As CEO of First Impressions at PFS Wealth Management Group, Beth Moffatt sets the tone for the firm’s client experience. With more than 20 years of leadership in education, higher education administration, and healthcare operations, Beth brings a unique blend of professionalism, empathy, and organizational excellence to every interaction. Before joining PFS, she served as Business Coordinator at the University of Denver’s Disability Services Program, managing student engagement and high–level client communication with care and precision. Her earlier experience as an admissions counselor and lead educator shaped her belief that service begins with listening and
genuine connection.
genuine connection.
At PFS, Beth ensures that every client interaction reflects the firm’s commitment to integrity, warmth, and excellence. Her attention to detail and genuine passion for people make her an essential part of creating a first impression that lasts well beyond the initial meeting.