Beth Macedo

Beth joined the firm in 2015 and is based in our Phoenix office, bringing in more than four decades of experience in the financial services industry. She first started in the Phoenix brokerage office of Transamerica where she learned the benefits and intricacies of using life insurance for business and estate planning. After Transamerica, she further developed her knowledge and experience at Prudential and Northwestern Mutual Life before spending over 11 years with a firm specializing in pensions and retirement planning and their integration in overall financial planning.

Beth and her husband, Jeff, support several non-profits focused on animal welfare and enjoy restoring cars and motorcycles, good books and music, and travel near and far.