Mary Beth Hodges
Mary Beth Hodges joined the team in 2015. She is a liaison between clients and the practice’s managing directors. She is responsible for the preparation of client meetings, maintaining client data and ensuring that clients’ needs are met on a personalized level.
Mary Beth graduated cum laude from Clemson University with a degree in special education. She transitioned into the financial planning field through her previous role at Spinosa Wealth Management Group in Louisiana, where she assisted the advisors and staff with new account processing and meeting client needs.
Mary Beth and her husband, Conner, live in Birmingham, Alabama, with their son and twin daughters. Mary Beth and Conner are both active members of Homewood Community Church.