Marybeth joined the firm as a Financial Planning Associate in 2023.  Her responsibilities include preparing client deliverables such as net worth statements and cash flow reports while utilizing her experience with eMoney Advisor software to input and evaluate the clients’ financial plans.

Prior to joining Clearstead, Marybeth served as the Financial Planning Team Lead for a local wealth management firm where she also earned her FPQP® designation (Financial Paraplanner Qualified Professional).  She received her degree in English Literature from Kent State University and has worked in the accounting/finance field throughout her career.