Beth J. Verdoorn, CPA, CFP®

Executive Vice President, Director of Financial Planning and Tax Services

About Beth J. Verdoorn, CPA, CFP®

Beth is an executive vice president and director of financial planning and tax services for the firm. She is also a member of the firm’s departmental leadership team and sits on the investment committee.

In her capacity as a wealth advisor, Beth works closely with clients to help them establish their vision for both their financial and life goals. As both a CPA and CFP®, this expertise allows her to create and implement highly personalized wealth and investment strategies designed to enable clients achieve their long-term goals and live the lives they envision.

Beth joined C.H. Dean’s tax department in 1993. Over the years she assumed various roles in both the tax and financial planning departments before becoming an executive vice president of the firm.

She is a graduate of Miami University of Ohio where she earned a Bachelor of Science degree in accounting. Beth is both a CPA and CFP® and is a member of the Financial Planning Association, American Institute of Certified Public Accountants, and the Ohio Society of Certified Public Accountants. Outside of work, she’s an active volunteer in her children’s school and fundraises for the P.T.O.

It is very rewarding to work closely with clients over the years and watch how Dean has helped them successfully achieve their long-term goals.