What is your story? I want to hear what makes you and your life goals unique. Before any financial discussion takes place, I need to know your situation and what's important to you. Through that process, my clients experience a relationship-driven approach to a customized strategy that helps them achieve their financial goals and life dreams.
Originally from Beaumont, TX, I have lived in several other states and a few years in British Columbia, Canada. I hold a Bachelor of Arts degree in Russian - summa cum laude. This blend of cultures that I've experienced gives me great interest and insight into people of all ages and backgrounds. I love getting to know people, helping them understand a somewhat boring and complicated world of investing, and then partnering with them throughout life to help keep them on track.
Outside of work, I can be found reading, or spending time with my wonderful family and friends.
If building a relationship with your financial advisor sounds ideal for you, I would love to meet you.
- Business Retirement Plans
- Divorce Finances
- Retirement Savings Strategies
- Wealth Strategies
- New Investors
- Entrepreneurs & Business Owners
My Personal Interests
- Wine Collecting/Enthusiast
Phone NumberBeth McCrackin at (469) 314-8273
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