Michele Hewitt

Michele Hewitt

Principal, Senior Advisor/Client Tax Compliance

Michele Hewitt is a Principal, Senior Advisor/Client Tax Compliance with Wescott and is responsible for the ongoing management of clients’ financial and tax plans, along with their annual financial and tax updates, reviews, recommendations and implementation.  Committed to designing optimal paths for her clients to live their ideal lives, Michele’s expertise focuses on multi-faceted, comprehensive tax planning and compliance, financial planning, and retirement planning.

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, Michele was the Director of Tax Planning and Preparation at Asset Planning Services, Ltd. (APS).  A Certified Public Accountant (CPA) and Certified Financial Planner (CFP®), she was responsible for creating year-end tax planning projections, preparing tax returns for many of APS’ nationwide clients, and coordinating tax planning strategies with the financial planning department.  She brings over 20 years of public accounting and tax planning experience to Wescott.

She is a graduate of Millersville University.  Within the profession, she is a current member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.

Michele resides in Perkasie, Pennsylvania, with her husband, Barry, and their three children.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S. which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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