Jennifer Bragg joined Waverly Advisors as a Tax Assistant in October of 2024 after 9258 Wealth Management was acquired by Waverly Advisors, LLC. She serves as a Tax Assistant at Waverly. Jennifer found her passion as an Office Manager at a church, where she handled payroll and bookkeeping. This pivotal experience led her to pursue a degree in accounting, graduating with honors from Miami University. Her career path then took her to 9258 Tax Preparation and Planning, and ultimately to Waverly.
Jennifer is skilled in bookkeeping, payroll, and QuickBooks Desktop & Online. She enjoys the dynamic nature of bookkeeping, finding it both challenging and rewarding, and loves working with people and solving the unique puzzles that each client’s bookkeeping needs present.
In her personal time, Jennifer enjoys spending time with her husband, JS, and their rescue puppy, Selina. They love playing various types of games, including online, board, card, computer, and console games. Jennifer also enjoys reading, solving puzzles, and spending time with family.