Beth Long

Client Service Manager

Beth joined the firm in 2026 as a Client Service Manager, bringing 30 years of administrative experience in the financial planning industry. She has supported clients across customer service, underwriting, succession planning, retirement planning, and estate planning, and she holds a Life, Health, and Annuities license. Beth is a graduate of Harcum College.

Outside of work, Beth enjoys spending time with her husband, Chad, their four children, and three dogs. She has a passion for cooking and baking and resides in Morgantown, PA.