“To quote Woodrow T. Wilson, ‘You are not here merely to make a living. You are here in order to enable the world to live more amply, with greater vision, with a finer spirit of hope and achievement.’ I truly believe in enabling those around me to achieve their goals.”
JOIN DATE: 2016
When you call Willow Creek, Beverly is likely to be the first friendly voice you speak with. Assisting with a variety of client services, she is first in line for answering the phone, making appointments, greeting visitors, coordinating client events and handling any number of related requests.
Before joining Willow Creek, Beverly was the Operations Director for Sanctuary Wealth Services, where she provided day to day operational support to advisors. She brings a wealth of knowledge from her experiences with Sanctuary, and her three year tenure on the TD Ameritrade Operations Panel.
ON A PERSONAL NOTE: Beverly lives in Sebastopol with her husband and two children. She enjoys CrossFit, volleyball, kayaking and paddle boarding.