Joe leads the Waldron planning team, working closely with our Wealth Counselors to develop comprehensive financial planning solutions for individuals, families and multi-generational engagements, leveraging our multi-disciplinary approach. Prior to joining Waldron, Joe worked at PwC serving clients with various fiduciary tax needs, specializing in income tax planning, generation skipping tax, estate planning and trust administration. Joe resides in Valencia, PA with his wife Brittany, and their two children, Joey and Madelyn. Joe enjoys playing golf as much as he can, as well as spending time with family.
Education & Certificates B.S. Finance, Duquesne University Advanced Accounting Certificate, Duquesne University C.F.P. Professional Education Program, College for Financial Planning CERTIFIED FINANCIAL PLANNER™ Professional Certified Public Accountant
Featured in The News