Client Advisory

Biography

Bethany is a Senior Associate in the Elizabethtown office. She is responsible for assisting with tax preparation for both businesses and individuals as well as providing other business advisory services.

Prior to joining Cerity Partners, Bethany served as a Tax Advisor at ARGI Financial Group, where she had been employed since 2011 after a merger with Stiles, Carter & Associates. At ARGI, she provided tax advisory services to both individual and business clients.

Education

  • B.S. in Accounting from Western Kentucky University

Connect with Bethany

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.