M. BETH SCHULTE, CPA, MBA
Beth developed an interest in health, wellness and nutrition over twenty years ago. She had always been an athlete, dancer, Pilates, spinning and yoga instructor and strength trainer. She noted that she was no longer seeing improvements and that her muscle mass was declining and body fat increasing.
She has recently become interested in the benefits and the positive health effect of a plant based diet and is currently undergoing certification in plant based nutrition from Cornel University.
Beth brings over 25 years of experience as financial advisor and advocate working with families, small companies, and institutions to preserve and enlarge their assets according to strategic, objective- focused financial plans.
Beth currently is owner and principle of a local CPA Firm and is CFO of a Registered Adviser, an international investment advisory firm, where she has assisted in presentations at national conferences on Asset Protection and lending opportunities.
Beth served for 4 years as a Vice President of Finance and Chief Financial Officer for RehabCare Group’s Outpatient Division. Subsequent to RehabCare, she was VP and CFO for a healthcare managed service organization managing 40 physician practices.
Her financial foundation contains over six years of experience with “Big Four” Accounting Firms of KPMG & Ernst & Young. During her tenure at Ernst & Young, Beth’s investment practice grew through intimately working with families saving for retirement, college for their children, and orchestrating educational investment seminars for the general public.
She earned a Master Business Administration and a Bachelor of Science in Business Administration in Accounting at St. Louis University. Beth has been licensed as a CPA since 1987. She holds her Series 65 investment registrations with the NASD regulatory agency. She holds her Life and Health, Property and Casualty Insurances Licenses in the state of Missouri. |
