Sarah is a member of the Investment Department, where she is responsible for managing client investment portfolios.

Sarah graduated from Kent State University with a Bachelor of Business Administration in Finance, and a concentration in Marketing. Prior to working at Waldron, Sarah worked at KeyBank in Cleveland as a Wealth Management Intern in their Family Wealth department. Sarah passed the CFP® exam in 2025 and is a CERTIFIED FINANCIAL PLANNER® Professional.

At Waldron, Sarah focuses on a multitude of tasks including managing client investment portfolios, cultivating long-term relationships with existing clients, and engaging with prospective clients to support their financial goals.

Outside of the office, Sarah enjoys staying active outside of work hours and exploring new areas of Pittsburgh. She resides in Lawrenceville, PA, where she enjoys spending time with her family and friends.

For More than 4 years, Jake has been helping entrepreneurs and their families simplify their financial lives. At Waldron, Jake specializes in client needs across administrative, investment and wealth planning functions.

While employed at Waldron, Jake graduated high honors from California University of PA with a dual major of Marketing and Global Business. Following graduation, Jake passed the CFP® exam and is a Certified Financial Planner™.  Prior to joining the Waldron team, he served as a supervisor of the call center at First National Bank of Pennsylvania and as a senior representative at BNY Mellon in their Private Banking Concierge group.

Outside the office, Jake enjoys Pittsburgh sports, exercise, and collecting and drinking whiskey. Jake lives in Castle Shannon, PA with his wife Alyssa, sons Evander and Lennox and cats Mickey and Dobby.  

Bryan works across the many areas that impact our clients’ financial lives, including investment management, tax planning, estate planning, cash flow planning, charitable planning, risk management, and family governance.

For more than 7 years, Bryan has been helping entrepreneurs and their families simplify their financial lives. Bryan earned a Finance degree from Ohio University, and prior to joining Waldron, he had experience at a major Wall Street firm as well as in the Internal Wealth Service Departments of Fidelity Investments. Bryan became a CERTIFIED FINANCIAL PLANNER™ Professional.

At Waldron, Bryan specializes in developing a holistic plan to cater to the client’s needs and enjoys building long-term relationships with clients though wealth planning.

Outside the office, Bryan enjoys all outdoor sports, traveling, and is a devoted fan to Pittsburgh sports.

Michael is a Senior Wealth Planning Analyst, helping clients understand their estate plan, maximizing retirement savings, and preparing business owners for their next chapter.

Michael joined Waldron in 2017 after earning a Bachelor’s degree at the College of Business, Ohio University, and is a Certified Trust and Fiduciary Advisor.

At Waldron, Michael specializes in estate planning, income tax planning, cash flows, charitable giving, risk management, and family governance for high-net-worth individuals and families. He is also a member of the estate planning council of Pittsburgh.

Outside of the office, Michael is an avid Steelers and Penguins fan, enjoys golfing with his friends and family, and played lacrosse throughout college. He resides in Mt. Washington, PA.

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.

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.