Danielle is usually the first person clients see or speak with when they visit or call Waldo Wealth Partners, so she is especially conscientious of the need for excellent client service.

Her duties include scheduling appointments, assisting clients with questions, coordinating correspondence, and managing the practice. Danielle is comfortable juggling multiple duties in an organized fashion. She is also a Notary.*

Danielle joined forces with Waldo Wealth Partners at Raymond James in 2014. Before this, she raised a family after working for a decade at IBM as an Executive Assistant to VP North American Automotive Group.

When not in the office, Danielle enjoys spending time with her family at her cabin in Lakes of the North. Her hobbies are cooking, traveling, cross-stitching, listening to music, reading, boating, and snowmobiling.

*Notary services are not provided by NewEdge Advisors, LLC.

Caleb joined Waldo Wealth Partners in 2020 as the Client Partnership Officer with over a decade of legal and business experience centered around providing personal guidance through complex matters. He has worked on both the personal and corporate sides, including safeguarding family legacies via estate plans, negotiating optimal solutions to commercial disputes, and managing development for nationally known companies.

Caleb has also been involved in the municipal public sector, leading a downtown development authority to support the city’s business district through organizational growth and pandemic issues. He was also a highlighted member of the Oakland County Executive’s Oakland Together 40 Under 40 class of 2022*.

Caleb holds a Juris Doctorate and Bachelor of Arts in English and Political Science. Still, he learned the most from his late father’s character and service, which cultivated a passion for understanding the people and needs behind the facts and figures. Throughout a career of charting solutions through complex problems while balancing procedural and practical realities, Caleb has remained fixed on his north star: the client’s well-being. He brings this client-centered dedication to each Waldo Wealth Partners relationship.

Caleb spends most of his free time with family and friends, and his favorite investment is supporting children in developing countries out of poverty through Compassion International.

Founder and Financial Planner Ian Waldo is a seasoned financial professional with a deep understanding of the complexities of financial planning and investment strategies. His expertise spans many areas, from assisting clients in navigating career transitions to providing comprehensive retirement planning solutions. Ian has established himself as a trusted advisor for professionals, individuals, and small business owners seeking expert guidance on their financial journeys.

Before launching Waldo Wealth Partners as an independent practice, Ian served as a Financial Advisor at Raymond James since 2007. He holds the Series 66 investment license, the Michigan life and long-term care insurance licenses, the Wealth Management Specialist, and has completed the Investment Management Consultant program.

Ian earned a bachelor’s degree in finance from the University of Michigan–Dearborn.

Ian and his family live in Northville, a suburb of Metro Detroit. Ian enjoys serving his community, supporting a variety of organizations, including Ambassadors Football, Another Way Pregnancy Center, Doorkeepers, Habitat for Humanity – Detroit, Northville Chamber of Commerce, Northville Soccer Association, Novi Right to Life, Oak Pointe Church, Plymouth Kiwanis, Salvation Army, The University of Michigan Club of Greater Northville, and The University of Michigan – Dearborn College of Business Alumni Affiliate Board.

In his free time, Ian enjoys spending time with his beautiful family and friends, traveling, playing or watching sports, listening to music, reading, and being outdoors in nature.

Katie is an experienced marketing professional who is focused on curating the ideal experience for the clients of Waldo Wealth Partners. Her duties include client communications, event planning, and other important initiatives. Katie enjoys getting to know clients personally and making them feel at home.

Katie officially joined Waldo Wealth Partners in 2019 but has helped Ian with marketing ideas and planning events even before they were married in 2013. She also stays busy raising their children. Before this, she worked as a massage therapist and a nanny. Katie earned her certificate of massage therapy from Irene’s Myomassology Institute and a Bachelor of Science from Madonna University.

When not in the office, Katie enjoys spending time with family and friends, traveling, cooking, and learning about health and nutrition.