Waverly Advisors
Senior Tax Assistant

Renee Biggs

Renee M. Biggs joined Waverly Advisors as a Senior Tax Assistant in September 2025. With 35 years of experience in the administrative fieldโ€”including 24 years of dedicated service at Schulte & Uhrig CPAsโ€”Renee M. Biggs is the welcoming face and steady hand behind the firmโ€™s front desk operations. Known for recognizing nearly every client who walks through the door, Reneeโ€™s deep background in customer service and her exceptional organizational skills make her an invaluable part of the team. Her attention to detail and calm presence help ensure that day-to-day operations run smoothly and that clients feel cared for from the moment they arrive.

Outside the office, Renee has been married for 39 years and is the proud mother of three grown children and grandmother to six active grandchildren. Her calendar is filled with school events, sports games, dance recitals, and even horseback riding shows. When sheโ€™s not cheering from the sidelines, Renee loves spending time in Florida with her husband, soaking up the sun by the pool or relaxing on the beach.

Areas of Expertise

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

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 clientโ€™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. Waverlyโ€™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.