As a Relationship Manager, Beau is committed to ensuring our clients receive high quality, personalized service. He works closely with the wealth management and operations teams, preparing for client meetings, processing client requests and supporting the Wealth Managers.
A native of Hebron, Connecticut, Beau started at Kreitler Financial in the summer of 2016. He earned a B.S. in Finance with a concentration in Financial Planning from Virginia Tech. He holds Series 7 and 66 securities licenses as well as an insurance producer license. While at Virginia Tech, he interned with the athletics department and frequently worked nationally televised football games on ESPN.
Beau enjoys spending his free time in the gym, golfing, fishing and cheering on the Hokies with his friends and family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.