Liz joined Waverly Advisors as a Tax Manager in October of 2024 after 9258 Wealth Management was acquired by Waverly Advisors, LLC. With over 25 years of experience in public accounting, across a diverse range of industries. Her skills in tax planning and preparation are complemented by her dedication to working closely with clients to meet their unique needs. Liz is passionate about strategically planning to reduce clients’ tax liabilities, helping them achieve their financial goals.
Outside of her professional life, Liz enjoys spending time with her family and studying the good Word of the Creator.