Betsy combines her more than 30 years of institutional consulting and wealth management experience to deliver broad-based wealth advisory services to corporate executives, business owners and retirees. She has more than 30 years of experience servicing the needs of many top executives and as a fiduciary consultant to retirement plans.
While the group has worked together for over 15 years, Betsy, with her partners formally founded BMR Retirement Group in 2018, joining forces with Concurrent Investment Advisors at that time. As a managing partner, she is responsible for managing the firm and working with institutional clients in support of their retirement plans and with individual clients to build a secure financial future through retirement, investment, estate, cash flow, and tax planning.
Betsy has a bachelor’s degree in Economics from the University of Michigan, and an MBA in Finance from Northwood University. She has earned her Certified Plan Fiduciary Advisor (CPFA) designation issued by the National Association of Plan Advisors (NAPA), which demonstrates a knowledge, expertise, and commitment to working with retirement plans.
Betsy enjoys spending time and travelling with her two children. She likes being outdoors and spending time in nature at her cottage in Northern Michigan. She enjoys good wine and good friends.