Lucy Spencer joined Waverly Advisors in July 2026 and serves as Tax Assistant. She brings several years of bookkeeping experience supporting small businesses, helping owners organize financial records, streamline processes, and prepare for tax season. Through firsthand experience working alongside entrepreneurs during both periods of growth and times of challenge, Lucy has developed a strong appreciation for the vital role tax compliance plays in a business’s success. She remains passionate about helping business owners navigate their tax responsibilities with confidence and accuracy.
Outside of work, Lucy enjoys researching genealogical mysteries, playing the piano, composing choral music, experimenting with crocheted granny squares, and tackling home renovation projects with her husband.