Business Directory

Rep Roster

Mr. Jeffrey Warden

Representative Perry Warren

Charles Wasserott, IV, EA

Tom Watson

Mr. Brian Watterson

Michael Webster

Mr. Matt Weiland
Marketing Coodinator

Mr. W. C. Weiss, Jr.

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.
E-mail

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

Powered By CC-Assist.NET