Beverly has been in the financial services industry since 2005, and she’s been with Wealthquest over half of that time. In 2012 she earned the right to use the Financial Paraplanner Qualified Professional™ (FPQP®) designation, (previously known as Registered Paraplanner™ – RP®) and she also carried both a Series 7 and 66 prior to joining us. Her years of experience have enabled her to develop a strong understanding of the industry’s policies and procedures, and as a Wealth Coordinator she is able to use her knowledge as well as her exceptional communication skills to take care of our clients.
Beverly is married with two daughters and three grandchildren. In her free time, she enjoys spending time with her family and traveling to Disney and the beach.