Bethany Wagner

Bethany Wagner

Bethany is an Administrative Assistant for Level Financial Advisors. She graduated from Buffalo State College with a bachelor’s degree in psychology. She joined the firm in February 2014 after working for Level Financial Advisors part-time over the previous three years.

She assists with answering phones, client mailings, and writing letters. She is responsible for scanning, data entry, and our initiative to become a paperless office.