Waverly Advisors
Associate Wealth Advisor
CPA

Sami Gianella

Sami Gianella joined Waverly Advisors in February 2026 following the acquisition of Pure Portfolios by Waverly Advisors, LLC. As an Associate Wealth Advisor at Waverly, Sami brings experience in investment management, comprehensive financial planning, estate review, tax strategy, and charitable and family gifting. Sami is passionate about helping clients develop their financial goals and partnering with them to build thoughtful, personalized strategies to achieve them.

Sami received her Bachelor of Business Administration in Accounting and International Business from Gonzaga University. After completing her undergraduate degree, she obtained her Certified Public Accountant (CPA) license and began her career in public accounting, later expanding her experience in corporate accounting and finance. She also holds a Master of Business Administration from Eastern Washington University. Sami has passed the Certified Financial Planner™ (CFP®) exam and is currently completing the remaining requirements for certification.

Outside of the office, Sami enjoys traveling and spending quality time with family and friends. She also enjoys spending time outdoors camping, hiking, and fishing.

Areas of Expertise

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

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 client’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. Waverly’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

  • Bachelor of Business Administration in Accounting and International Business, Gonzaga University
  • Master of Business Administration, Eastern Washington University

Professional Affiliations

  • Certified Public Accountant (CPA)