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Shari Mattingly-Bevan is a 13-year veteran of the fields of tax law, retirement planning, risk management, insurance services, and general finance planning. A regular speaker at events for the Orange County Enrolled Agents and other financial planning groups, Ms. Mattingly-Bevan has assisted in the development of financial plans for hundreds of clients, working with them either personally or through their financial advisors. Today, she works with clients throughout the Greenville, South Carolina area. Shari Mattingly-Bevan holds a number of credentials and honors that back her professional expertise. She maintains membership in the California Bar Association and the American Bar Association, has been admitted to practice law before the Supreme Court of the United States, holds insurance licenses in California, South Carolina, and Arizona, and is under consideration for certification by the Certified Financial Planner Board of Standards in Washington, D.C. In addition to her professional experience and credentials, Ms. Mattingly-Bevan earned a number of academic honors while studying law with an emphasis on taxation at the Western State University College of Law in Fullerton, California. Her excellence while attending brought her American Jurisprudence awards in Family Law and Constitutional Law. Shari Mattingly-Bevan supports several charitable organizations and community groups. Some of these groups include the Helen Woodward Animal Center, the Brookwood Church, the Meyer Center for Special Needs Children, Meals on Wheels, and the Special Olympics. In her spare time, Ms. Mattingly-Bevan takes part in a number of indoor and outdoor hobbies, including tennis, culinary arts, skiing, reading, and traveling. 

Work experience


Attorney at Law and Financial Planner

Shari Mattingly-Bevan & Associates



Western State University College of Law

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