Waverly Advisors
Client Service Associate

Deb Falero Essex

Deb Essex joined Waverly Advisors in October of 2023 after Rainsberger Wealth Advisors was acquired by Waverly. ย Deb serves as a Client Service Associate at Waverly in Colorado Springs. Her career has revolved around serving clients in diverse departments of administration, project management, hospitality and non-profit organizations.

Throughout her longevity, Deb focused on developing skills in different technologies, streamlining processes through cross-team interactions, diversity, equity, inclusion training, and Cloud integration. Deb loves being part of a team that is dedicated to being client-focused and passionate about building and supporting meaningful relationships with clients and co-workers alike.

Deb relocated from the East Coast with her adult son who has a developmental disability. Together they spend time exploring the state of Colorado that has an adventure around every corner. She also has a creative side through photography, jewelry making, crocheting, and learning new things. Always looking for a new class to take.

Areas of Expertise

The framework is organized intoย six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.ย 

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 clientโ€™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. Waverlyโ€™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.

Ask Me About

  • Client Service
  • Retirement Planning
  • Investment Management
  • Charitable & Family Gifting