joseph maker

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 Joe Maker, CPA, Wealth Planning. Joe uses his CPA background to lead our wealth planning team, and our comprehensive approach to supporting client goals. Joe is also leading the integration of customized corporate trust solutions into our asset protection and multi-generational wealth transfer services.

Why did you join Waldron? At this point in my career, I wanted to find an opportunity to combine the skills I’ve acquired over the years in the estate and income tax side of financial planning, and Waldron’s comprehensive service philosophy matched up perfectly. Waldron’s focus on developing talent from within also provides me with the opportunity to further develop my skillset, and to grow with the company.

What is the best advice you have ever received? A mentor at PwC once told me that in terms of growing and advancing in your career, it is better to ask for forgiveness than to ask for permission. He encouraged me to take chances, knowing that I was going to make mistakes. “If you get it wrong,” he said,  “no one’s going to fault you for trying, and learning from your mistakes.”

If you could have dinner with anyone, who would it be? I would say my grandfather. He passed away long before I was born and I never got to meet him. He served in the Army in WWII and was in the Battle of the Bulge. I would want to hear any words of wisdom he may have, being from the greatest generation.

What is something people would be surprised to learn about you?  I hold two football records at Duquesne for punting; one for longest punt and the other is tied for longest punt at Rooney Field. Both are still standing 16 years later. I also held a record for the longest javelin throw. Unfortunately, the javelin record was broken after I held it for 13 years.

What is the next item you plan to knock off your bucket list?  I don’t really have a bucket list per se, but one thing I do want to do is travel Europe, especially Italy.

Matthew Helfrich, CFP®

Partner and President

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