Bev guides the overall management of the practice to ensure that clients and their families benefit from the LifeWealth™ Advantage, the approach she founded after 30 years of coaching families and individuals to achieve financial success. She holds numerous professional designations and is licensed to provide discretionary portfolio management, freeing her clients from the pressure of making daily investment decisions. Bev has earned recognition by the industry as a leader and Woman of Influence with many awards, but more important to her is that her clients appreciate her ability to simplify complex issues, particularly for novice investors facing decisions associated with new-found wealth. Highly regarded for her attention to detail and genuine interest in her clients, Bev has established an extensive network of specialists able to assist families with life’s challenges, including financial milestone decisions.
Bev and her husband of 30 years are active outdoors and take the opportunity to get on the road with their RV when possible. Bev has held various leadership positions in the community and is currently overseeing the transition of her elderly parents as they navigate a very challenging time for the family. She has also been integral through the recent sale of the family’s second generation business.