Bio
Beth has been in the financial services industry since 2005, and most recently worked at Osaic as Advisory Operations Director for their corporate RIA, Osaic Advisory Services. Before that, she worked at Buckingham Wealth Partners for 13 years. At Buckingham, Beth spent the first ten years on the TAMP side of the business before moving to the RIA side in 2019. As Director of Client Service for Buckingham Strategic Wealth, she was always looking for ways to enhance the experience that clients have with Buckingham and improve processes to help relationships run more smoothly. In her role, Beth managed members of the Buckingham client service team who supported offices throughout the country. She was also the client service support for the firm’s largest advisor for the last eight years.
Beth grew up and lives in the San Jose, California area. She earned a bachelor’s degree in business administration from California Polytechnic University, San Luis Obispo. Beth has been a member of the Junior League of San Jose since 2006. She previously has held several leadership and board roles with the organization, including communications director, executive vice president, and vice president finance. She enjoys watching reality TV, knitting, and volunteering.
Beth Brigadier
Director of Advisor Services
Paul Vella
Investment Analyst
Jill Isbell, CFP® CFP®
Senior Financial Planner
Yenni Cheshire, FPQP®
Client Services Associate
Zach Mohr
Advisor
John Mortola
Financial Consultant
Ted Albrecht CFP
Financial Advisor
Sheila Meneses
Client Services Manager