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 multi-faceted, comprehensive financial planning, retirement planning, tax, estate planning and investment management.
She is a member of Wescott’s Portfolio Strategy Group, which oversees the firm’s dynamic investment strategies, ongoing due diligence of Wescott’s investment managers and asset allocation design.
Prior to joining Wescott, Bethany was a Senior Financial Planner and Director of Client Services at Asset Planning Services, Ltd. (APS). There, she was responsible for the oversight and management of their Client Service Department, which provided direct support to clients and their needs. As a Certified Financial Planner™ (CFP®) and a Certified Fund Specialist (CFS®), she brings over 20 years of financial planning and client service experience to the Wescott team.
She is a graduate of Temple University. Within the profession, Bethany is an active member of the Financial Planning Association (FPA).
She resides in Harleysville, Pennsylvania.