Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Reyna earned her Bachelor’s Degree from San Jose State University in 2018. She joined the Waldron Partners team in 2019 and is the administrative assistant to Peter Waldron. Reyna assists in the everyday tasks that are needed to ensure our team can continue to service our clients first, last, and always. With her free time, Reyna likes to spend time with friends and family, watch movies, and enjoys an occasional hike.
James believes in providing quality financial planning and education for clients in all aspects of life. Whether someone is just starting out with their first career or enjoying the fruits of years of hard work, he helps clients make sense of all their different options by educating them on how they can benefit from taking action.
Waldron Partners is dedicated to helping clients create a custom plan tailored to meeting their personal goals and objectives. In line with this dedication they work to complement and coordinate with the services of the clients’ other advisors.
James is a graduate of Saint Mary’s College of California with a Bachelor of Science in Accounting, and minor in Business Administration. He is an avid runner, and can often be found either coaching or following his alma mater, the Saint Mary’s Cross Country and Track teams as they compete around the country. He also spends much of his free time volunteering at local schools, teaching students and families the basics of financial literacy.
Troy earned a Bachelor of Science in Finance from San Diego State University. Troy joined our team in 2018 after spending 11 years as an Investment Consultant with Scottrade. He holds FINRA Series 7, 63, and 66 registrations. As an Investment Specialist, Troy monitors, manages, evaluates, and reallocates the suite of investment portfolios that we implement for our clients. In his free time, Troy enjoys spending time with family, playing golf, and cooking.
Peter Waldron is Managing Partner at Waldron Partners, and is affiliated with Sagemark Consulting, a division of the Lincoln Financial Advisors Corp. as an investment advisor representative. His practice specializes in working with Ultra High Net worth Families on their planning needs and focuses on the areas of Estate, Investment, Retirement and Tax Planning.
With more than 17 years in the financial services industry, Peter joined Waldron Partners in 2004. Peter delivers objective, strategic and prudent advice to help his clients accumulate, retain, and transfer wealth. Peter creates customized, comprehensive financial plans helping his clients identify their key objectives to help them reach their financial goals. Peter then takes the plan and ensures he communicates and strategizes with his clients’ other advisors. This provides coordination between all of the advisors and to ensure continuity in the client’s financial plan. Peter’s creative expertise and commitment to his client relationships has fostered the growth of his clientele.
Peter T. Waldron earned a Bachelor of Arts Degree in History with a minor in Economics from Colorado State University in Fort Collins, Colorado. Currently, Peter’s family of 7 resides in Alamo. He and his wife spend their personal time with their 5 children. He was born in Montclair, New Jersey and grew up in Alamo, where he continues to serve his community through his active philanthropy.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.