Robert Waskiewicz is a Partner and Senior Financial Advisor with Wescott, working with clients to identify financial objectives and goals. His responsibilities are related to all facets of financial planning, investment portfolios and wealth management, and include the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations and…
Daniel Esquirell is a Principal, Senior Financial Advisor with Wescott and is responsible for the preparation and the ongoing management of clients’ financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation. Committed to designing optimal paths for his clients to live their ideal lives, Dan’s expertise focuses on multi-faceted, comprehensive financial planning,…
Bethany Landis is a Principal, Senior Financial Advisor and Client Service Liaison with Wescott and is responsible for the preparation and the ongoing management of clients’ financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation. Committed to designing optimal paths for her clients to live their ideal lives, Bethany’s expertise focuses on…
Sean Roberts is Wescott’s Principal, Chief Investment Strategist, responsible for contributing to the development and oversight of Wescott’s asset allocation strategies, conducting detailed quantitative and qualitative investment research and benchmarking performance relative to market indices and relevant peer groups. In collaboration with the firm’s Chief Investment Officer and Investment Research Group, he explores, monitors and…
As Principal and Senior Financial Advisor, Sandy Goodstein provides expert financial planning and wealth management services to Wescott’s clients. Working with the firm’s multi-disciplined Client Services Team, she is responsible for establishing and maintaining client relationships, providing financial planning and investment advice, retaining and increasing client assets under management and supporting Wescott’s Sales and Marketing…
Alex Rawdin serves as Wescott’s Business Development Officer. In his role, Alex leverages his financial, sales, and digital backgrounds to drive Wescott’s organic growth agenda through new client development program design and implementation. In addition to cultivating and maintain relationships with centers of influence and key partners, Alex’s primary function is guiding prospective clients through…
Amanda Weldon is Wescott’s Senior Investment Research Analyst. She is responsible for gathering, organizing, analyzing and reporting on performance and other qualitative investment related information pertaining to the portfolios, holdings and activities of Wescott’s current and future portfolio managers, investments, models and benchmarks. Working with the Chief Investment Officer, Amanda delivers vital investment related material…
Andrea Berger is a Senior Financial Planning Analyst with Wescott, working in close collaboration with Wescott’s Director of Financial Planning Standards (DFPS) to develop, enhance, and maintain the firm’s financial planning processes and procedures. She also assists in the development and management of a variety of non-client, financial planning projects, such as research on new…
Timothy Ferko is Wescott’s Director of Harleysville Office, Senior Financial Advisor. He is responsible for the preparation and the ongoing management of clients’ financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation. Committed to designing optimal paths for his clients to live their ideal lives, Tim’s expertise focuses on multi-faceted, comprehensive financial…
