Leadership 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.