I have known and worked with Shari Mattingly-Bevan since 1999. She originally assisted my parents with their estate plan. When my parents passed away, the administration of their trust went incredibly smooth with Shari advising me. Shari has assisted me with my estate plan and she counsels me on my retirement planning. I could not ask for a more reliable, honest and responsive person to assist me in these areas of my life. "
"Working with Shari Mattingly-Bevan over the past seven years has been such a joy! Not only is Shari knowledgeable in legal matters, she is informed about tax and financial matters. Mrs. Bevan has been a valuable resource to me and has assisted several members of my family. I feel very secure knowing that Shari Mattingly-Bevan has helped me to strategize and plan for a comfortable retirement."