Kaleigh joined Waldron in 2022 as a member of the Planning Team.
For more than 5 years, Kaleigh has been helping entrepreneurs and their families simplify their financial lives. She earned a Finance degree from Temple University, and prior to joining the Waldron team, she served as an independent Financial Advisor. Kaleigh passed the CFP® exam in 2020 and is a CERTIFIED FINANCIAL PLANNER™ Professional.
At Waldron, Kaleigh works on a multitude of tasks relating to tax planning, estate planning, cash flows, charitable giving, and risk management.
Outside of the office, Kaleigh enjoys music, movies, and staying active outdoors with her two dogs, Rocky and Rambo.
