Specialties
About Me
I am a financial planner who specializes in helping individuals, families, and business owners define their goals and make thoughtful, confident decisions across all aspects of their financial lives.
My work is rooted in comprehensive financial planning, integrating retirement strategy, investment management, tax-aware wealth planning, education funding, estate and legacy planning, and risk management into cohesive, personalized plans. I hold the CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Estate Planner® (AEP®), and Chartered Advisor in Philanthropy® (CAP®) designations, reflecting my commitment to professional excellence and fiduciary responsibility. I take a holistic view of financial planning, recognizing that successful outcomes depend not only on sound investment strategy, but also on aligning financial decisions with personal values, priorities, and long-term objectives. I am proud to be part of Waverly Advisors, LLC, an independent, fee-only Registered Investment Advisor built around a client-first philosophy. Waverly operates under a fiduciary standard, providing objective advice free from proprietary products or sales incentives. The firm’s collaborative culture and deep bench of experienced professionals allow me to draw on specialized expertise in investments, tax strategy, and estate planning to deliver well-coordinated, high-quality guidance. Based in Jacksonville, Florida, I work with clients locally and nationwide, building long-term relationships grounded in transparency, responsiveness, and a shared focus on helping clients pursue the financial future they envision.
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Interests & Hobbies
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Credentials
CAP, AEP, CFP
Chartered Designations
What do these credentials mean?
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Disclosures
Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Waverly Advisors, LLC, or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any information provided serves as the receipt of, or as a substitute for, personalized investment advice from Waverly Advisors. If you are a Waverly Advisors client, it remains your responsibility to advise Waverly Advisors, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific content to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Waverly Advisors is not a law firm, and no portion of its services should be construed as legal advice. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement. A copy of Waverly Advisor’s current written disclosure Brochure discussing our advisory services and fees is available upon request. Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Waverly Advisors, LLC is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of Waverly Advisors, LLC by any of its clients.