Beth Dodson is the Client Services Associate at Stone Chase Financial.
Years spent as an administrative coordinator in demanding fields like healthcare and government showed Beth a talent for building order out of tangled systems, though she kept finding herself drawn to the numbers running beneath them rather than the logistics around them. With an associate degree in accounting already earned, she decided to put it to direct use, stepping out from behind the operational scenes to help people work through their finances instead.
As the primary point of contact for the families the firm serves, Beth is the operational link connecting clients, advisors, and the custodians who hold their accounts. She manages the day-to-day account operations, processes transactions, and keeps the details in order across the whole client relationship, which frees the advisory side to focus on shaping each family's plan. Proactive, collaborative, and detail-oriented by her own description, she is the one who looks two steps ahead and heads off the small operational snags before they ever reach a client's desk.
The parts of the work that energize her are the ones where scattered details finally line up, whether that means creating order out of financial disarray, building relationships that hold for years, or helping families plan for the generations coming after them. She takes real satisfaction in turning financial uncertainty into clarity and steadiness for the people she serves, and in putting her operational strengths toward helping the firm grow into a thriving independent practice.
Beth grew up in Calvert County, Maryland, along the fossil-strewn cliffs of the Chesapeake Bay, and now lives in Bunker Hill, West Virginia, the site of the state's first permanent settlement. Family sits at the center of her life, from her husband, Ralph, to their three children, eight grandchildren, two playful Chihuahuas, and two cats. Much of her time outside the office goes to faith and service, from her role as Secretary on her Church Council to sewing supplies and handmade goods for mission work and helping organize Hancock Helping Hands, which delivers care packages and meals to hundreds of tri-state families each year. When she is not volunteering, she is often out for a ride on her motorcycle, and she carries a memorable piece of family history, tracing her line back to a passenger on the Mayflower.
Credentials
- Associate of Science in Accounting