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Important Disclosure

Tax Accountant

Jennifer Bragg

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 Accountant 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.

[email protected]

Cincinnati, OH (Cooper Rd)

Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.

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 client’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. Waverly’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

Bachelor of Science in Accounting, Miami University
Initial college studies at Marshall University, WV
QuickBooks ProAdvisor