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Kevin Searfoss, Certified Financial Planner, Certified Divorce Financial Analyst

Each member of the diversely talented team at Waldron leverages his or her own specific areas of expertise and experience to help our clients 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 our team 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 Kevin Searfoss, CFP®, CDFA, Wealth Counselor. Kevin specializes in risk and liability management, cash flow and debt management, and comprehensive planning. With more than 20 years of experience in wealth planning, and over 15 years at Waldron, Kevin brings an extraordinary amount of knowledge and perspective to his clients and to the firm.


Why did you join Waldron? In late 2001, I was working at another firm, when a colleague encouraged me to meet John for lunch. By the end of lunch, after hearing John speak about how critical a comprehensive perspective was to simplifying the complexity his clients were facing, I knew this was someone I wanted to work with.

What is the best advice you have ever received? “It’s much more important to listen during a meeting, than to try and demonstrate how valuable your services are.” – John Waldron.

If you could have dinner with anyone, who would it be? My two grandparents who passed away while I was very young – my grandfather on my mother’s side and my grandmother on my father’s side. I was fortunate to be able to spend time with two of my grandparents, but I wish I had the chance to get to know the two who passed on before I was old enough to remember them.

What is something people would be surprised to learn about you? That I am a pilot and worked as an air traffic controller. Right out of high school, I went to flight school to become a commercial pilot, and got my pilot’s license and a control tower operator degree.

What is the next item you plan to knock off your bucket list?  I would like to learn the Heimlich maneuver and CPR. A few years ago, a dining companion was choking on a piece of chicken. No one at the restauramt knew the Heimlich, so I made an amateur attempt to apply it, and luckily it worked. But I would like to take luck out of the equation should I ever end up in that situation again.

Matthew Helfrich, CFP®

Partner and President

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