OUR TEAM

Beth Mellie's career in the financial industry began in 1998, where she first crossed paths with Cosmo. With over thirteen years of experience and a Bachelor of Business Administration from Kennesaw State University, she brings a strong background in operations to her role as Director of Operations.

Beth also holds licenses in Health, Life, Property, and Casualty insurance, ensuring a comprehensive understanding of clients' needs.

Known for treating every client like family, Beth ensures daily operations run smoothly so clients can focus on their goals. Outside of work, she is a passionate fitness enthusiast, an active voice in the autism community, and a believer in the power of consistent effort.

Director of Operations

Elizabeth-Anne "Beth" Mellie

Her personal financial advice is simple yet powerful: start saving early and aim to set aside ten percent of every paycheck to build a habit that strives to secure your future.

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Treat people the way you want to be treated. Speak to people the way you want to be spoken to. Respect is earned when it is given.