Waverly Advisors
Client Service Associate

Brenda Woltemath

Brenda joined Waverly Advisors in December 2025 as a Client Service Associate, bringing with her more than two decades of experience in administrative support, customer service, and office management. Over the course of 15 years with an accounting firm, she honed her skills in client-focused service, followed by six years overseeing office operations for a manufacturing company. With exceptional organization, clear communication, and a knack for problem-solving, Brenda is a valued addition to our team.

Beyond the office, Brenda thrives in the outdoors, whether swimming, camping, gardening, or discovering new places. She also enjoys crafting, cooking, canning, and hosting gatherings, passions that reflect her creativity and love of community. Most of all, she treasures time spent with family, friends, and her two dogs: Merle, a German Shepherd, and Waylon, a Springer Spaniel.

A native of Florida, Brenda relocated to the Midwest in 2004, where she married a proud Husker fan. Known among her circle as the unofficial event planner, she brings the same energy and enthusiasm to her personal life as she does to her professional role. Left-handed and always eager for a fresh start, Brenda is famous for frequently refreshing the paint colors in her home, much to her husbandโ€™s amusement.

Areas of Expertise

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

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 clientโ€™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. Waverlyโ€™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.