THE WALDRON Team
EXPERIENCE & KNOWLEDGE
At the heart of Waldron is an experienced team of passionate professionals with niche experience across the many disciplines required to simplify the complexities of wealth our clients face.
Keely Lowman
Client Service Specialist
Bob Mainello, CFP®
Director – Investments
Margaret Mandella
Executive Assistant
Spencer McKee, CFP®
Wealth Planning Analyst
Brent Meilinger, CFP®
Senior Analyst – Investments
Aidan Mills
Wealth Planning Analyst
Chris Petzold
Strategist – Investments
Kaleigh Price, CFP®, ChSNC®
Strategist – Wealth Planning
Wade Rashilla, CFA, CFP®
Senior Analyst – Investments
Shannon Rechter, SHRM-CP
Human Resource Generalist
Brett Rees
Managing Director – Wealth Consultant
Amanda Robinson
Client Service Associate
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
The Tax Coordination Gap
by Joseph Palmieri, CFA
A Founder’s Guide to Qualified Small Business Stock
by Claudia Balla, CFP®, CIMA®
Charitable Giving in 2026: A Quiet Tax Change Worth Noticing
by Claudia Balla, CFP®, CIMA®