Ali is the Managing Director of Waldron’s Wealth Planning Department, where she works to develop and implement comprehensive, goal-based wealth planning strategies for our clients.

For more than 15 years, Ali has been helping entrepreneurs and their families simplify their financial lives. After earning a Marketing and a Management Information Systems degree from Marietta College, she earned a Master of Business Administration from Florida Atlantic University.

Prior to joining Waldron, Ali worked for Fidelity Investments. Through the Professional Executive Certificate Program at Duquesne University Graduate School of Leadership and Professional Studies, she became a CERTIFIED FINANCIAL PLANNER™.

At Waldron, Ali specializes in income tax planning, estate planning, cash flow analysis, corporate benefit analysis, charitable planning, and risk management. She enjoys building long-term relationships with clients through wealth planning and is a frequent media contributor to major media publications, including Kiplinger, and a co-host of Waldron’s podcast “Wealth Simplified”.

Outside of the office, Ali enjoys all Peloton classes, road biking, and adventuring with her children. She serves on the Board of Directors for the Financial Planning Association (FPA) Pittsburgh chapter. Ali resides in North Fayette, PA with her husband, Bill, son, Logan, daughter, Alaina, and their rescue pup, Nova.

Carrie provides operational and administrative assistance to clients as part of the Wealth Management team.

For more than 20 years, Carrie has been helping entrepreneurs and their families simplify their financial lives. Prior to joining the Waldron team, she was employed by PNC Financial Services Group, where she helped with the smooth acquisition of three major east coast financial institutions.

At Waldron, Carrie specializes in evaluating existing, and creating new, life insurance policies by running illustrations, completing applications, coordinating medical exams, gathering medical records, and facilitating policy delivery. She builds long-term relationships through setting up and maintaining client transactions.

Outside of the office, Carrie enjoys spending time with friends and family, volunteering at her church, coaching girls’ basketball, traveling, and exploring the outdoors.

Brooke is a Client Service Associate within Waldron’s client service department. Before joining the Waldron team, she gained 12 years of experience in the food, hospitality, and catering services industries, in addition to 8 years of management experience.

At Waldron, Brooke specializes in the preparation of client documents and delivers administrative support to the firm’s Client Service team by coordinating appropriate actions for accurate execution. Additionally, she focuses on operational and departmental assistance to clients as part of the Wealth Management team.

Outside of the office, Brooke enjoys baking, reading, and spending time with her friends and family. She resides in Carnegie with her boyfriend Paul and pet cat, Donny.

With more than 15 years of experience in the financial services industry, Kelly brings deep knowledge in client service and a strong commitment to delivering exceptional client experiences. A graduate of West Chester University of Pennsylvania with a degree in Marketing, Kelly specializes in collaborating with internal teams to enhance workflows and drive meaningful process improvements that benefit both the firm and its clients.  Known for building strong, lasting client relationships, Kelly takes pride in understanding client needs and promoting consistent, high-quality service.

Outside of the office, Kelly enjoys traveling, walking her family’s three rescue dogs, and cheering on her children in various extracurricular activities. Kelly resides outside of Philadelphia with her husband Tim, and their two daughters.

Darcie is Waldron’s Bill Pay Specialist within the Family Office Service Team who provides Personal CFO Services as part of the wealth management team.

For more than 5 years, Darcie has been helping entrepreneurs and their families simplify their financial lives through Waldron’s Client Service Team and Family Office Services. After graduating from PennWest University, she earned an Associate’s Degree in Business Management and a BSBA degree in Integrated Global Business.

Prior to joining Waldron, Darcie started her career in New York City with two Stock Transfer Agencies, and for over a decade, she served as a Client Service Associate and Branch Office Administrator at UBS Financial Services, Inc. in both the New Jersey and Pittsburgh market areas. As a lifelong learner, Darcie has continued her education by also earning a two-year Business Management Certification.

At Waldron, Darcie specializes in Client Service and enjoys building long-term relationships with clients through Waldron’s Family Office Services Group.

Outside the office, Darcie enjoys, bicycling, traveling, and watching sports, specifically football and Formula One. She resides in South Fayette Township, PA with her two teenage daughters, Nadia and Sophia.

Madison joined Waldron in 2020 and spent nearly six years in the Investment Department, where she focused on portfolio management, data analytics, and improving operational efficiency. She earned dual degrees in Mathematics and Economics from the University of Pittsburgh in 2018 and obtained her CFP® certification in 2024.

In her current role as a Compliance Specialist, Madison supports the firm’s commitment to regulatory adherence and ethical standards. She assists in developing, implementing, and monitoring the firm’s compliance program, as well as conducting testing and designing data‑driven procedures to enhance accuracy and transparency in client reporting. Madison also collaborates closely with the Investment Department and Investment Strategy Group to integrate compliance considerations into investment decision‑making and trading processes.

Outside the office, Madison enjoys reading, gardening, and spending time with her dogs, Jim and Walter.