Betsy Wheeler

Paraplanner, Tax Specialist

Originally from the suburbs of Chicago, Illinois, Betsy earned her Bachelor of Science in Exercise Science and Master of Science in Kinesiology from the University of Tennessee, Knoxville. Betsy obtained an athletic scholarship competing on the Women’s Division I Intercollegiate Swim Team.

Prior to her recent career change, Betsy worked 15 years in healthcare. Betsy collaborated with physicians, pharmacists, nurse practitioners, and physician assistants to decrease risk of adverse outcomes following elective surgery through behavior modification and education. Betsy has been a client with Leading Edge Financial Planning since 2015 and is very excited to join the team. Betsy is now focused on improving client lives as a Paraplanner.

When she is not studying to become a financial planner and IRS Enrolled Agent, you can find her with family and friends – wake surfing, hiking, and of course laughing. She is blessed to have a family that values family, hard work, and charitable giving.