About the Author
Beverly Tobocman, ChFC, CLU, LIC is the registered securities principal and managing partner of JBT Financial, Inc.
Beverly is a member of the Society of Chartered Financial Counselors and is a Chartered Life Underwriter. She served on the advisory board of Financial Service Corporation from 2002-2004 and is a sought after speaker on the topic of women’s investment issues.
Beverly has two children; Jeremy Olen, who became a partner with JBT Financial