Each member of the diversely talented team at Waldron leverages his or her own unique skillset 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 Sunny Erdman, Wealth Counselor. Sunny joined the firm in 2018, and specializes in providing advisory services for high net worth and ultra-high net worth individuals and families. She develops and integrates customized planning solutions for our clients, with a focus on trust and estate planning, income tax planning, and the education of multi-generational families.

Why did you join Waldron? The collaborative team atmosphere and culture of exceeding expectations. I found the mindset of going the extra mile for our clients and for each other to be very much aligned with my own perspective.

What is the best advice you have ever received? The best advice I ever received is from my grandmother, many years ago.  I had just finished my freshman year/undergrad and had been spending money in blissful ignorance. Whenever I ran low on funds, I would call my grandmother, who would wire money into my checking account. That summer, I called to ask for an additional deposit, to which she responded, “This is the last time I am sending money, you need to get a job.”  I completely disregarded her advice and the following month, I called asking for another wire.  She was firm (and now I realize how difficult this must have been for her) and repeated ,”Get a job.”  I credit my drive and determination to her and that moment.

If you could have dinner with anyone, who would it be? My late mother. As I get older, I find myself asking questions that only she would have the answers to. Also, she was an amazing cook and I would love to learn how she prepared the amazing dishes she made for us.

What is something people would be surprised to learn about you? I have a sense of humor. Also, despite my fear of roller coasters, I have gone skydiving.

What is the next item you plan to knock off your bucket list? Ride a segway around DC and take photos like a tourist, while sporting a fanny pack.

Matthew Helfrich, CFP®

Partner and President

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