A small, senior team — planners, an operations and compliance lead, and a CPA-led tax practice under common ownership.
CFP®
CEO & Senior Wealth Manager
Jodi is the founder and chief executive of Beta Wealth Group. She leads firm strategy and senior client relationships, and oversees the firm's signature investment approach.
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MBA, EA
Financial Planning Associate
Braxton brings a decade of service in the United States Air Force to his financial planning practice — including work in linguistics, intelligence services, and criminal and fraud investigations. That background shapes the analytical discipline he applies to complex financial matters.
As an Enrolled Agent, Braxton pairs deep tax knowledge with the attention to detail his prior career required. He supports planning engagements and works closely with the affiliated CPA firm on tax-sensitive strategy.
MBA
Managing Partner · Chief Operations & Compliance Officer
Romy leads firm operations and compliance. She is responsible for the infrastructure — technology, process, and regulatory posture — that allows advisors to focus on clients rather than logistics.
CPA
Founding Member · Beta Wealth Group Tax & Accounting, PLLC
Zach founded Beta Wealth Group Tax & Accounting, PLLC — a separate legal entity under common ownership with the investment adviser. He leads the tax practice and coordinates directly with the wealth-management team when situations call for it.
