Beth Umbaugh joined Kalos Private Wealth Group in 2015 as its Client Relations Administrator when Wise Path, LLC was integrated into the practice. Beth works closely with the clients coordinating time with the Advisers as well as special functions.
Prior to joining Wise Path in September, 2012, Beth was the Event Planning Coordinator for the Escambia-Santa Rosa Bar Association for 13 years and then Office Manager for Optical Services International for 6 years. She and her husband, Mark, moved to Alpharetta from Florida in 2005. In her off hours you can find her spending time with Mark, at the barn with their horse Willi, paper crafting with their cat Lily, or reading.