WCC Press Releases

December 2016 – Robin Miller has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification marks in accordance with CFP Board certification and renewal requirements. Robin has earned this designation upon completing the rigorous CFP Board required coursework in topics such as financial planning, risk management, tax planning and management, estate planning, and retirement benefits, and successfully passing the CFP® Certification Examination.

September 2016 – Ian W. Hartley, has been recognized as one of LPL Financials Top Independent Advisors. This distinction is based on a ranking of overall production as of July 2016 and earns him a spot on LPL Financials Top 200 Producers list. Rankings are calculated using year-to-date GDC from 1/1/16-7/31/16.

September 2016 – Ian Hartley has been recognized as a 2016 Financial Times 401 Top Retirement Advisor. Chosen from advisors represented in 41 states and Washington, D.C., award winners are an elite list specializing in deferred compensation plans including 401(k) pensions. Professionals are recognized based on several factors, including retirement assets under management, growth rate of retirement business, specialization, and industry certifications.

September 2016 – Robin Miller attends the LPL Financial 2016 Focus Conference in San Diego, a gathering of nearly 5,000 industry professionals to learn new skills and expand industry knowledge.

April 2016 – Ian Hartley and Emily Lind attended fi360’s INSIGHTS 2016 in San Diego, a professional development conference for fiduciary education and networking with industry experts.

April 2016 – Ian W. Hartley is featured in Seattle Magazine as a 2016 Five Star Wealth Manager®

April 2016 – Scott A. Shelton is featured in Seattle Magazine as a 2016 Five Star Wealth Manager®

March 2016 – Ian W. Hartley is recognized as a top financial advisor and named LPL’s Chairman’s Council with LPL, rewarded for excellence in performance and accomplishments over the past year.

July 2015– Robin Miller attends the LPL Financial 2015 Focus Conference in Boston, a gathering of nearly 4,000 industry professionals to learn new strategies, expand product knowledge, and discuss the most relevant challenges facing the financial services industry.

April 2015 – Ian W. Hartley is featured in Seattle Magazine as a 2015 Five Star Wealth Manager®

April 2015 – Scott A. Shelton is featured in Seattle Magazine as a 2015 Five Star Wealth Manager®

October 2014- Ian W. Hartley is recognized as a top retirement plan advisor in the second quarter 2014 by LPL Financial.

August 2014– Ian W. Hartley attends the LPL Financial 2014 National Conference in San Diego, a leading financial services event focused on increasing value to investors .

April 2014 – Scott A. Shelton is rewarded for excellence in performance and accomplishments over the past year and attended the LPL Financial SUMMIT 2014 conference in Monte Carlo, Monaco.

September 2013 – Ian W. Hartley attends the LPL Financial 2013 Retirement Partners Conference in Colorado, a conference dedicated to retirement plan specialists.

August 2013 – Scott A. Shelton attends the LPL Financial 2013 National Conference in San Diego, a leading financial services event focused on increasing value to investors.

May 2013 – Beth Di Re Hartley joins WCC as a new partner that will be serving as Operations Manager, bringing 16 years of financial services and investment management experience to the firm.

April 2013 – Scott A. Shelton is rewarded for excellence in performance and accomplishments over the past year and attended the LPL Financial SUMMIT 2013 conference in Hawaii.

April 2013 – Scott A. Shelton is featured in Seattle Magazine as a 2013 Five Star Wealth Manager®.

April 2013 – Ian W. Hartley is featured in Seattle Magazine as a 2013 Five Star Wealth Manager®.

January 2013 – Business Examiner ranks Westgate Capital Consultants as the South Sound's 3rd largest company in Financial & Investment Planning Services, based on total assets under management as of October 2012.

October 2012 – Ian W. Hartley attends LPL Financial 2012 Retirement Partners Conference in Phoenix, a conference dedicated to retirement plan specialists.

August 2012 – Scott A. Shelton attends LPL Financial 2012 National Conference in San Diego, a leading financial services event focused on increasing value to investors.

April 2012 – Scott A. Shelton is featured in Seattle Magazine as a 2012 Five Star Wealth Manager®.

April 2012 – Ian W. Hartley is featured in Seattle Magazine as a 2012 Five Star Wealth Manager®.

February 2012 – Scott A. Shelton has been named to the 2012 LPL Financial Chairman's Club based on annual gross production.

January 2012 – Business Examiner ranks Westgate Capital Consultants as the South Sound's 6th largest company in Financial & Investment Planning Services, based on total assets under management as of October 2011.

August 2011 - Scott A. Shelton recently attended focus11, the 2011 LPL Financial National Conference in Chicago.

March 2011 – Ian W. Hartley earns his Accredited Investment Fiduciary (AIF) designation, enabling him to serve as an investment co-fiduciary to retirement plans.

February 2011 – Scott A. Shelton has been named to the 2011 LPL Financial Chairman's Club, awarded to less than two percent of the LPL Financial 12,000 advisors nationwide.

December 2010 – Ian W. Hartley joins WCC as a new partner, offering several years of experience to enhance services to current clients and allow the firm to offer expertise to a broader segment of the Puget Sound business community.