Heather joined Waverly Advisors, LLC in November of 2024 after Buckingham Advisors was acquired by Waverly Advisors, LLC. She is a Tax Assistant at Waverly. She enjoys working and assisting in the daily tax activities such as client communications and support as well as preparing and assembling tax documents.
In her spare time, she enjoys watching movies and playing video games as well as spending time with her Husband and yellow lab Olivander.
Education