Beth Gunderson

Senior Client Relationship Associate

Westlake Village, California

As a Senior Client Relationship Associate in Westlake Village, Beth supports clients and advisors with day-to-day wealth management needs. She focuses on relationship management, responsive service, and helping create a smooth, consistent client experience.
Beth brings a strong background in financial services, including client relationship management, investment support, and operations. Her prior experience at several financial firms strengthened her ability to support clients, advisors, and business operations with care and efficiency. Beth earned a B.S. in Finance from the University of Utah.
Beth was drawn to financial services by the opportunity to work in a dynamic environment alongside motivated, thoughtful professionals. She values building strong relationships, continuing to learn, and contributing to work that can make a meaningful difference in clients’ lives.
Outside of work, Beth enjoys endurance sports, especially marathon running and swimming. She is also active in her children’s school and local sports leagues and enjoys baking for family and friends.