Beth is a co‐owner and co‐founder of Gateway Financial. Since Gateway’s inception in 1982, Beth has been responsible for the development and implementation of firm‐wide strategies that support Gateway’s mission ‐ to shift the paradigm of a client’s insurance experience from a transactional event to a trusting, meaningful and lasting relationship among the client, their advisors and Gateway Financial for the client’s lifetime. As a result of Beth’s leadership initiatives, Gateway’s insurance acquisition process is consultative and educational, clients have access to highly competitive insurance products, client underwriting offers (and thus pricing) is optimized and clients understand the insurance they own and how it is performing on an ongoing basis.With over 35 years of technical knowledge and a strong background in the legal, accounting and tax issues pertaining to insurance solutions, Beth also leads and oversees Gateway’s insurance proposal development and implementation team. Beth is frequently invited to speak at industry conferences on topics ranging from split‐dollar funding/rescue techniques and supplemental executive benefit plans to the operational efficiencies of insurance firms.