Sandy Carter

Executive Assistant/marketing Assistant at WestPoint Financial Group

Sandy Carter has over two decades of experience in administrative and customer service roles, currently serving as an Executive Assistant and Marketing Assistant at WestPoint Financial Group since September 2006. In this role, Sandy assists Financial Registered Representatives with marketing and financial planning tasks, emphasizing attention to detail, organization, customer service, and confidentiality. Previous experience includes working as an Instructional Assistant at Independent Elementary School, where administrative tasks and student support were provided, and serving as a Customer Service Representative at Reflect.com, managing client customization needs and leading a program to recover dissatisfied customers. Earlier experience at Procter & Gamble involved supporting various brands with administrative and marketing assignments at multiple management levels. Sandy holds a High School Diploma from Highlands High School.

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Cincinnati, United States

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WestPoint Financial Group

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/