Waverly Advisors
Senior Executive Assistant, Chief of Staff

Kristine Messick

Kristine joined Waverly Advisors in September 2026 as Senior Executive Assistant and Chief of Staff. In her role, she helps transform big ideas into clear plans, organized systems, and meaningful progress. Known for bringing structure, alignment, and momentum to complex initiatives, Kristine believes the best work happens when people feel supported, trusted, and empowered to succeed.

Before joining Waverly, Kristine spent more than two decades building and leading her own company in the real estate and construction industry, developing a strong foundation in business operations, leadership, and strategic execution. She later served as Chief of Staff at Boeing, where she partnered with senior leaders to drive organizational alignment, improve collaboration, and support large-scale initiatives across diverse teams.

Kristine brings a thoughtful, people-centered approach to her work, combining operational excellence with a genuine passion for helping individuals and teams thrive.

Outside of the office, she is a true Pacific Northwesterner, happiest spending time outdoors, especially on, in, or around the water. She serves as Treasurer of the Washington Autism Alliance Board of Directors, enjoys cooking, and is a longtime practitioner of yoga and meditation.

Areas of Expertise

The framework is organized intoย six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.ย 

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 clientโ€™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. Waverlyโ€™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.