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Gary Waldren, CPA

Partner

"I believe understanding and responding to each of our clients’ unique situations is what sets S&P apart from other accounting firms. While certain components of our services are common across our client base, we provide invaluable attention to detail which is necessary to assist our clients in meeting their individual goals."

Gary graduated from Salisbury University and joined Schultheis & Panettieri, LLP in 1998. He moved out of New York in 2003 and worked for a Fortune 500 Company. In 2005 Gary returned to Schultheis & Panettieri, LLP and was promoted to Partner in 2012.

Understanding Complex Issues

Gary has valuable experience providing services to complex labor organizations and employee benefit plans. He dedicates most of his time to overseeing audits, expense allocation studies, preparation of governmental filings and handling special projects associated with some of the firm’s larger clients.

Gary works both in the office and out in the field coordinating engagements, supporting staff, performing technical reviews of engagements, attending board meetings, and assisting clients as needed.

Industry Participation

Gary is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants, and the International Foundation of Employee Benefit Plans.