Westco Advisory Services, Inc.

Addison Drummond is a financial advisor at Westco Advisory Services, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Atria Senior Living. Westco Advisory Services provides comprehensive financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages approximately $251.8 million across about 316 clients and employs a documented risk-tolerance and goals-based investment process combined with a core-and-satellite approach for larger accounts.

Susan Forgasch is a CFP® with 34 years of experience in the financial services industry. She has worked at Westco Advisory Services, Inc. since 2012 and at Westco Investment Corp. since 1998. Outside of her advisory role, she serves as a member of the Planning Board for the Village of Lake Success. Westco Advisory Services provides comprehensive financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a documented risk-tolerance and goals-based investment process, using customized asset allocation and regular account reviews.

Joseph Becker is a financial advisor at Westco Advisory Services, Inc. with Series 63 and Series 65 credentials and approximately one year of experience in the industry. His prior roles include positions at Morgan Stanley and Jovia Financial Credit Union. Westco Advisory Services provides comprehensive financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a risk-tolerance-based investment process with customized asset allocation and a core-and-satellite approach, managing approximately $251.8 million for around 316 clients.

Kathryn Domack is a Series 65-licensed advisor at Westco Advisory Services, Inc. in Stratford, CT, with 10 years of industry experience. She has been with Westco Financial Services, Inc. since 2007 and Westco Investment Corp. since 2026. Outside of advisory work, she also prepares taxes for Westco Financial Services. Westco Advisory Services provides financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages approximately $251.8 million across about 316 clients, using a documented risk-tolerance and goals-based investment process combined with a core-and-satellite approach.

Kenneth Hehir Jr. is a financial advisor at Westco Advisory Services, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Westco Advisory Services since 2015, also maintaining roles at Westco Investment Corp. and NGL Group since 1986. Outside of advisory work, he is involved as a partner in NGL Insurance Group, which focuses on property and casualty insurance, and participates in the sales of life, disability, and long-term care insurance through NGL Life Associates. Westco Advisory Services provides financial planning and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and small businesses. The firm manages approximately $251.8 million for about 316 clients, utilizing a documented risk-tolerance process, customized asset allocation, and a core-and-satellite investment approach.

James Westmacott is a CFP® with 41 years of industry experience. He has been associated with Westco Advisory Services, Inc. since 1983 and also works with Westco Investment Corp. Outside of his advisory role, he owns an insurance agency, Westco Agency, Inc., though he does not actively manage that business. Westco Advisory Services provides comprehensive financial planning and portfolio management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages approximately $251.8 million for about 316 clients, utilizing a documented risk-tolerance and goals-based investment process with a core-and-satellite approach for larger accounts.