Meet Beverly Kuno
As Client Service Manager, I’m dedicated to providing exceptional support to clients. By recognizing each client’s unique needs, I proactively guide them through the retirement planning process, ensuring a seamless journey. I strive to create a remarkable, personalized experience that fosters trust and confidence.
Outside of work, I love traveling, exploring the outdoors, and unwinding with a good TV show. I’ve been happily married to my best friend, Jordan, for the past four years, and we’re excited about growing our family soon. As the third of six siblings, I learned the value of communication and teamwork—skills that shape how I support clients today. These experiences have strengthened my ability to listen, adapt, and provide the empathetic, personalized service support they deserve.