Our Team
Alan Weichselbaum
CEO & Founder
Alan has almost 25 years of accounting and finance experience. He has both a CPA and an MBA and has had a very broad base of experience. He started his career as a staff accountant at Price Waterhouse. After receiving an MBA from New York University Stern School of Business, Alan spent three years at Philip Morris where he was a Manager of Financial Planning and Analysis.
Over the past 15 years, he has worked on Wall Street in various capacities. Alan has been a research analyst, a partner in two hedge funds and the CEO and CFO of a small broker dealer. Throughout his career, he has focused on smaller companies that are at inflection point and he has used his finance expertise to identify those companies that are going to successfully navigate during their transitional phase.
Elliot Daniel
Senior Analyst
Elliot serves as senior analyst at Wexus Group, LLC. since 2013. He draws from his experiences as an Accounting Associate at Stewart Daniel Accounting & Tax Services, as well as his experiences as a marketing analyst at the real estate firm Globerex.
Elliot received his degree in General Business from Yeshiva University, graduating cum laude. He caters to his clients specific needs by assisting them with one on one financial analysis, ranging from planning and budgeting to forensic accounting and reconciliation.
Shara Sita
Client Relations Advisor
Shara joined the Wexus team in 2014 as an advisor in client relations, with a focus in financial marketing and business management. She facilitates the on-boarding of new clients, from a field variety and brand culture, with the business transition process into full integration into our organization. By providing each and every client with the utmost service and personal approach, she ensures their satisfaction and understanding of their account.
Shara received her Bachelors degree in the Arts and Business Administration. Her creative background and personable attitude gives her an edge and a unique approach in customer service with a respective, refreshing, and relevant viewpoint. Some fun facts: she was a lacrosse player, is an avid runner, a mixed-media artist, and a mom of 2 girls!
Bracha Goldstein
Senior Accountant
Bracha graduated with a degree in accounting from Touro College. She is studying further to become a CPA. Prior to her joining the Wexus team, she was a manager at a pediatric office assisting their accounting department.
With her background, she provides the Wexus team with knowledgeable and tactful insight for our clients needs. Her attention to detail and her “get-it-done” attitude is the emphasis of how she achieves such exemplary work.
Lorraine Costa
Account Payables
Lorraine joined the Wexus team in October of 2021 as an account payable representative.
She brings to the Wexus team her problem-solving skills and outside-of-the-box tactics to assist with our clients needs. She is a team player and shows great initiative to take on new challenges. She has over 25 years experiance in customer service and sales support.
Fun facts: she is an artist, a chocolate aficionado, an origami teacher, and regular light house volunteer!
Sam Jacobs
Director of Payroll & Human Resources
Sam joined the Wexus team in 2020 as Director of Payroll and Human Resources. Prior to this, he was directing the payroll team at Paragon Healthcare Group primarily servicing Skilled Nursing Facilities and is now happy to bring his skills over and service the variety of clients and businesses here at Wexus.
With his careful attention to detail, he gives our clients the reassurance that their payroll is completed in both an accurate and timely manner. Outside of business, Sam keeps himself busy with many hobbies including magic, music and motorcycles!