Senior Client Service Associate

Rebecca Rapp

Rebecca assists the Financial Planning department by researching, securing, and organizing paperwork for clients, and assisting the tax department. Rebecca has over 20 years of experience in the financial planning industry and is licensed in life and health insurance.

Rebecca attended the University of New Hampshire. Go Wildcats! As a music education major, her instrument was her voice. She also minored in the Ancient Near East. For over 15 years, Rebecca taught private voice lessons and currently sings with her church worship team, plays guitar, and teaches her kids piano and guitar. She also sang backup for Barry Manilow!

Rebecca and her husband currently reside in Beavercreek and have an 11-year-old daughter, 6-year-old son, 2 cats, a King Charles Spaniel, and an axolotl (mud puppy). When she has a free moment, she loves assisting her daughter’s American Heritage Girls Troop in Beavercreek.

[email protected]

326-220-2170

Dayton, OH

Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a client’s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverly’s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.