Beth Hodo is an Operations Associate at NFA, a leading firm specializing in financial planning and wealth management. She plays a crucial role in optimizing financial advisory services, and improving operational efficiency. With expertise in risk management, Beth is responsible for enhancing billing processes, identifying inefficiencies, and implementing solutions that improve accuracy, speed, and overall effectiveness.

Since joining, Beth has led key initiatives, including the successful launch of AdvisorBOB, NFA’s new billing software system. This innovation has significantly improved financial management, portfolio management, and internal workflows. She has also developed and introduced new operational workflows and Standard Operating Procedures (SOPs) to enhance efficiency in advisor succession planning services, investment portfolio management, and client account administration.

Beth holds a Bachelor of Science in Communication Disorders from Texas State University. Before transitioning into financial services companies, she built a strong foundation in business management, budget planning, and process optimization within the hospitality industry. Beth’s work directly supports NFA’s mission to deliver risk management services, private wealth management, and investment management solutions tailored to clients’ needs.

Outside of the office, Beth enjoys spending time with loved ones, traveling, practicing Pilates and yoga, and searching for the perfect margarita. A lifelong learner, she has read over 60 books in the past year and will begin yoga teacher training in her free time. Her mantra? “Reflect on how far you have come and keep fighting for who you want to be.” Beth looks forward to growing her role at one of the top wealth management firms.