Beth Di Re Hartley, CIMA®, CPFA™, Managing Partner, is adept at executive leadership and managing the daily operations and Human Resources responsibilities at Westgate Capital, including employer-sponsored retirement plan education and enrollment meetings.
A steward of the financial services industry since 2000, Beth previously worked at Russell Investments, The Stanford Group, and Columbia Pacific Management. Beth’s considerable experience is supported by her FINRA Series 7, 24, and 66 securities registrations held through LPL Financial, along with her BA in Business Administration, Finance and Management from Seattle University.
Constantly exploring new methods for communicating financial complexities, Beth empowers all of her clients to initiate positive change by providing the knowledge required to do so.
Whether skiing, golfing, boating, or traveling, Beth loves spending time with her family and friends, appreciating good food and wine. Whenever possible, Beth volunteers her time helping in her children’s classrooms and supporting local organizations.