Shea A. Waldron, CAP®

Strategist - Family Office Services

Shea can simplify your wealth

Shea A. Waldron, CAP® photo

For more than 7 years, Shea has been helping entrepreneurs and their families simplify their financial lives.

After graduating with an Accounting degree from Penn State University, Shea joined Waldron in 2015. He passed the CAP® exam in 2019 and is a Chartered Advisor in Philanthropy.

At Waldron, Shea specializes in consulting high-net-worth families and family offices with completion services that are beyond investment management and financial planning, such as private aviation, bill pay, risk management, family governance, business owner advisory services, health care, and more.

Outside the office, Shea enjoys playing golf, hockey, tennis, hiking, biking, and shooting. He also serves on the Club 66 Board and works passionately towards encouraging young professionals to get involved with the Mario Lemieux Foundation to find a cure for cancer. Shea resides in Oakdale, PA with his Rottweiler, Tess.

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.

Shea Specializes In...

Lifestyle Services

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Private Aviation

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Shea'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

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

Nicholas Koury, MBA, CFP® photo

Nicholas Koury, MBA, CFP®

Wealth Planning Analyst

Jack Knapton, CFP® photo

Jack Knapton, CFP®

Senior Analyst - Wealth Planning

Andrew Kuzemchak photo

Andrew Kuzemchak

Investment Associate

Spencer McKee photo

Spencer McKee

Wealth Planning Associate

Brent Meilinger photo

Brent Meilinger

Investment Associate

Renee Mendelssohn, JD photo

Renee Mendelssohn, JD

Wealth Consultant

Kaleigh Price, CFP® photo

Kaleigh Price, CFP®

Wealth Planning Analyst

Bobby Pryhocki photo

Bobby Pryhocki

Investment Associate

Wade Rashilla photo

Wade Rashilla

Investment Analyst

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

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

Lindsay Wilcox, CFP®, CHFC® photo

Lindsay Wilcox, CFP®, CHFC®

Director- Wealth Planning

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