Beth Anne Allen understands that helping clients with their financial and budget needs begins with building strong, lasting partnerships. She focuses on listening to each client because she believes everyone’s needs and financial goals for the future are unique. As a Financial Coach for Whitaker-Myers Wealth Managers, she puts her clients and their needs first.
As a Financial Coach, Beth Anne helps clients achieve their money goals, including saving more, spending smarter, paying off debt, and feeling more comfortable and confident with money management. She shares this information through one-on-one coaching sessions. To become a financial coach Beth Anne completed a rigorous online training program through Ramsey Solutions.
Before joining Whitaker-Myers Wealth Managers, Beth Anne worked inside her home caring for all aspects of the household from schedules to meal planning to budgets.
Beth Anne lives in Wooster, Ohio with her husband, Nick, two daughters, Evie Mae and Maggie Jane, and dog, Arnie. Beth Anne enjoys gardening, cooking, and traveling with her family.