Beth Sharpe-Verdugo

Beth Sharpe-Verdugo serves as a Partner and National Managing Director at Creative Planning Inc., where comprehensive wealth management services are provided, including investment management, financial planning, and estate planning. With experience since November 2014, Beth also functions as a Private Wealth Manager, working directly with clients to develop tailored financial strategies. Previously, Beth held various roles at BAM Advisor Services focusing on development programs for advisory firms and at Buckingham Asset Management as a CRM Business Analyst. Beth's educational background includes a B.S. in Psychology from Indiana University Bloomington.