Beverly joined The Cornerstone Group, LLC in 1998 when the firm was established and continues to be a key member of our team. She holds FINRA series 6 and 63 registrations through LPL Financial. Her main responsibilities at The Cornerstone Group, LLC include preparing client review appointments, customer service and technology. She appreciates the opportunity she has to frequently interact with clients, because this contact enables her to learn more about their lives and develop close, client relationships.
At home, Beverly and her husband, Ray, enjoy a busy family life with their children and family.