Beth Leake
Beth brought a broad range of experience with her when she joined the firm as a Financial Paraplanner. Following 15+ years in the real estate industry as a sales agent and property appraiser, she transitioned to the legal field where she served for 10+ years as the firm administrator in a law firm that specialized in tax controversy and litigation. It is there that she obtained her IRS Enrolled Agent designation which enabled her to represent clients directly with the IRS to advocate on their behalf. Beth is also a Registered Social Security Analyst.
