Peggy Sepate joined Waverly Advisors in October of 2024 following the acquisition of 9258 Wealth Management by Waverly Advisors, LLC. With over 25 years of experience in public accounting, Peggy has developed a deep expertise in tax preparation. She enjoys the challenge of working with clients on a wide variety of tax returns, ensuring they receive the best possible advice and service.
Throughout her career, Peggy has been recognized for her meticulous attention to detail and her ability to navigate complex tax regulations. Her commitment to her clients is evident in her personalized approach, always striving to understand their unique financial situations and goals.
Peggy is an active member of the Ohio Society of CPAs and contributes to her community as a poll worker during elections. Her dedication to public service reflects her belief in giving back and supporting her local community.
Outside of her professional life, Peggy enjoys a range of activities that keep her engaged and fulfilled. She loves to read, often diving into the latest bestsellers or exploring new genres. Traveling is another passion, and she cherishes the opportunity to explore new places and cultures with her family. Peggy also values quality time spent with her loved ones, whether it’s a family gathering or a quiet evening at home.
Professional Affiliations