About:
Hi, I’m Beverly, I am happy you are here!
I specialize in helping hardworking people like you simplify your financial life, through financial planning and smart investing solutions, so you can stress less about your money and focus more on what matters most to you.
My path to becoming a financial advisor started in 2005 as a bank teller. I enjoyed connecting with people, but realized my clients needed more than just a place to save their money. They needed better solutions, including guidance on how to make their money work harder for them and set them up for a strong financial future.
That’s why I decided to take a new path and become a licensed financial advisor, so I can help people in a much bigger way.
My approach is simple: I’m here to be your guide on this financial journey. Your money isn’t just numbers—it’s the foundation for the life you want to build. If you're ready to find balance between your financial goals, career, and family life, I’ll be here to help you every step of the way.
Remember, life isn’t just about getting to retirement—it’s about enjoying the journey. Let’s make it count.
On A More Personal Note: I grew up in the Pacific Northwest and truly enjoy living here. I love all the opportunities we have to get out and enjoy the great outdoors, especially being near water. Though camping and being out on the boat are great, in the winter indoor hobbies are always calling, like making homemade sourdough bread on a cold day.
My immediate family is a tight-knit group of three. I spend as much time as I can with my husband and son. Though more difficult now that my son is off to college, we enjoy our time together often sharing laughs over a good game night or bad movie when he comes home from school.
My Inspiration: I attribute my strength and inspiration to my mom, a teacher, who gave so much of her energy to inspire her students, both in and out of the classroom. She was honored to teach several generations in many families over her career. Though a huge part of her life, it was her fight that inspired me the most.
My mom survived cancer three times over a ten-year period before we lost her, and through it all remained a devoted wife, mother, and grandmother, showing us all so much love, courage and the true grit it takes to keep fighting for what you want in life.
It is in her honor I say keep fighting. No matter what you are going through, the lives you touch, and the inspiration you share will make a huge impact in ways you can never imagine. I hope I can continue her legacy by being that inspiration to others.
Professional Credentials:
- Series 7TO General Securities Registration through LPL Financial
- Series 66 Uniformed Combined State Law Exam, Investment Advisor Representative through LPL Financial
- SIE Securities Industry Essentials through LPL Financial
- Washington State Insurance - Life, Disability, Variable Life and Variable Annuity
- Texas State Insurance - Life, Accident, Health and HMO
- CPFA® Certified Plan Fiduciary Advisor through NAPA
- NEA - National Education Association Specialist
- Marquis Who’s Who Honored Inductee awarded for over 20 years Expertise in the Financial Sector
CPFA® - Certified Plan Fiduciary Advisor
The Certified Plan Fiduciary Advisor (CPFA®) credential, provided by the National Association of Plan Advisors (NAPA), is a recognized symbol of retirement plan expertise.
A CPFA® advisor has demonstrated the skills required to act as a plan fiduciary and helps clients seeking the most reliable guidance.
A Team Approach:
When you work with Beverly, you benefit from the combined wisdom of the Consilium Financial team. We put our 50 plus years of combined experience together to find the best fit for our clients and support all their financial needs.
We'll focus on connecting your values, dreams and goals with a tailored plan designed to help you pursue them.
No matter where your journey begins, we are passionate in supporting you, so you can experience your ideal future.
What is a Consilium?
Pronunciation:
con.sil.ium
Definition:
A council of wise advisors
Our Mission:
To Empower you to confidently make financial decisions, based on your values, so you can boldly pursue your financial goals.
Meet the Team:
Scott Caldwell
LPL Financial Advisor
Marvin DeGraaff
LPL Financial Advisor
Meredith Mitchell
Advisor Assistant
Caleb Statham
Advisor Assistant
Giving Back
We are committed to helping the people in our community thrive. Here are the organizations that we support.
WCEL - Whatcom Center for Early Learning
Their mission is to provide comprehensive therapy and support some of the youngest members of our community, increasing their long-term health and educational outcomes.
