Bethany LeViere

Operations Manager / Firm Administrator

Location: Mount Pleasant

Education

  • Bachelor of Science in Business Administration with a Business Management Major, Central Michigan University

Specialties

  • Account applications and maintenance, trade processing, office and data management, client contact

Experience

  • Bethany has worked in financial services since 2001 and has previously held both securities and life insurance licenses. She also brings twelve years of experience as a legal assistant.

Personal

  • A lifelong Mid-Michigan resident, Bethany heads up north and gets outdoors as often as she can. In her spare time, you’ll find her fishing, hunting, or reading.