Executive Assistant
When Bethany isn’t spending time with parents and her miniature poodle, J.B., she’s cruising to yet another Caribbean island. In fact, she’s already visited 28 (just don’t ask her to pick a favorite) and her new obsession is Hawaii. When she’s not sailing tropical waters and snorkeling exotic reefs, you can find Bethany perfecting her photography skills or relaxing on her favorite Florida beach.
As the Executive Assistant, she is often the first point of contact to our clients and visitors, making sure they are well cared for, so it’s no surprise she has earned the title “Director of First Impressions.” From the initial call to CPS to scheduling a first meeting with an advisor and beyond, her goal is to make the process as seamless as possible and for all visitors to feel comfortable and welcome.
Bethany joined CPS Investment Advisors in 2015 after moving back to Lakeland from Dallas, Texas, where she earned her B.A. at the University of Texas at Dallas. Her main job duties are greeting clients, scheduling meetings and coordinating calendars and conference rooms for our Partners and Financial Advisors, answering the phone and manning the front desk. She keeps the lobby clean, converts paper documents to electronic format and takes on a variety of other clerical duties as needed.