Beth Youmans

Practice Manager

Beth joined Chisholm Trail Financial in 2020 as the Practice Manager and is responsible for leading, developing, and managing the processes to support the firm's overall vision. In addition to having oversight of the administrative and support team, she is responsible for the firm's financial management, outsourced IT, and the marketing and social media strategy.

Beth is an accomplished leader with 20 years of experience in the financial services industry. Most recently she was the Director of Operations at Clear Rock Advisors. She also spent several years as the Business Analyst and Director of Operations at South Texas Money Management. A native of Massachusettes, she spent 8 years at Wellington Management Company in Boston as an Assistant Vice President and Manager of Investment Operations. She began her career as a Senior Fund Accountant at State Street and at PFPC.

Beth obtained her Master's degree in Finance from Northeastern University. She also holds a Bachelors’ degree in Business/Marketing form Bridgewater State University. 

Beth lives in Round Rock with her husband Eddie and their two cats, Vinnie and Callie. She enjoys travelling, wine, and time spent with her friends and family. She is also active in her community and serves on the Board of Directors for the Professional Women of Williamson County (PWOW) and the Seton Women's Development Board.

Phone 512-671-7526 ext. 105
Fax 512-671-7527