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.
Samantha Spitzer Sheetz, CFP®, CDFA®
Director – Wealth Planning
Jake Smith
Client Service Associate
Courtney Sukitch
Operations Team Lead
Stephanie Tessmer
Document Management Assistant
Jonathan Tobal
Business Development Specialist – Marketing
Nick Urban, CFP®, RFC®
Wealth Planning Analyst
Sarah Veverka
Investment Associate
Valerie Vincent
Client Service Specialist
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
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®
WALDRON PRIVATE WEALTH IS EXCITED TO ANNOUNCE THE HIRING OF BRETT REES TO LEAD OUR MID-ATLANTIC EFFORTS
by Michael Krol, CFP®, CPA
Decoding The Generation Skipping Transfer Tax
by Lindsay Wilcox, CFP®, CTFA, CHFC®