120 West Center Street
Conrad, IA 50621
Mary Beth attended school at Valdosta State University in Valdosta, Georgia, and graduated with a BFA degree, majoring in Interior Design. She worked as a Senior Design Project Coordinator in the healthcare industry until 2014 when she switched to a career in retail banking. She moved into Investment Services in 2016.
Mary Beth holds her Series 6, Series 7, Series 63, and Series 65 Securities Registrations through LPL Financial, and Life/Health Insurance Licenses as well. She works from our Conrad, Iowa location and supports client needs across the North Region of Iowa, including Belle Plaine, Melbourne, Parkersburg, and Cedar Falls/Waterloo. Mary Beth enjoys one-on-one discussions on the different types of IRA’s, 403b Plans and SIMPLE IRAs, education savings plan options, and life insurance. She also takes particular interest in educating new investors about the basics of the industry.
Mary Beth was married in 2005 and her husband is an FAA IA mechanic in general aviation. They have 2 young daughters that she loves cooking and baking with. They also enjoy spending time at home with their pets and taking cross-country road trips to vacation with family. She volunteers on the Conrad Public Library Foundation Board and community events throughout the year.