Bethany has been working with individuals, families and businesses on the Cape and Martha's Vineyard since 2007 after working in Boston for many years at Fidelity Investments. She has 20 years of industry experience in various roles including financial advisor and trust officer. She has also worked as a planned giving officer for Children’s Hospital Boston. Bethany has a Bachelor of Arts degree from Saint Michael’s College and holds her series 7, 63 and 66 registrations with LPL Financial as well as life and health insurance licenses.
Bethany lives in Sandwich with her husband Jim and their twins. She has served as a mentor for children in need and volunteers her time at the local schools. She is an active member of the Falmouth Rotary and serves as an Impact Team Member for the Cape and Islands United Way. Bethany is available to meet with clients on Martha's Vineyard, Falmouth and the Upper Cape.