Waverly Advisors
Tax Advisor
EA

Erin Alderson

As a Tax Advisor at Waverly, Erin works closely with new and existing clients to help them with accounting, tax, and bookkeeping questions. She enjoys solving problems and developing personalized solutions for our individual, business and non-profit clients. Erin is an Enrolled Agent, which is a federally licensed tax practitioner designation. This technical knowledge in the field of taxation, coupled with over eighteen years of experience in accounting, helps her deliver excellent customer service.

When not in the office, Erin enjoys spending time outdoors, hiking, and bird watching. She also enjoys building LEGOยฎ sets with her husband, binge-watching the latest TV shows, and spending time with friends and family.

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.

Education

  • Stephen F. Austin State University, B.S.

Professional Affiliations

  • Enrolled Agent
  • QuickBooks Online Certified ProAdvisor

Ask Me About

  • Individual, Business and Non-Profit Tax Returns
  • The Lego set in my office
  • My favorite classic car