Christy L. Derham - Waverly Advisors

Senior Client Service Associate

Christy L. Derham joined Waverly Advisors in November of 2024 following the acquisition of Buckingham Advisors by Waverly Advisors, LLC. As a Senior Client Service Associate at Waverly, Christy brings over 25 years of experience in the financial industry, including finance, banking, and client service. She graduated with a Bachelor of Science degree from Wright State University. Christy works closely with the Financial Planning Team and assists with service-related needs for our clients. She finds the best part of her job is really getting to know the clients and helping them achieve their goals. Christy believes in treating clients like family, really listening to them, because the little things matter.

In her free time, Christy enjoys volunteering at different community outreach locations such as the Ronald McDonald House (very near and dear to her heart), Habitat for Humanity, local homeless shelters and backpack drives for school children. She loves spending time with her husband, Greg, her 2 sons, Colton and Logan, and their standard poodle, Chloe. With any extra time, she stays busy attending sporting events, painting, scrapbooking, being outside, playing Bunco, and watching movies.

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

Bachelor of Science in Psychology, Magna Cum Laude, Wright State University

Community Involvement

Volunteer at multiple community places