Beth Gatlin, FPQP ®

What is your favorite vacation you have ever been on?

Wow, so many good ones to choose from…. two years ago, we went on our first Viking River Cruise from Budapest to Prague and it was amazing. Prague is one of the most beautiful cities in the Czech Republic. The history, the scenery that we were able to enjoy traveling on the Danube River was something we will never forget. 

The best piece of advice I have ever been given is...

Let go and let God.

Are you an early bird or a night owl?

I am a night owl but I’m working on being an early bird. 

Beth has worked in the financial services industry since 2009 and recently earned her Financial Paraplanner Qualified Professional from the College for Financial Planning. As a Client Service Specialist, she is responsible for the overall flow of  business and oversees account management ensuring all administrative aspects of the financial plan are up to date, as well as helping clients feel like family.

She and her husband, Vernon, share two grown daughters and one grown son, as well as five grandchildren – three boys, two girls, and one very spoiled dog named Miss Harper. In their free time, they enjoy spending time with friends and family, volunteering and traveling. Their next trips are Washington, DC and Europe!