Elizabeth Kunz joins DBS Financial Group, Inc. in March of 2009 after transferring to South Florida from Houston Texas. Beth has been in the financial services industry since 2000, and is a Special Care Planner, an Investment Advisor Representative of MML Investors Services, LLC, and holds her FINRA Series 7 and 66 registrations. She is a Retirement Income Specialist, focusing on strategies to provide income streams for retirees and pre-retirees of small business owners, professionals and educators.
Beth is a graduate of the University of Houston with a Bachelor of Science degree. Prior to entering the financial world, Beth held both teaching and management positions in the public education arena, managing staff, students, budgets, curriculum and piloting one of the Houston’s foremost dropout recovery programs. She was an active public speaker in Houston conducting seminars for investors, retirees and county employees. She previously conducted training and oversight of retirement income planning as well as consulting and advising other agents.
Bringing all of this experience with her to DBS Financial Group, Beth and her husband Gary reside in Coconut Creek Florida and have four children; one in the armed forces, two in college and one a graduate student at the University of Toronto.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies