THE WALDRON Team
EXPERIENCE & EXPERTISE
At the heart of Waldron is an experienced team of passionate professionals with niche expertise across the many disciplines required to simplify the complexities of wealth our clients face.
Kaleigh Price, CFP®, ChSNC®
Strategist – Wealth Planning
Wade Rashilla, CFA
Senior Analyst – Investments
Shannon Rechter, SHRM-CP
Human Resource Generalist
Brett Rees
Managing Director – Wealth Consultant
Amanda Robinson
Client Service Associate
Meranda Resides
Team Lead – Client Service
Allie Schmitt
Client Service Specialist
Lynne Schultz
Business Development Specialist
Kevin Searfoss, CFP®, CDFA®, BFA™
Senior Wealth Strategist
Samantha Spitzer Sheetz, CFP®, CDFA®
Director – Wealth Planning
Joel Sirota
Wealth Planning Associate
Jake Smith
Client Service Associate
CULTURAL PILLARS
To keep our company culture thriving, we have established four “culture pillars” that serve as guideposts for developing our intra-company mindset.
- We Are A Team
- We Are All Entrepreneurs
- Driven To Make A Difference
- Mission First
WORKING AT WALDRON
At Waldron, we grow our team ahead of our needs, so that we can continue to deliver high touch, comprehensive counsel to each client we serve. That’s why we are always looking to meet passionate and talented people who are interested in joining our mission.
• Exceptional opportunities for growth and development
• Highly competitive compensation and benefits
• Award-winning culture of collaboration
Insights
Optimizing Cash Management for 2025
by Sarah Veverka
Preparing for the tax sunset
by Patrick Cortazzo, CFP®, ChFC®, CSLP®
