Jayne W. Goertz joined Waverly Advisors in April of 2026 following the acquisition of TruWealth Advisors by Waverly Advisors, LLC. As a Senior Finance Integration Manager at Waverly, Jayne has over two decades of experience in Investment Management, Retirement Planning, Estate Review, Generational Wealth Planning, Charitable & Family Gifting and Employer Sponsored Retirement Plans. Jayne finds great fulfillment in assisting clients with developing their financial goals and working alongside them to achieve their objectives.
Jayne has developed a well-rounded knowledge of various aspects of the business, given her many roles over the years at TruWealth Advisors. She served as the Chief Financial Controller, Client Relationship Specialist, Human Resources, Billing Department, and Payroll to name just a few. She offers Waverly Advisors a wealth of knowledge and a client-first approach to every relationship. Jayne is dedicated and committed to delivering strategic guidance and long-term financial confidence for her clients. She enjoys helping individuals and families build, manage, and protect their financial futures.
Outside of her professional work, Jayne cherishes the moments spent with her husband, Rhett, and their four sons. Her greatest achievement is being a mother. She particularly enjoys family time in Bay St. Louis, MS, where they have owned a camp on the Jourdan River since 2005. Time well spent involves family, water sports, fishing, and all things outdoors.