Ali is the Managing Director of Waldron’s Wealth Planning Department, where she develops and implements comprehensive, goal-based wealth planning strategies for our clients.
For more than 12 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 is an active member of the Financial Planning Association (FPA) Pittsburgh chapter. Ali resides in North Fayette, PA with her husband, Bill, son, Logan, daughter, Alaina, and their coonhound, Zoey.