Our Team
Jeffrey C. Sica – PRESIDENT
Mr. Sica is the Senior Financial Advisor and Chief Investment Officer of Sica Wealth Management, LLC. He has been managing money and advising clients on financial matters for almost two decades. Prior to starting his own firm, Mr. Sica was a Managing Director at Wells Fargo Advisors. He started his career at Ryan Beck and joined AG Edwards in 1996 as a vice president before moving to Wells Fargo Advisors.
He has continually been ranked among the top advisors in the country and as a specialist in managing assets for individuals and small business.
Consultant for Real Estate, Entertainment and Private Equity Industries
Licenses: 6, 7, 63, Life/Health/LTC
Thomas V. Collins III – SENIOR FINANCIAL ADVISOR
Tom joined Jeffrey Sica and his team at AG Edwards in 2006 after spending four years with TD Bank. Tom provides expertise in a broad range of client relationship services including portfolio management, retirement planning and identifying client goals while implementing a strategy to attain those goals. He has a BS in Finance from the University of Connecticut.
Accredited Asset Management Specialist
Licenses: 7, 66, Life/Health/LTC
Kailey Walsh – FINANCIAL ADVISOR
Kailey has been member of the Sica team for more than three years. She helps formulate investment strategy, and manages ongoing research to evaluate and recommend investments. Kailey received her Certified Retirement Planning Counselor designation in 2008. She earned a BA degree from Boston University.
Licenses: 7, 66, Life/Health/LTC
Cheryl Costa – DIRECTOR OF OPERATIONS
Cheryl oversees all of the day-to-day operations and administration of Sica Wealth Management. She is responsible for monitoring overall portfolio and risk exposure (risk management). Cheryl also organizes and coordinates all compliance and regulatory functions. She has 17 years experience in the industry and has been a branch manager for a leading financial services firm.
Licenses: 3, 7, 9, 10, 66
Theresa M. Boetger – REGISTERED CLIENT ASSOCIATE
Theresa is responsible for the oversight, processing and administration of all wealth management relationships. She has been in the financial services industry for more than four years and has developed exceptional rapport with her clients throughout her career. She is a cum laude graduate of Slippery Rock University.
Licenses: 7, 66
Arlene Hackett – REGISTERED CLIENT ASSOCIATE
As a Client Associate, Arlene brings six years of financial services industry experience to the operational support, portfolio review and client relationship functions she performs at Sica Wealth Management.
License: 7