Jodi Calvert joined Waverly Advisors in October 2025 through the acquisition of Strategiq Tax and Business Services. As a Tax Advisor, Jodi brings over 20 years of experience in tax and accounting, with a career rooted in serving local communities.
Throughout her professional journey, Jodi has worked closely with individuals, small businesses, and family farms—providing expert tax preparation and consulting services. In recent years, she has focused on advising high-net-worth individuals and their families, helping them navigate complex tax planning and strategy with confidence.
Known for her approachable style and commitment to client relationships, Jodi takes pride in aligning tax strategies with each client’s broader financial goals.
Outside of work, Jodi enjoys camping, reading, and spending time outdoors with her husband and their two children.
Education
• Manchester University, Bachelor of Science in Accounting
Professional Affiliations
• Indiana CPA Society
• American Institute of Certified Public Accountants
Ask Me About
• Tax Planning & Strategies
• Youth Travel Baseball
• My Chickens!