Beth is a Consultant who works primarily with our institutional clients. She works on all aspects of the client relationship, including plan design and investment policy development, investment manager review and due diligence, and ongoing portfolio analysis and performance evaluation. Beth has over 10 years of experience in the financial services arena, where she has worked as an Investment Advisor Analyst for the Investment Management Consulting group at A.G. Edwards & Sons, as Vice President of Operations at Meramec Valley Bank, and as a Bank Examiner for the Missouri Division of Finance. Beth earned her Bachelor of Arts degree in Finance from Truman State University and her MBA from Webster University. She is a holder of the Charter Financial Analyst designation and is a member of the CFA Society of St. Louis and the CFA Institute.