Aidan is a Wealth Planning Associate specializing in creating detailed financial planning deliverables, including trust summaries, cash flow projections, net worth statements, and much more.
Aidan joined Waldron in 2023 as Wealth Planning Intern, located in our Pittsburgh office. During Aidan’s internship, he was also attending La Roche University where he graduated with his Bachelor’s in Finance and Management in May of 2024. Soon after, he started full-time in our Philadelphia office where he is working towards advanced certification in financial planning.
In Aidan’s spare time he enjoys playing golf with his friends and spending time with his family.