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.
Courtney Sukitch
Operations Team Lead
Stephanie Tessmer
Document Management Assistant
Jonathan Tobal
Senior Business Development Specialist – Marketing
Nick Urban, CFP®, CTFA, RFC®
Senior Analyst – Wealth Planning
Sarah Veverka
Investment Associate
Jake Vranish, CFP®
Wealth Planning Analyst
Bryan P. Waldron, CFP®
Director – Wealth Planning
Michael J. Waldron, CTFA
Senior Analyst – Wealth Planning
Shea A. Waldron, CAP®
Strategist – Family Office Services
Lindsay Wilcox, CFP®, CTFA, CHFC®
Director- Wealth Planning
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
Preparing for the tax sunset
by Patrick Cortazzo, CFP®, ChFC®, CSLP®
Decoding The Generation Skipping Transfer Tax
by Lindsay Wilcox, CFP®, CTFA, CHFC®