Jodi Lovell joined Waverly Advisors in June 2026. As a Regional Tax Advisor, she brings more than 20 years of experience in tax compliance and planning, including 14 years as President of her own tax and accounting firm. Jodi specializes in federal, multi‑state, and local taxation for individuals and small businesses, offering a well‑rounded blend of technical knowledge, leadership experience, and client‑focused advisory skills.
She is passionate about process improvement, team development, and continuous learning, always striving to influence best practices and deliver positive client outcomes. Jodi finds great fulfillment in collaborating closely with fellow advisors and clients to provide integrated, proactive tax strategies that support their goals throughout their careers and beyond.
Outside of work, Jodi has spent the past 16 years cheering on her two daughters through their athletic journeys from elementary school to college. With her youngest now heading off to college, she’s embracing new hobbies, including learning pickleball and exploring golf. She also enjoys attending college sporting events, especially basketball, volleyball, and football.