Jodi Calvert

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 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.

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

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!