Congratulations to Westmount’s newest partners by Westmount Staff
by Westmount Staff
We are thrilled to congratulate Jackie Boktor, Todd Goldman, and Tim Lonergan on being named Westmount’s newest partners.
Jackie joined the firm in 2018. Her work has broad operational impact, covering payroll, billing, reporting, budgeting, and new employee onboarding. She also coordinates closely with our outside CPAs, audit teams, bank personnel, and pension administrators on a variety of projects behind the scenes, and mentors and manages our administrative team.
Since joining Westmount in 2016, Todd has become a trusted advisor to many of our firm’s longest-standing relationships, thanks to his attentive service and thoughtful advice. Todd has also made important contributions to our firm’s culture, consistently organizing events that strengthen camaraderie between colleagues and enrich the employee experience.
Tim joined Westmount in 2021 and since then has meaningfully transformed our financial planning capabilities. Under his leadership, we have meaningfully expanded the reach and depth of our planning offering. Tim is also a trusted mentor for the broader planning team. In recognition of his significant contributions, Tim has been named Head of Financial Planning.
Being invited to become a partner is a recognition of the significant impacts Jackie, Todd, and Tim have each had on the firm, reflecting their leadership, judgment and unwavering commitment to our clients and fellow colleagues. Please join us in congratulating them on this major achievement!
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