Hi. I am Betsy. I have worked in the retirement plan and banking industry for almost 25 years after graduating with a bachelor’s degree of Science in Finance from Quincy University.
I love getting to know people and helping answer their retirement plan and personal finance questions in a simplified way. I married my high school sweetheart, Tony. We have boy/girl twins and two Vizsla pups.
I was born in St. Louis, but have lived most of my life in Quincy, IL. In addition to my work at PurposePath, I am also a certified life coach. A typical day for me outside of work involves talking with God, keeping a positive outlook, essential oils, eating healthy, walking our dogs, being outside as much as possible, attentively tuning into youth baseball, dance, track, and family time. Oh, and I am completely deaf in my right ear, and my right equilibrium no longer functions due to a virus, but I defied all odds and came out stronger physically and faithfully.

I am:
Why is this important for clients?
I am slower paced, people oriented, relational, and supportive. I consider how other people feel above self-interests and am team-oriented with a focus on the feelings of others. I am also kind, friendly, excitable, compassionate, fun, easygoing, optimistic, and imaginative.
My personality helps me serve clients at PurposePath Capital by deeply caring about the person and truly wanting the best for others. I am able to show people their potential in a caring and welcoming environment.