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Co-Founder & Partner

Beverly has over 40 years of fiduciary experience. She worked for 20 years at two major Atlanta law firms in their estate and trust practices. For the past 20 years, she has taken that experience to the wealth management area, advising clients on the administration of their trusts as well as their estate plans. She works closely with attorneys and accountants to ensure clients’ plans are implemented correctly and in the most efficient manner. She also takes care of clients’ day-to-day financial needs. Beverly has worked with many families over the years and enjoys seeing the next generation learn about the importance of protecting the family legacy. Beverly obtained her bachelor's degree from the University of Mississippi. She then completed her studies at the National Center for Paralegal Training at Mercer University, specializing in Estates, Trusts and Wills. Beverly is a member of the North Georgia Estate Planning Council and has attended numerous estate and trust conferences held by State Bar of Georgia and The Georgia Society of CPAs.

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