Beth Price

Director of Operations/Advisory Operations Team Lead

Beth Price - Michigan

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About Beth

With responsibility for the day-to-day operations, and direct client contact, my job is to help ensure that IWA runs smoothly and that clients have a wonderful operational experience. This means everything from client service to client events, client communications to compliance, and much more. 

For someone originally trained as a teacher, it’s an interesting place to land. Prior to joining Intentional Wealth Advisors, I split my time teaching middle school math and being a school principal but found that I was ready to try something new. I heard about an opening at Brian’s office and thought it might be a good fit for the next stage of my life. 

What I loved about teaching math was encouraging students to recognize their successes and to see themselves as capable. I enjoy taking something that many people find challenging and making it accessible to them in a language they can understand. I find myself doing the same here with our clients. When clients call with concerns or questions, I like to find solutions, and present them in a way that feels easy. It is a great feeling to find solutions for a client or the office just as it was for my students and team of teachers at school. 

Bold and adventurous are words people have used to describe me. I try to deny that I’m competitive, but that, too, applies. I like to accomplish hard things, to learn new things and to push myself. In 2020 I recruited a couple of friends to peak three ‘fourteeners’, mountains above 14,000 ft in elevation, in a week.  It was breathtakingly beautiful and tough, and we did it!  

I am a map reader and puzzler. I can see the big picture at the same time as I am figuring out the finer details of how to get to the destination. If I think of my life as a whole, I think this theme comes through in everything I do: family, work, volunteering, adventuring. I think the same is true at IWA. I can get involved in the details but also like to help contribute to the culture, build relationships, and set our sights on something bigger. 

My husband and I have three grown children, including a set of twins. Outside of work I love spending time with my family and volunteering with Young Life, a Christian youth organization. As a family we love to spend time together adventuring in the outdoors or relaxing at my parents’ cottage. I think what I appreciate most about Beck Bode is this same commitment to family, health, and overall well-being.

  • I recently started weightlifting for the first time ever
  • I have climbed two 14,000 ft peaks in one day

Investment advice offered through Beck Bode, LLC, a registered investment advisor.
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Beck Bode or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s)) may be suitable for your portfolio or individual situation, or prove successful. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Beck Bode.