About Beth

Beth started her career at the former Bank of Lancaster County where she spent nine years as head teller and human resource trainer. In 1998 she joined Wheatland Advisors, Investment Advisory firm where she serves as the administrative assistant. She is a graduate of Lancaster Catholic High School and furthered her education at Millersville University while also taking courses through The American Institute of Banking. She lives in Manheim Township with her husband and two daughters.



The American Association of Daily Money Managers is a national membership organization representing individuals and businesses in the growing profession of daily money management. These professionals provide financial services to seniors and older adults, people with disabilities, busy professionals, high net worth individuals, small businesses and others. AADMM's mission is to support daily money management services in an ethical manner, to provide information and education to members and the public, and to develop a network of dedicated professionals.

Learn more if a Daily Money Manger is right for your financial situation >

Code of Ethics

The American Association of Daily Money Managers is committed to promoting high standards of client services provided by its members.

Read about the official Code of Ethics >