our people

Professional Experience

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With more than 20 years of experience, Bev focuses on serving financial institutions, insurance companies, and SEC registrants. She provides both public and private clients a wide range of services, including tax planning and compliance, ASC 740 and SSAP 101 tax provision consulting, federal and state audit examinations assistance,  tax planning, and Sec. 382 change-in-control and 280G golden parachute studies. Bev's customers have ranged in size from de novos to $16 billion in total assets.

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Bev's experience also includes 12 years in private industry at a $5.4 billion bank holding company and property/casualty insurance company. She was responsible for federal/state tax compliance, tax accounting/reporting, 1099 information reporting, executive compensation and deferred compensation tax reporting, sales and use tax compliance, federal and state audit examinations, and escheat reporting.

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Education, Credentials and Special Training

• Certified Public Accountant
• Chartered Property Casualty Underwriter
• B.S., Business Administration/Accounting and Mathematics, magna cum laude, University of Mary Washington
• Bank Tax Institute, annually

Civic and Community Activities

• Board of Directors, Midlands Housing Alliance – Transitions
• Member, United Way of the Midlands’ Women in Philanthropy

Professional Affiliations

• American Institute of Certified Public Accountants
• South Carolina Association of Certified Public Accountants
• Member, Georgia Bankers Association Tax Advisory Committee
• Independent Banks of South Carolina
• Kentucky Bankers Association
• South Carolina Bankers Association
• Tennessee Bankers Association