Our mission at WestPoint Financial Group is simple.  We are dedicated to educating our clients to help them fulfill their financial goals.  We offer relevant experience, personalized attention, and outstanding resources.  Our financial and insurance associates listen intently, recommend thoughtfully, and care genuinely- about you, your family and your business.

Our associates are highly competent professionals, respected for their precise expertise, product knowledge and commitment to professional growth.  Our stringent code of ethics places the client’s needs above all others and demands uncompromising integrity in every aspect of our business conduct.  

WestPoint currently serves more than 200,000 clients through our network of financial professionals across the Midwest. The firm consists of over 500 associates and staff located throughout Indiana, Illinois, Ohio, Wisconsin, West Virginia, and Kentucky. 

Our core office locations are in the following areas: 

Chicago, IL
Downers Grove, IL
Peoria, IL
Cincinnati, OH
Columbus, OH
Fort Wayne, IN
Indianapolis, IN 
Merrillville, IN
Lexington, KY
Louisville, KY
Madison, WI
Milwaukee, WI

Visit us at http://www.westpointfinancialgroup.com/

Insurance

Personal Finance

WestPoint Financial Group

WestPoint Financial Group's headquarters in Indianapolis, IN, United States

Greg McRoberts

Bill Tsoulos

Jim Jasper

David Brennan Mba

Marianne Speer

Preston Bollerud

The Operations Team at WestPoint Financial Group is responsible for ensuring the smooth and efficient functioning of the company's day-to-day activities. This includes overseeing internal processes, coordinating between departments, managing technology and training initiatives, and ensuring compliance with regulatory standards. With a focus on optimizing operational workflows, the team supports the firm's financial professionals in delivering exceptional service to clients across the Midwest.

Operations Team

The Marketing Team at WestPoint Financial Group is responsible for developing and executing marketing strategies to promote the firm's financial services. This includes managing digital marketing campaigns, overseeing social media presence, coordinating events, designing marketing materials, and ensuring brand consistency across all platforms. They work collaboratively to enhance client engagement and elevate WestPoint's market position in the financial industry.

Marketing Team

The Leadership Team at WestPoint Financial Group plays a pivotal role in steering the company's strategic direction and ensuring the achievement of its mission to educate clients and help them reach their financial goals. Comprising top executives including the Partner & Chief of Operations, Chief Marketing Officer, Chief of National Development, Chief Talent Officer, and Chief Investment Officer, this team is responsible for overseeing operations, marketing initiatives, talent acquisition and development, investment strategies, and national growth efforts while upholding the company's ethical standards and commitment to client-centric service.

Leadership Team

The Business Development team at WestPoint Financial Group focuses on the growth and expansion of the company's client base and service offerings. The team is responsible for identifying new business opportunities, leveraging technology to enhance practice development, and supporting financial analysts with specialized expertise. They work collaboratively to devise strategic plans that align with the firm's mission of educating clients and fulfilling their financial goals, ensuring that WestPoint continues to grow its influence across the Midwest.

WestPoint Financial Group

Org chart

Teams

Operations Team

Marketing Team

Leadership Team

Business Development

Offices

WestPoint Financial Group

Org chart

Teams

Operations Team

Marketing Team

Leadership Team

Business Development

Offices

Related companies