Client Servicing Representative
Beverly DeWitte serves as a Client Servicing Representative for Carlson Capital Management. Beverly is a welcoming colleague you will see when you visit our Bloomington office and one of the voices you may hear when you call into the firm. She is responsible for office management, hospitality, scheduling meetings, and preparing materials for client presentations. Beverly is also a primary contact for account openings, fund transfers, and other client account servicing needs. In addition, she works with the Bloomington advisory team and specialists by handling key administrative functions.
Beverly received her Bachelor of Science degree in elementary education from Winona State University and spent several years teaching children in the Rosemount school district and in Moline, Illinois. With a strong desire to put her communication and organizational skills to use in a different industry, Beverly landed a position as a lead customer service representative for a local bank. In this role, Beverly excelled at running daily operations, collaborating with colleagues, and providing exceptional customer service.
Beverly lives in Apple Valley, Minnesota, with her husband Tom. She has three grown children. In her free time, Beverly enjoys spending time at her cabin in northern Minnesota with family and friends.