Beth Mohney
Paraplanner
Department: Internal Operations
Experience: Financial services since 2021
Education: Bachelor of Science in Psychology from Baker University; Master of Social Welfare from the University of Kansas
As a financial assistant, Beth prepares for client meetings, takes notes during meetings, completes follow-up items and client requests, generates paperwork for new accounts, and helps facilitate contributions/distribution requests. Beth entered the financial services industry in November 2021 when she started working at Fiser Group in Lenexa, Kansas, which Modern Wealth acquired in 2024.
Prior to joining the financial services sector, Beth was a licensed social worker for a retirement community in the Kansas City area. Beth and her husband, Brent, have two kids, Brooke and Jackson, and a crazy German Shorthaired Pointer named Waylon. They live in Shawnee, Kansas, where Beth was born and raised. Beth loves spending time with family, being outside, and practicing yoga.