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.
Brett Rees
Managing Director – Wealth Consultant
Amanda Robinson
Client Service Associate
Meranda Resides
Team Lead – Client Service
Kevin Searfoss, CFP®, CDFA®, BFA™
Senior Wealth Strategist
Samantha Spitzer Sheetz, CFP®, CDFA®,WFAA
Wealth Consultant
Jake Smith
Client Service Associate
Drew Steigerwald
Wealth Planning Associate
Courtney Sukitch
Operations Team Lead
Stephanie Tessmer
Document Management Assistant
Jonathan Tobal
Senior Business Development Specialist – Marketing
Nick Urban, CFP®, CTFA, RFC®
Strategist – Wealth Planning
Shannon Verklan
Client Service Specialist
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
Will social security still be there for you: What 2033 could mean for your retirement plan
by Chase D. Conti, CFP®, CAIA®, AWMA®
Will the “Future You” thank the “Current You” for the financial choices you make today
by Chase D. Conti, CFP®, CAIA®, AWMA®
Employee Spotlight: Sarah Veverka
by Sarah Veverka, CFP®