Maribeth graduated with honors, cum laude, from the University of Central Florida, where she obtained a Bachelor of Science degree in Finance. Her natural aptitude for numbers, combined with her previous experience in Revenue Management within the hospitality industry, perfectly aligns with her role at Integrated Wealth Solutions (IWS).

Drawing from her successful career in a people-centric industry, Maribeth recognized the opportunity to apply her skills in building relationships to the field of financial planning. Motivated by her passion for helping others, she made the transition to the financial planning sector, leveraging her expertise to contribute to the growth and success of IWS.

Within IWS, Maribeth serves as the concierge for ultra-high-net-worth families, undertaking essential responsibilities. This includes facilitating client organization through the IWS Site, providing support for investment and planning operations, and overseeing various processes to ensure seamless operations.

Residing in Melbourne, Maribeth finds solace in the company of a good book, appreciating the serene atmosphere of the beach, and cherishing valuable moments spent with her family.