Our Team
Westco Financial Group strongly believes in a team approach when providing financial assistance, education, and ongoing support to our clients. Rather than the "old school" mentality of one advisor for each client, we believe in providing the client with a team approach, where each member has a speciality. We feel this provides the client with the best service possible.
Executive Team
James G. Westmacott, CFP - President & CEO. Jim specializes in Managed Money and Comprehensive Financial Planning as well as guiding the direction of the Firm. Jim is a Registered Principal of Westco Investment Corp. (Series 24,7&63) and Life, Health and Variable Annuity licensed.
Barbara Fulcher, CFP - Barbara is recently retired as the Senior Vice President and Chief Financial Officer of Westco Financial Group. She is a Certified Financial Planner (CFP) and is currently working as a consultant.
Lori Barrett - Chief Operations Officer. Lori is responsible for the day to day operation and administration of the firm. She supervises and deals with all aspects of client service and human resources, along with supervising all support staff.
Kate Westmacott Domack - President of Westco Agency Inc.,the Vice President of Westco Advisory Services, Inc., and the Vice President, Secretary and Treasurer of Westco Investment Corp. Kate is also responsible for the Connecticut office. She has her Life and Health licenses as well as her Series 65. Kate is also responsible for networking and business development. She assists in security research for managed accounts and is also handling accounts payable/receivable and financials.
Addison(A.J.)Drummond - Vice President. A.J. is a Financial Advisor and also handles Income Tax Preparation. He is responsible for assisting with investment management and financial planning as well as new business development. A.J. is a Registered Principal of Westco Investment Corp. (Series 24,7,63, 65&51) and Life, Health and Variable Annuity licensed.
Westco Staff
Kenneth Hehir, III - Tax Preparer- Kenny works with Westco during tax season to prepare individual tax returns, trust returns and assist other preparers with input.
Andrew Meyer - Associate Financial Advisor - Andrew is currently handling client service responsibilities such as preparing for appointments, running reports and assisting with client phone calls. He also assists with investment research, portfolio analysis and provides additional support for the Advisors.
Giuliana Pacheco - Tax Assistant/Reception - Giuliana is responsible for handling client phone calls, setting up tax appointments, preparing client folders and collating tax returns. She also greets clients as they arrive for appointments.
Professional Staff
Mary B. Westmacott - Licensed Property & Casualty Agent. Mary is responsible for Homeowners, Auto and Business insurance.