Beverly J. Whaley

Beverly is responsible for day-to-day servicing of account needs, trust administration, and fiduciary compliance while coordinating estate and tax planning strategies with other professional advisors for her clients. She ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. Beverly earned a bachelor’s degree in business administration with a finance focus from Davenport University, and has over 15 years in the client services field.