Tax Accountant

Dale Spangenberg

Dale Spangenberg joined Waverly Advisors in May 2026 after WealthPlans and Cooley & Associates was acquired by Waverly Advisors, LLC. As an encore to his federal and local government career in science and information technology, Dale serves as a Tax Accountant and brings over 15 years of experience in tax preparation and planning at local and national firms. Over the course of his tax career, Dale has developed in-depth knowledge in individual and fiduciary income tax preparation.

Dale’s focus is on building strong relationships with clients by delivering high-quality tax returns and effective communications with clients.

Outside the office, Dale enjoys volunteering, reading, and spending time with his wife and family, including six grandkids.

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

Master of Public Management, Information Systems, Carnegie Mellon University
Bachelor of Science, Computer Science, University of Pittsburgh
Bachelor of Arts, Geology, University of Montana

Professional Affiliations

Internal Revenue Service, Enrolled Agent

Ask Me About

Individual Tax Strategies
Volunteering
Visiting all 50 states