A culture of service From a collaborative, family team
Aspiring to help clients reach their financial goals, Bev’s vision is to provide clients the confidence that comes with having a well-constructed financial plan. As a Certified Financial Planner™ professional, she works with clients to review their portfolios, develop financial plans and provide investment recommendations.
A disciplined planner, Bev helps clients evaluate their life priorities, set financial goals for retirement and other life issues, and identify strategies designed to reach those goals. Her commitment to clients is anchored by conservative and independent thinking, and driven by her professional approach to client service. She communicates directly with her clients' other trusted advisors, including attorneys and accountants, to make sure a coordinated strategy is in place.
Bev brings more than a decade of financial services industry experience to the team. She holds Series 7, 24 and 66 securities licenses, as well as Pennsylvania life and health insurance licenses. A graduate of Penn State University with a degree in finance, Bev has continued her education by earning the Certified Financial Planner™ certification and the Accredited Investment Fiduciary® and Retirement Income Certified Professional™ designations.
Involved in her community, Bev is a past president of Morrison’s Cove Rotary Club and volunteers for the Scarlet Dragon Packs backpack program. Residents of Hollidaysburg, Pennsylvania, Bev and her husband, Al, spend much of their recreational time at Raystown Lake. She enjoys jogging and logs many miles through her neighborhood and beyond.