Our Professionals

A culture focused on client service excellence.
A

Wescott’s ability to provide clients with financial guidance and peace of mind sets us apart from other wealth management firms. At the center of that success is a team with a unique blend of financial expertise and life expertise. Our professionals are client-focused and results-driven. This means smart, client-specific strategies that work in the real world, not just on paper. The result is clients who feel better and live better. That’s Life-Minded Wealth.

Meet Our Professionals

Lydia P. Sheckels, CLU, ChFC, CFP<sup>®</sup>

Lydia P. Sheckels, CLU, ChFC, CFP®

Chief Investment Officer, Partner and Senior Financial Advisor 215.979.1600 View Full Bio
Harold P. Weinstein, Ph.D.

Harold P. Weinstein, Ph.D.

Director of Organizational and Talent Development 215.979.1608 View Full Bio
Matthew J. Sgro

Matthew J. Sgro

Director of Finance and Chief Compliance Officer 215.979.1692 View Full Bio
Stephanie M. James, MBA, CFP<sup>®</sup>

Stephanie M. James, MBA, CFP®

Senior Financial Advisor and Director of Financial Planning Standards 215.979.1694 View Full Bio
Sandra E. Goodstein, MSFS, CDFA,<br>CFP<sup>®</sup>

Sandra E. Goodstein, MSFS, CDFA,
CFP®

Managing Director and Senior Financial Advisor 215.979.1900 View Full Bio
Karen McIntyre, CFP<sup>®</sup>

Karen McIntyre, CFP®

Managing Director and Senior Financial Advisor 215.979.1683 View Full Bio
Christopher A. Cortese, CFP<sup>®</sup>

Christopher A. Cortese, CFP®

Financial Advisor and Director of Next Gen Advisor Development 215.979.1669 View Full Bio
Cynthia J. Bucher

Cynthia J. Bucher

Manager of Trust and Client Services 305.960.2223 View Full Bio
Helen C. Andrick

Helen C. Andrick

Manager of Account Administration 215.979.1612 View Full Bio
Amanda R. Weldon

Amanda R. Weldon

Senior Investment Research Analyst 215.979.1614 View Full Bio
Christopher A. Spay

Christopher A. Spay

Trading and Operations Specialist 215.979.1663 View Full Bio
Katelyn O. Friel

Katelyn O. Friel

Marketing and Sales Coordinator 215.979.1660 View Full Bio
Julia L. Reynolds

Julia L. Reynolds

Advisor Assistant/Office Coordinator 215.979.1904 View Full Bio

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.

closeenvelope facebookfaxgoogle-pluslinkedinIconphoneprinter search IconTwitterFemale UserCreated with Sketch.

Sign up for Wescott News