Jacob Hershberger joined Waverly Advisors in June 2025 as an Associate Investment Analyst. He is passionate about researching market trends and uncovering opportunities through strategic tax analysis. With hands-on experience in tax preparation, Jacob brings a strong foundation in tax planning to his role, helping advisors deliver investment strategies that align precisely with clients’ financial goals. He takes pride in ensuring recommendations are both personalized and forward-looking.
Outside the office, Jacob is an avid sports enthusiast who enjoys basketball, golf, and spending quality time with family and friends. A proud Georgia native, he enthusiastically supports the Georgia Bulldogs, Atlanta Braves, and Atlanta Falcons.
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