Chrissy Israel

Chrissy joined Waverly Advisors in November 2024 following the acquisition of Buckingham Advisors by Waverly Advisors, LLC. As a Wealth Advisor, she brings extensive experience in investment management, retirement planning, generational wealth planning, charitable giving strategies, and comprehensive financial planning.

Throughout her career in financial services, Chrissy has combined a passion for helping others with a commitment to professional excellence. Beginning her career in 2017, she quickly distinguished herself through exceptional client service and a dedication to continuous learning. During her time in banking, she played a key role in enhancing support for active-duty military members stationed overseas by helping expand access to 24/7 banking services, creating a more accessible and inclusive experience for those serving our country.

Chrissy holds both the Chartered Financial Consultant® (ChFC®) and Chartered Advisor in Philanthropy® (CAP®) designations, bringing specialized expertise in comprehensive financial planning and charitable giving strategies. She provides clients with thoughtful guidance across retirement, tax, estate, insurance, wealth transfer, and philanthropic planning. She enjoys helping individuals and families navigate complex financial decisions, pursue their long-term goals, and create meaningful legacies for future generations. Known for her collaborative approach and creative problem-solving, Chrissy is passionate about empowering clients through education and personalized planning.

Beyond her work with clients, Chrissy is deeply involved in her community. She serves as President of Gem City Kitties and is a member of the Women’s Board of Dayton Children’s Hospital, supporting organizations that make a meaningful impact throughout the Dayton area.

When she’s not working with clients, Chrissy enjoys spending time with her husband, their two sons, and their German Shepherd. Whether attending local community events, traveling, trying new recipes, cheering on youth sports, or enjoying a good book, she embraces the energy and adventure that come with family life.

[email protected]

326-220-2165

Dayton, OH

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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.