LPL Financial Registered Sales Assistant
Beth has worked with Luther since 2000 and is the LPL Registered Sales Assistant at Infinity Wealth Alliance. Her responsibilities include controlling the day-to-day office operations, completing securities trades for the office and supporting our clients with the personal high-level service they have come to expect.
She is also responsible for opening new accounts, assisting clients with beneficiary changes, contributions & distributions, and helping clients with administrative questions and concerns. She assists in preparing and updating client accounts prior to reviews, and schedules appointments. Beth’s extensive knowledge and experience has been extremely valuable to clients and the team. She holds her Series 7 and 63 securities registrations through LPL Financial and her Minnesota Insurance license.
Beth grew up in Detroit Lakes, Minnesota, and graduated from Minnesota State University Moorhead with a bachelor’s degree in Business Administration. She lives in Burnsville with her husband Deryk. They have two daughters and a son-in-law. Outside of work she enjoys spending time with her family, getting together with a women’s church group on a weekly basis and reading.
GETTING TO KNOW BETH
Favorite Holiday: Christmas
Favorite Team: MN Wild
Places she would like to visit: Hawaii & Norway
Hidden Talent: She taught cake decorating classes