Chris joined Waverly Advisors in October of 2024 following the acquisition of 9258 Wealth Management by Waverly Advisors, LLC. As a Tax Manager at Waverly, he brings over 15 years of experience in Accounting and Tax, specializing in individual and business tax returns.
Chris takes great pleasure in interacting with his clients and delivering exceptional tax planning services. In his free time, he enjoys playing golf and spending quality time with his wonderful fiancée.