Beverly joined Highland Investment Advisors, LLC as an Investment Advisor Representative in February 2020.
Beverly fell in love with the financial planning profession after working for wealth management firms and seeing first-hand the value that a coordinated approach to finances can make to clients. By combining her expertise as a CPA and as a CERTIFIED FINANCIAL PLANNER™ Practitioner she helps clients see “the big picture” and assists them in minimizing their tax liability through careful planning.
Beverly graduated with a Bachelor of Arts degree in accounting from NC State University and holds a Master of Business Administration degree from the University of Richmond. She has over twenty years of experience and holds the following professional designations:
- CPA (Certified Public Accountant) since 1993
- CERTIFIED FINANCIAL PLANNER™ Practitioner since 2003