When Bethany isn’t spending time with parents and her mischievous miniature poodle, J.B., she’s cruising to yet another Caribbean island. In fact, she’s already visited 28 (just don’t ask her to pick a favorite). When she’s not sailing tropical waters and snorkeling exotic reefs, you can find Bethany perfecting her photography skills or spending countless hours sunbathing on her favorite Florida beach.
As the Executive Assistant, she is often the first point of contact to our clients and visitors, making sure they are well cared for, so it’s no surprise she has earned the title “Director of First Impressions.” She helps clients feel comfortable with us and in their investments by setting up appointments and welcoming everyone who walks through our front door!
Bethany joined CPS Investment Advisors in 2015 after moving back to Lakeland from Dallas, Texas, where she earned her B.A. at the University of Texas at Dallas. Her main job duties are answering the phone, greeting clients and scheduling meetings for our Partners and Financial Advisors.