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Beth McKinley

Thrivent

Linked to Powell, Patti
 

Member profile details

First name
Beth
Last name
McKinley
Company
Thrivent
Phone
717-500-3509
Description
Beth (she/her) has been with Thrivent for more than five years and joined Roots Financial Group in 2022. Prior to Thrivent, she spent 15 years working as a donor advisor for a variety of regional, national and international non-profit organizations. Her extensive background in charitable gift planning made her transition to financial services a natural one.

Beth provides dedicated planning services to clients and is focused on serving those who want to include giving in their financial plan. She also specializes in helping women feel confident in their financial future and as an Affirming Advisor (AA), Beth prioritizes the needs of the LGBTQ+ community and allies. Additionally, is a Certified Exit Planning Advisor (CEPA), and enjoys working with Small Business Owners who are on the journey to discover their next adventure.

Beth has a long history of giving back with her time and as a donor to a variety causes. Currently, she is a Member of the Board of Directors for YWCA of Carlisle and Cumberland County and serves on their Fund Development Commitee. She is also a member of TransCentralPA, the Keystone Business Alliance (the LGBT Chamber of Commerce in Central PA) and the Carlisle Chamber of Commerce. She has also recently served as a volunteer for the Fund for Women and Girls at TFEC, Project SHARE, and various other non-profits in the region.
Pronouns
She/Her
 

Personal information

Job title
Associate Wealth Advisor
Website
connect.thrivent.com/roots-financial-group
 

Contact data

Category
  • Financial Services and Planning
Photo

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