Chief Operations Officer

Bev Bouchard

About Bev

Bev oversees the flow of new business, client service, and office management. She has over 20 years of experience in financial services. She holds her FIRNA Series 24, 7, 4, 51 and 66 licenses. In addition, she holds her degree in Commercial Art and consults with the practice management and operations team to bring an elite level of service to our clients.

What’s the greatest lesson you’ve learned in life thus far?

Don’t step over a dollar to pick up a dime. Everything in life has ups and downs, always be prepared for either way.

If you could have any one super power, what would it be?

Invulnerability (Luke Cage) so I can stay in the game.

What is something unrelated to your job that you love doing?

Spending time on the Florida waters, car rides with my weiner dog, being a Brigit in the Krewe of St. Brigit and spending the most time I can with my family and close friends.

What is your favorite food?

Maryland Crab Cakes from G&M in Baltimore, MD. Nothing better!

What is the #1 song on your playlist?

All of the songs on my playlist are #1, but I would have to go with “Rock of Ages” by Def Leppard followed by the entire album and then “Boys of Summer” by Don Henley. Reminds me of summers at Ocean City, MD.


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