Lydia Sheckels is Partner, CIO Emeritus and Senior Financial Advisor of Wescott. With a professional background in financial planning and investment management, she practices in the areas of insurance analysis and planning, tax and cash flow management, and estate planning. She is a Certified Financial Planner™, Chartered Life Underwriter® and Chartered Financial Consultant®. Lydia serves on the firm’s Diversity, Equity, & Inclusion (DEI) Committee and Portfolio Strategy Group, which oversees the firm’s dynamic investment strategies, ongoing due diligence of Wescott’s investment managers and asset allocation design. She is also a member of the Investment and Management