Beth Stenz

Background

About Beth Stenz

In my time as financial advisor, I've learned that the only constant is change. Well, that and taxes (and maybe your cousin's unsolicited investment advice at Thanksgiving when you're just trying to grab seconds). It is a privilege to partner with clients through life's pivotal moments, building purpose-driven plans rooted in integrity. Everyone deserves the luxury that comes from feeling understood, empowered, and in control of their destiny and legacy. Our practice is tailored to clients with sophisticated needs and complex compensation. I've developed deep insight into the unique dynamics of the sports and entertainment world through years of experience working with professional athletes, coaches, agents and agency owners, entertainers, creators- and the next generation of athletes navigating Name Image and Likeness (NIL). I am also an NFLPA Registered Player Financial Advisor and hold the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA®) to ensure I am qualified to serve those niche needs. My role? Helping clients turn highlight-reel opportunities into long term wins- without fumbles on overspending, under protecting, or unnecessary exposure through planning not done with privacy and confidentiality in mind. Beyond sports and entertainment, we partner with business owners, entrepreneurs, and executives who require thoughtful exit planning or wish to strategically invest through their companies. I deliver financial planning designed to address comprehensive needs, while maintaining advanced designations to stay at the forefront of evolving tax laws, estate strategies and regulatory changes. In English, we make sure your money is as smart as you are. To deliver our signature experience of life-centered wealth strategies, we bring together CPAs, attorneys, agents, business managers, valuation experts, investment bankers and more into what we call a virtual family office. Translation: your team works together in collaboration, instead of playing tug-of-war with your future. My mission is simple: to help clients throughout their lives by preparing them for the unexpected and planning bright futures for a life well-lived and long-remembered. I'm grateful for the opportunity to share industry insights and financial education, and have been invited to contribute to local and national TV, news outlets, podcasts and For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see