Ron Evans joined Waverly Advisors in October of 2024 following the acquisition of 9258 Wealth Management by Waverly Advisors, LLC. He currently serves as a Tax Director at Waverly Advisors.
Ron is a Certified Public Accountant (CPA) with over 25 years of experience working in a CPA firm. During his tenure, he has specialized in preparing taxes, providing business consulting, and engaging in tax planning. He specializes in tax preparation, tax planning, and small business consulting.
Ron holds a bachelor’s degree from the University of Cincinnati and is an active member of the American Institute of CPAs (AICPA) and the Ohio Society of CPAs (OSCPA). He also serves as the Treasurer on the Fairfield Chamber Board, contributing his expertise to the local business community.
Ron is passionate about educating his clients and helping them understand their financial situations. He takes pride in providing excellent service and ensuring that his clients feel confident and well-informed about their financial decisions.
In his free time, Ron enjoys spending quality time with his family, especially his grandchild. He values these moments and finds joy in creating lasting memories with his loved ones.