Meet Our Executive Team

Lester P. Botki headshot
Chief Executive Officer and Financial Advisor
Sara B. Botkin headshot
President and Financial Advisor
Lester H. Botkin headshot
Chief Investment Officer and Financial Advisor
Danielle B. Wilson
Vice President and Director of Client Service
Eric

Erin Stanley

Executive Assistant
 
Botkin Team

Our Family Helping Your Family

We are a family of independent financial advisors who love what we do. At Botkin Family Wealth Management, we treat you the way that we ourselves want to be treated in our own business dealings – with care, respect, and the highest level of competence and professionalism. Exceptional client service in the form of proactive communication, diligent monitoring of your financial planning and investment strategy, and availability to you when you need us is what sets us apart.