Experience and Expertise
Bethany has over 17 years experience working with retirement plans, focusing on defined contribution plans. She works with plan sponsors to design plans to meet their individual needs and assists them with the day to day maintenance of the plan including the annual compliance work and keeping the plan document up to date with current legislation.
Bethany has worked in public accounting since 2012. Her primary focus has been tax compliance with closely held businesses, individuals, estates and trusts. Her expertise includes estates and trusts.
Certifications, Memberships, and Involvement
- Certified Pension Consultant (CPC)
- American Society of Pension Professionals & Actuaries (ASPPA), member
- B.S. Accounting, LeTourneau University
When not in the office you can find Bethany...
…spending time with family or traveling.