enjoys travel, tennis, biking and watching her children’s various sporting activities. She is active in her church as a Deacon and Children and Youth volunteer.

Youth volunteer



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SERVICE OFFERING
Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
 
$5,000 - $350,000

Pay Separately

 
 
 
 
 
$350,000 - $2,500,000
 
 
> $2,500,000