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 is currently a full-time student at Davenport University obtaining her degree in finance, and has over 15 years in the client services field.