Business Directory

Rep Roster

Mr. Richard Welch
Chief Investment Officer
  • Founded  (2011) this Registered Investment Advisor (RIA) firm which provides investment advice, portfolio management services and diversification and asset allocation strategies.
  • Handle all investment research, trades, performance reporting, compliance, marketing and client relation functions
  • Hold FINRA Series 63 (State Securities Agent) and Series 65 (Registered Investment Advisor) licenses.
  • Hold Pennsylvania Life Insurance and Variable Annuity Licenses.
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Ms. Lucretia Wells

Mr. Thomas Westcott

Ms. Tammy Westney

Erica Wexler
President & Change Facilitator

Erica R. Wexler, MSOD is a pragmatically optimistic change facilitator with a knack for answering the big questions: How do we bring the right stakeholders together at the right time for the right purpose? How do we leverage our strengths? How do we navigate obstacles and work collaboratively? And the biggest question of all… how can we communicate better and find alignment?

Erica earned her Master’s in Organizational Dynamics from the University of Pennsylvania and certifications / executive coaching licenses in Applied Neuroscience, Organizational Leadership, Change Management, and Complex Project Management. Beyond academic achievement, Erica draws upon real-world experience helping leaders understand deeply rooted issues from multiple perspectives, resulting in real transformations with real, measurable impact.

For more than 25 years she has worked with organizations on the biggest transformation they face: removing the obstacles that are getting in the way of engagement, efficiency, productivity, and workplace satisfaction. 

Key to it all is her core focus: to create respectful, high-performance workplace environments where people at all levels contribute as a diverse, positive, and collaborative force!


E-mail

Ms. Carol White, CPA

Frank White
Branch Manager
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Ms. Stephanie Wiecer

Melissa Wieczorek
Co-Owner and Managing Partner

Melissa Wieczorek is a visionary entrepreneur with nearly two decades of hands-on experience as the co-founder and managing partner of Zest Culinary Service. Beyond her thriving business Melissa is a business coach dedicated to empowering women entrepreneurs to seize the opportunities that await them. She also serves as an adjunct instructor at Delaware Valley University where she imparts her wealth of knowledge in small business management and marketing of agricultural products, shaping the next generation of business leaders.

Melissa has an MBA in Marketing from Temple University and authored Behind Their Brand, Chef Edition, Volume 1.

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Ms. Jillian Williams

A. Rhodes Wilson, MBA,EA,CFP,CLU

Annette Wilson
Business Development and Estate Sales

Ms. Roxanne Wilson
Office & Mktg. Mgr.

Mr. Philip Wingate

Ms. Bridget Wingert

Joseph Wingert
Owner/Publisher

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