Lisa Wood joined Waverly Advisors in November 2024 following the acquisition of Buckingham Advisors by Waverly Advisors, LLC. As a Tax Director at Waverly, Lisa brings over 30 years of experience working with businesses and individuals to provide specialized tax planning and return preparation. During her career, she has worked in both large international and local public accounting firms including owning her own business. Lisa finds great fulfillment in assisting her clients with developing their tax and financial planning goals and working alongside them to achieve their objectives.
In her spare time, Lisa enjoys traveling across the U.S. to visit her family, sporting events (especially college football and hockey) exercising, hiking, and reading.
