About Beth French

Beth French has specialized in helping clients to Protect, Preserve, and Prosper their Circle of Wealth* for over two decades. She continues her memberships in the local chamber of commerce,  the National Association of Insurance & Financial Advisors and Fi360, a fiduciary education, training, and tech company. In June 2023 Beth enthusiastically transferred care and servicing of many of her fabulous investment clients to her capable business partner, Joel Nelson, CFP.®

A lifelong resident of Delta County in Colorado, Beth is active in her community supporting various charities.  She has transitioned from coaching high school Cross Country and officiating high school Track and Field meets.  She's now active in a horse trail riding club and continues regular exercise. Beth graduated with a BA in English and gained 10 years experience in mechanical contracting before discovering her true passion. 

Beth has three loves in her life: her family, her animals and seeing her clients continue to grow financially.