Beth Nordby

Beth joined the firm in 2013 in the Arizona offices, bringing with her years of experience in customer service. She spent seven years with American Express and most recently worked at a Scottsdale CPA firm for four years.

Beth currently holds a Life and Health Insurance license for Arizona. She earned the Progressive Ongoing Education Award for Wealth Management Assistants from our broker-dealer, Avantax Wealth Management, six years in a row. Attaining this award requires ongoing education and demonstration of understanding the financial planning topics covered.

When not at work, Beth likes to spend time with her husband and daughter.