Beverly is one of those rare individuals who can equally think with both sides of her brain. Painting and pottery, however, do not get in the way of the expertise she has developed in administering employee benefit plans, both defined benefit and defined contribution. Although Beverly has specialized in retirement plans for more than 15 years, she has worked in public accounting since 1984.

Detail oriented, professional and responsive, Beverly is looked upon to evaluate and advise on the best employee benefit plan for an organization. She has experience working with both large and small plans. Beverly enjoys working with all types of businesses - from sole proprietorships to non-profits to large companies - in helping them provide retirement security for their employees and owners, while ensuring plans are in full compliance.

Areas of Specialization

• Employee Benefits Plan Administration »

Education

• Robert Morris University
  »  Master of Business Administration (MBA)
• Robert Morris University
  »  BS in Business Administration | Major in Accounting | Minor in Quantitative Business Analysis

Professional Affiliations

• Worldwide Employee Benefits Network, Eastern Region (WEB)
• Certified Employee Benefit Specialist, Student Member (CEBS)
• Pennsylvania Institute of Certified Public Accountants (PICPA)
  »  Chair of Lifestyles Committee
  »  College and University Relations Committee
• National Association of Female Executives, Pittsburgh Chapter
• DFK International/USA
  »  Tax Committee

Civic and Community Activities

• YWCA of Greater Pittsburgh
  »  Executive Committee and Treasurer