In our “Meet the Team” series, we’re excited to introduce Beverly “Bev” Schaaf, an invaluable member of our Regency family since 2018. Bev’s dedication to her work, her love for creating community in the office, and her passion for making clients feel at home are evident everyday at our office. In this Q&A, we’ll explore Beverly’s professional experiences and personal joys. Let’s take a closer look at the person who brings warmth and a personal touch to Regency.
Q: How long have you been with Regency?
A: I’ve been at Regency since February 5th, 2018 as the executive assistant for our team.
Q: What’s the best part about working at Regency to you?
A: The best part is the sense of family we have. We truly care about each other and our families. This also comes through in the way we work – it’s a team approach. We’re all in this together. I also love that the team is God-centered and committed to supporting ministries, whether by sponsoring events or serving on boards.
Q: What’s something valuable that you learned in your career?
A: I’ve learned that mistakes are tools for growth. Making mistakes doesn’t mean you are a failure – it’s part of becoming a better employee and person.
Q: What’s your family look like? Are you married/do you have kids?
A: I’ve been married for 24 years, and we have one son, who’s currently a senior in college!
Q: Describe your perfect day.
A: My perfect day would involve spending time with my family, walking my dog, Jax, and enjoying the simple things in life, such as gardening or enjoying a nice cup of coffee.
Q: What’s your favorite food?
A: Dark chocolate – it’s my favorite, hands down!
Q: Where’s your favorite place that you’ve been?
A: I can’t name just one! We’ve recently started going on cruises with friends. So far, we’ve visited the Bahamas, Maine, and Canada. I’m really looking forward to our upcoming trip to the Southern Caribbean!
Q: Have you checked something off your bucket list? If so, what?
A: I don’t have a formal bucket list, but bringing our dog, Jax, into our family felt like a special accomplishment. We weren’t planning to get a puppy, but it became clear he was meant to be part of our family.
Q: What are three facts about you that people might not know?
A: 1) I love flowers and enjoy creating floral arrangements from the peonies, daisies, and hydrangeas from my yard. 2) Making espresso drinks for clients in our office brings me so much joy – I feel a little disappointed when someone just wants black coffee haha! 3) I love mysteries – whether in books or on TV!
Q: If you could choose one band/musician to listen to for the rest of your life, who would it be?
A: I don’t have a favorite band or artist – certainly no one that I would want to listen to the rest of my life; however, I do love Jim Brickman!
Q: What’s one non-work-related accomplishment you’re proud of?
A: Raising our son, Brian, to be the tender-hearted man he is. It’s been really special to see how he interacts with those around him! He’s so special to us!
Regency Wealth Management wouldn’t be the same without Bev’s dedication and heart. Next time you come into the office, be sure to say hello to Bev – and maybe ask her to make you a cappuccino!
Stay tuned for more “Meet the Team” posts as we continue to highlight the amazing people who make Regency Wealth Management a success!
Regency Wealth Management is a SEC Registered Investment Advisor managing over $500 million for families and small institutional investors. Regency was founded in 2004, is headquartered in New Jersey, and serves clients across the country.