BETH BRIGADIER

With nearly two decades of experience in financial services, Beth brings deep expertise and a client-first mindset to every relationship. Prior to joining our team, she held leadership roles at Osaic and Buckingham Wealth Partners, where she focused on enhancing the client experience and streamlining service operations across the country. At Buckingham, Beth spent over a decade supporting both the TAMP and RIA sides of the business and worked closely with some of the firm’s largest advisory teams. Her passion lies in making financial relationships feel seamless, supportive, and thoughtfully managed.

Beth grew up and lives in the San Jose, California area. She earned her bachelor’s degree in Business Administration from California Polytechnic State University, San Luis Obispo. A committed community volunteer, she has been an active member of the Junior League of San Jose since 2006, serving in several leadership roles including Communications Director, Executive Vice President, and Vice President of Finance. Outside of work, Beth enjoys reality TV, knitting, and giving back through volunteer service.