Kristie Adams joined Waverly Advisors in November of 2024 following the acquisition of Buckingham Advisors by Waverly Advisors, LLC. Kristie is an Associate Tax Director at Waverly, bringing over 20 years of experience in tax planning, business services, and advising high-net-worth individuals. With a deep expertise in pass-through entity taxation, she is dedicated to helping small business owners navigate complex tax landscapes to develop and grow their businesses. Kristie thrives on building strong, long-term relationships with her clients, providing strategic guidance that enables them to achieve their financial goals while optimizing their tax strategies. Her passion lies in supporting entrepreneurs through each stage of their business journey, helping them make informed decisions that drive success.
In her personal life, Kristie is a devoted family woman who cherishes spending time with her loved ones. As a proud mother of four and grandmother to four beautiful grandchildren, she believes that family is at the heart of everything. Kristie and her husband enjoy attending country concerts together, embracing their shared love for music and the vibrant energy of live performances. Outside of family time, Kristie loves to unwind by watching true crime shows, indulging her curiosity for intriguing real-life mysteries. She also enjoys reading self-help books, constantly seeking ways to grow both personally and professionally. Her commitment to lifelong learning and staying connected with those she cares about makes her a grounded and approachable individual. Kristie values balance in life, always striving to be present for her family while continuing to evolve and explore new interests.
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