Breadcrumbs

Each member of the diversely talented team at Waldron leverages his or her own unique knowledge base and experience to help our clients solve their immediate challenges and achieve their long term goals.

Our team members are what make our firm so unique, and in an effort to help you get to know us a little better, from a professional and personal standpoint, we’re publishing a series of Team Member Spotlights.

This quarter, we turn the Spotlight on Bryan Walrdon, CFP®, Wealth Planning. Bryan joined the firm in 2015, and is a key member of the wealth planning team, where he provides support for our multi-disciplinary approach to wealth management. Bryan works across the many areas that impact our clients’ financial lives, including investment management, tax planning, estate planning, cash flow management, risk management and family governance.


Why did you join Waldron? I joined Waldron due to my interest in the financial industry that I developed while pursuing my business finance degree at Ohio University. Once I discovered my passion for finance, it made me strive to excel in school, so that I could meet the requirements to join the family business. After being around John and the others who helped shape Waldron and its culture all of my life, I was able to see the hard work and dedication it took to turn the company into what it is today. Once you combine the people, the vision, and achievements the team here has accomplished over the years, it made my decision to want to join very easy.

What is the best advice you have ever received? To never let the fear of failure alter your actions, because you are judged based on your accomplishments, not your failures. I received this advice from my father when I was about 14 years old. I had just joined a new hockey team with a very intense coach who did not tolerate mistakes, and it was really affecting my play. I believe this was my father’s way of telling me that no matter what you do in life, you can never have a fear that things might not turn out as planned, you just have to take the chances, make your mistakes, and learn from them.

If you could have dinner with anyone, who would it be? Dwayne (The Rock) Johnson. I have always been a big fan of The Rock and who he is as a person. When I read his biography, and learned about his childhood in Hawaii, how he grew up very poor, and all of the setbacks and injuries he experienced throughout his career, and then to see where he is now, I found it to be very inspiring and would love to learn more about his mindset throughout his journey.

What is something people would be surprised to learn about you? I have two F3 Bengals, a brown spotted Bengal from California, and a silver Bengal from Quebec. They are domesticated cats that are bred with Asian Leopards. What is intriguing about these animals (aside from their beautiful Leopard coats) is their wild personalities and their size – more in line with a dog than a house cat

What is the next item you plan to knock off your bucket list? To race my dirt bike in the Baja 500 on the Baja, California Peninsula in Mexico.

Matthew Helfrich, CFP®

Partner and President

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