James R. Lazenby, CPA

James R. Lazenby, CPA

Jim Lazenby is the Chief Financial Officer of Waverly Advisors. Jim has primary day-to-day responsibilities for all financial-related activities of the company. Jim joined Waverly Advisors in January 2022 after gaining more than 21 years of public accounting experience with a large, regional accounting firm. Jim is a Certified Public Accountant, and a graduate of both Auburn University (B.S.) and The University of Alabama at Birmingham (M.A.C.)


  • Bachelor of Science in Accounting
    Auburn University, Auburn, AL
  • Master of Accountancy
    University of Alabama at Birmingham, Birmingham, AL

Professional Affiliations

  • Alabama Society of Certified Public Accountants
  • National Association of Estate Planners and Councils
  • American Institute of Certified Public Accountants