As Senior Tax Accountant and Planning Assistant, Betsy prepares tax returns and quarterly estimates and has a vital role in the tax planning for our clients. Betsy is also instrumental in preparing retirement plans and she assists with servicing the client accounts.

Betsy was a tax accountant with a local CPA firm for 18 years before joining Three Cord True Wealth Tax Solutions.  In those years she gained a wide range of tax compliance and experience with high-net-worth individuals, small business owners, and nonprofit organizations. She graduated magna cum laude from Mount Union College with a degree in accounting.

Betsy lives in Darlington where she and her husband Aaron homeschool their 4 kids. Betsy loves logic puzzles of many kinds and can often be found with a Sum-Doku book on her lap and has been overheard on more than one occasion telling her kids, “Algebra is fun!  It is just like a puzzle”.