Chrissy Israel

Chrissy joined Waverly Advisors in November of 2024 following the acquisition of Buckingham Advisors by Waverly Advisors, LLC. As a Wealth Advisor at Waverly, Chrissy brings several years of experience in investment management, retirement planning, generational wealth planning, and charitable & family gifting. Chrissy has attained comprehensive applied knowledge in essential financial planning as a Chartered Financial Consultant® (ChFC®). Chrissy is passionate about aiding clients in achieving their financial goals, engaging in creative problem-solving, embracing continuous learning, and providing education on essential topics like retirement, estate consideration, charitable giving, and tax planning.

In her spare time, Chrissy loves the chaos that comes with her energetic family! Her husband and she have two boys and a German Shepherd. They spend a lot of their time outside playing just about any sport you can think of. She likes traveling as much as she can, trying new recipes, and getting lost in a good book!

[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.

Education

Wright State University
The American College of Financial Planning

Community Involvement

Gem City Kitties – Executive Board – President
Buckingham Big Heart Charitable Committee – Vice President

Ask Me About

How your philanthropic goals can make a lasting impact in your financial plan
Why Tax considerations are so important in retirement
Retirement planning

Published by Chrissy Israel

Blogs

Insights

Generations Financial Planning Series: Millennials and Generation X Parents of Generation Alpha

In this video, Thomas DiCesare, Partner, Wealth Advisor in Waverly Advisors’ Lakeland, Florida office, and Wesley Martin, CFP®, Wealth Advisor in...

Estate Planning

Preserving Your Legacy: Charitable Considerations When Establishing Your Estate

Leveraging Charitable Trusts and Tax Strategies for Lasting Impact Estate planning is not merely about allocating assets—it’s about crafting a legacy that...