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Beverly Whitman

Beverly Whitman


Beverly fell in love with the financial planning profession after working for wealth management firms and seeing first-hand the value that a coordinated approach to finances can make to clients. By combining her expertise as a CPA and as a CERTIFIED FINANCIAL PLANNER™ Practitioner she helps clients see “the big picture” and assists them in minimizing their tax liability through careful planning.

Beverly graduated with a Bachelor of Arts degree in accounting from NC State University and holds a Master of Business Administration degree from the University of Richmond. 

Beverly has over twenty years of experience and holds the following professional designations:

  • CERTIFIED FINANCIAL PLANNER™ Practitioner since 2003
  • CPA (Certified Public Accountant) since 1993