Charlotte, NC Office

Daniele Donahoe is a CFA® charterholder with 16 years of industry experience. She is currently with Waverly Advisors, LLC and has previously worked at Rinehart Wealth Management. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in regulatory assets under management. The firm serves individuals, retirement plans, and pooled investment vehicles, offering a range of services including investment management, financial planning, and multi-family office solutions. Waverly integrates traditional equity and fixed-income strategies with alternative and private markets allocations and operates affiliated entities such as a state-chartered trust company and a tax and accounting business.

Corey Meyer is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC. He previously worked at McShane Partners and The Vanguard Group, Inc. Before entering financial services, he spent time in the hospitality sector. Waverly Advisors is a multi-team registered investment adviser that manages portfolios for both non-high-net-worth and high-net-worth individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, providing a range of services including investment management, financial planning, and retirement plan consulting.

Lorraine Tomlin is a Series 65-licensed financial advisor with nine years of industry experience, currently with Waverly Advisors, LLC. She has been associated with Rinehart Wealth & Investment Advisory since 2011. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, serving a diverse client base that includes both non-high-net-worth and high-net-worth clients.

Rebecca Hoover is a financial advisor with Waverly Advisors, LLC in Charlotte, NC, holding a Series 65 designation and seven years of industry experience. She previously worked at McShane Partners for five years and KPMG for five years. In addition to her advisory role, she serves as president of Windsor Partners, LLC, a consulting business focused on financial matters. Waverly Advisors is a multi-team registered investment adviser that manages portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Sandra Carlson is a financial advisor with Waverly Advisors, LLC, holding CFP® and Series 66 designations and bringing 21 years of industry experience. She has been with Waverly Advisors since 2024 and previously worked at Rinehart Wealth Management, where she also serves as Chief Compliance Officer. Carlson teaches a tax planning course for the CFP program at Queens University and is a director of programs for the Financial Planning Association. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and multi-family office services.

Michael Van Ness is a CFA® charterholder with eight years of industry experience. He is currently affiliated with Waverly Advisors, LLC and has concurrent experience at Rinehart Wealth Management dating back to 2010. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, serving a diverse client base including non-HNW and high-net-worth clients.