Jennifer joined Waverly Advisors in January of 2026 as a Senior Financial Planner. Jennifer’s career began in tax accounting where she was responsible for the preparation and supervision of tax engagements for individuals and business entities. She then moved over to the wealth management industry where she spent 6 years advising individuals and families on how to create plans that help achieve their personal and financial goals. In her current role, she continues to create comprehensive financial plans for our clients while focusing on tax planning strategies.
She resides in Madison, AL and enjoys spending time with her husband and two children.