Client Service Associate

Victoria Bauer

Victoria joined Waverly Advisors in November 2025 as a Client Service Associate, bringing with her extensive experience in client service and more than 20 years in the banking and insurance industries. She serves as the primary point of contact for clients, overseeing all aspects of service including onboarding, asset transfers, distributions and contributions, and account maintenance. Known for her approachable style, Victoria enjoys meeting new people and plays a vital role in building and maintaining strong client relationships.

Outside of work, Victoria lives near Council Bluffs with her husband, Mike, and their dog, Max. She is a proud mother of two grown children, Trevor and Brooke, who reside in Nebraska. In her free time, she loves spending time with family, biking with friends, golfing, and exploring new destinations around the world.

[email protected]

712-217-8299

Council Bluffs, IA

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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 Science in Business Administration, Bellevue University

Community

Member, Community Engagement Committee