Waverly Advisors
Tax Advisor
CPA

Marcy Gabriel

Marcy Gabriel joined Waverly Advisors as a Tax Advisor in September 2025.  With over 23 years of experience in tax and accounting—including the past 11 years at Brass Tax—Marcy is a trusted advisor to businesses and individuals alike. Her expertise spans tax planning, entity structuring, and preparation and review of returns for individuals, corporations, partnerships, S corporations, and retirement plans. But what truly sets Marcy apart is her passion for teaching: she loves helping clients understand their accounting systems so they can make smarter financial decisions and gain deeper insight into their business operations.

Marcy earned her BSBA in Accounting and Finance from Bowling Green State University and is a certified QuickBooks ProAdvisor. She’s known for her practical approach, her knack for problem-solving, and her genuine enthusiasm for the building blocks of accounting—yes, she really does love debits and credits.

Outside of work, Marcy is a proud wife of 22 years and mom to three sons (plus one lovable dog). Her free time has long been spent on the sidelines of soccer fields, football games, and baseball diamonds, but she’s now rediscovering her own interests—like reading, walking, and finding new favorite authors.

Areas of Expertise

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

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 client’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. Waverly’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.

Education

  • Bowling Green State University, BSBA in Accounting

Ask Me About

  • Why I love debits and credits