With more than three decades of experience spanning operations, compliance, and HR management, Beverly has built her career around helping Employers and Employees truly understand and make the most of the benefits available to them. She is energized by the complexity of legal and regulatory matters, and has always welcomed the challenge that comes with navigating a compliance-focused role. What excites her most today is the opportunity to partner closely with the INVST Leadership Team, Advisors and Employees to ensure the firm remains compliant, well‑organized, and in strong standing with regulatory agencies—creating a workplace where both the organization and its people can thrive.