Chance Petri joined Waverly Advisors in January 2026 as a Senior Tax Accountant and Certified Public Accountant (CPA) with over eight years of experience in public accounting and tax services. He brings a practical, client-focused approach to tax planning, helping individuals, families, and business owners navigate complex tax matters while aligning strategies with their broader financial goals.
Throughout his career, Chance has prepared and reviewed individual and business tax returns, developed proactive tax planning strategies, and worked closely with clients to support both short and long-term financial objectives. He values integrated planning and enjoys collaborating with wealth advisors to ensure tax considerations are aligned with investment and financial planning decisions.
Outside the office, Chance enjoys spending time with his wife and two young daughters. He is also an avid Bengals and University of Cincinnati fan, regularly attending games for both.
Education