Westgate Team

Ian W. Hartley, MBA, AIF®, Managing Partner

Ian is an owner and Managing Partner with Westgate Capital Consultants. Ian is responsible for overseeing the investment policies of the firm and business development. By working closely with Retirement Plan trustees, he assists them to understand and act on their obligations as fiduciaries. Ian also works with individual clients to truly understand their goals in order to create a financial action plan for their situation.

Ian@westgatecapital.com

Ian's full bio

Beth Di Re Hartley, CIMA, Managing Partner

As an owner and Managing Partner with Westgate Capital Consultants, Beth oversees the executive leadership and directs the daily operations and human resources of the firm. She also works closely with retirement plan participants, helping facilitate retirement plan educational meetings. Her extensive background and experience allows her to bring greater service to our retirement plan and individual wealth management clients.

Beth@westgatecapital.com

Beth's full bio

Scott A. Shelton, AIF®, Managing Partner

Scott is the founder and a Managing Partner of Westgate Capital Consultants. His experience and discipline brings a unique perspective to our clients. With over 36 years in the financial services industry, Scott believes that in order for our clients to be successful, their needs and objectives must be clearly identified and regularly reviewed.

ScottS@westgatecapital.com

Scott's full bio

Sandi Asidilla, Marketing Manager

Sandi is responsible for the firm’s marketing programs including events, website creation and maintenance, and overseeing all client communications and presentations. She also works closely with the advisors to prepare for trustee and participant meetings.

Sandi@westgatecapital.com

Robin Miller, Client Service Associate

Robin manages the firm’s individual account maintenance and prepares for individual client review meetings. Robin spends much of her time communicating with individual investors. She processes securities trades, transferring of assets, and prepares reporting to evaluate and monitor client accounts.

Robin@westgatecapital.com

Emily Shelton Lind, Relationship Manager, Retirement Plans

Emily is responsible for all aspects of the firm’s employer-sponsored retirement plans. She coordinates enrollment and educational meetings and serves as the primary liaison between retirement plan trustees, participants and vendors.

Emily@westgatecapital.com

Tabatha Scammon, Office Coordinator

Tabatha is the first point of contact at Westgate Capital Consultants. She runs the front desk by coordinating all office schedules, client meetings and answering the phones. Tabatha also assists with some retirement plan participant questions and account maintenance.

Tabatha@westgatecapital.com

Ronda Shelton, Founder

As one of the founders of Westgate Capital Consultants, Ronda was a significant contributor to the growth and development of the firm.