Waverly Advisors
Tax Advisor
CPA

Roseanne Amburgy

Roseanne Amburgy joined Waverly Advisors as a Tax Advisor in September 2025. With 35 years of tax and accounting experience, Roseanne is a seasoned CPA who brings clarity and compassion to complex financial matters. Her knowledge spans individual, business, trust, and estate taxation, as well as employee benefit plan compliance and reporting. For over three decades at Schulte & Uhrig CPAs, Roseanne has built a reputation for problem-solving, guiding clients through lifeโ€™s transitions, and cultivating relationships that last.

Roseanne holds a BBA in Accounting from Eastern Kentucky University and is an active member of both the AICPA and the Ohio Society of CPAs. Her approach to tax preparation is equal parts technical and therapeutic, she believes that helping clients navigate financial challenges is not just a service, but a source of comfort and empowerment.

Outside the office, Roseanne enjoys country living with her husband, son, and their cat. Her favorite pastimes include baking, hiking, jet skiing, organizing anything in sight, and cheering on her guys as they play tennis and run marathons. Faith, family, friends, and pizza are her greatest joys.

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.

Education

  • Eastern Kentucky University, BBA in Accounting

Ask Me About

  • Why preparing taxes is like therapy for her
  • My latest organizing project