Lindsay Wilcox, CFP®, CTFA, CHFC®

Director- Wealth Planning

Lindsay can simplify your wealth

Lindsay Wilcox, CFP®, CTFA, CHFC® photo

Lindsay works with clients to develop and implement individualized planning strategies to help achieve their specific goals.

For more than 10 years, Lindsay has been helping entrepreneurs and their families simplify their financial lives. After earning a marketing degree from St. Vincent College, Lindsay earned a Masters in Business Administration from Joseph M. Katz Graduate School of Business, University of Pittsburgh.

Prior to joining the Waldron team, Lindsay served ultra-high net worth families with PNC Wealth Management and Wells Fargo Advisors. She is a lifelong learner and has earned numerous certifications. She is a CERTIFIED FINANCIAL PLANNER™ Professional, a Certified Trust and Fiduciary Advisor, and a Chartered Financial Consultant and is a frequent media contributor.

At Waldron, Lindsay specializes in implementing individualized planning strategies in the areas of estate planning, cash flow management, charitable giving, risk management, and taxation. She enjoys building long-term relationships with clients through wealth planning.

Outside the office, Lindsay enjoys travel, skiing, and is the owner of a fitness studio. She resides in Peters Township, PA with her husband, Chris and their dog Cota.

Back to the Team

Simplify Your Wealth

We believe the most successful wealth strategies are achieved through the collaboration of a team of individuals. Learn how our integrated, coordinated approach can simplify your wealth.

Lindsay's teammates

John J. Waldron photo

John J. Waldron

CEO & Founder

Matthew Helfrich, CFP® photo

Matthew Helfrich, CFP®

Partner & President

Michael Krol, CFP®, CPA photo

Michael Krol, CFP®, CPA

Partner & Head of Wealth Advisory

Benjamin M. Greenfeld, CFP® photo

Benjamin M. Greenfeld, CFP®

Partner & Chief Investment Officer

Robert H. Wyche, ATFA photo

Robert H. Wyche, ATFA

Partner & Managing Director

Casey Robinson, CFP® photo

Casey Robinson, CFP®

Partner & Chief Planning Officer

Joseph Palmieri, CFA photo

Joseph Palmieri, CFA

Partner & Managing Director - Family Office Services

Ali Swart, CFP® photo

Ali Swart, CFP®

Partner & Managing Director - Wealth Planning

Eric Vogt, CFP® photo

Eric Vogt, CFP®

Partner & Senior Wealth Strategist

Darcie Biancini photo

Darcie Biancini

Bill Pay Specialist - Family Office Services

Nick Colaizzi, CFP® photo

Nick Colaizzi, CFP®

Strategist - Investments

Chase D. Conti, CFP®, CAIA®, AWMA® photo

Chase D. Conti, CFP®, CAIA®, AWMA®

Director - Investments

Patrick Cortazzo, CFP®, ChFC®, CSLP® photo

Patrick Cortazzo, CFP®, ChFC®, CSLP®

Wealth Planning Analyst

Kelly Costello photo

Kelly Costello

Director - Wealth Planning

Madison Daggett photo

Madison Daggett

Investment Analyst

Ann Dugan photo

Ann Dugan

Family Enterprise Services

Nathaniel Ecoff, CFA photo

Nathaniel Ecoff, CFA

Managing Director - Investments

Patrick Ellsworth, CFA photo

Patrick Ellsworth, CFA

Strategist - Investments

Andrew Feldmann photo

Andrew Feldmann

Team Lead – Business Development

Nathan Freshwater, CFP® photo

Nathan Freshwater, CFP®

Wealth Planning Analyst

William A. Groom, CFP® photo

William A. Groom, CFP®

Strategist - Wealth Planning

Alex Hendrickson, CFP® photo

Alex Hendrickson, CFP®

Strategist - Investments

Chris Keller, CFP® photo

Chris Keller, CFP®

Team Lead - Client Service

Jack Knapton, CFP® photo

Jack Knapton, CFP®

Senior Analyst - Wealth Planning

Nicholas Koury, MBA, CFP® photo

Nicholas Koury, MBA, CFP®

Wealth Planning Analyst

Andrew Kuzemchak photo

Andrew Kuzemchak

Investment Associate

Spencer McKee photo

Spencer McKee

Wealth Planning Associate

Brent Meilinger, CFP® photo

Brent Meilinger, CFP®

Investment Analyst

Kaleigh Price, CFP®, ChSNC® photo

Kaleigh Price, CFP®, ChSNC®

Wealth Planning Analyst

Wade Rashilla photo

Wade Rashilla

Investment Analyst

Brett Rees photo

Brett Rees

Wealth Consultant

Lynne Schultz photo

Lynne Schultz

Business Development Specialist

Kevin Searfoss, CFP®, CDFA®, BFA™ photo

Kevin Searfoss, CFP®, CDFA®, BFA™

Senior Wealth Strategist

Samantha Spitzer Sheetz, CFP®, CDFA® photo

Samantha Spitzer Sheetz, CFP®, CDFA®

Director - Wealth Planning

Jonathan Tobal photo

Jonathan Tobal

Business Development Specialist – Marketing

Nick Urban, CFP®, RFC®  photo

Nick Urban, CFP®, RFC® 

Wealth Planning Analyst

Sarah Veverka photo

Sarah Veverka

Investment Associate

Jake Vranish, CFP® photo

Jake Vranish, CFP®

Wealth Planning Analyst

Bryan P. Waldron, CFP® photo

Bryan P. Waldron, CFP®

Director - Wealth Planning

Michael J. Waldron, CTFA photo

Michael J. Waldron, CTFA

Senior Analyst - Wealth Planning

Shea A. Waldron, CAP® photo

Shea A. Waldron, CAP®

Strategist - Family Office Services

Insights from Lindsay

Decoding The Generation Skipping Transfer Tax
Read

Decoding The Generation Skipping Transfer Tax

by Lindsay Wilcox, CFP®, CTFA, CHFC®

DISINHERIT THE GOVERNMENT FROM YOUR ESTATE PLAN
Read

DISINHERIT THE GOVERNMENT FROM YOUR ESTATE PLAN

by Lindsay Wilcox, CFP®, CTFA, CHFC®

Intrafamily Lending
Read

Intrafamily Lending

by Lindsay Wilcox, CFP®, CTFA, CHFC®

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