Our Leadership Team We are good people defined by excellence who work together to be next level.
At WestPoint, our financial guidance is fueled by collaboration, backed by world-class resources, and delivered by a team that truly cares about your success.
The Heart of Who We Are
Whether it’s your first week or you’ve been with us for 15 years, you know what we’re made of and what we stand for because we wear it on our sleeve.
Our Managing Partners
Leadership You Can Count On
Greg McRoberts is relentless in his vision to position WestPoint as a market leader, fostering an environment where financial professionals thrive with the right guidance, resources, and support.
Josh Plank joined WestPoint after college and has been integral to its growth, with his dedication continuing to strengthen the firm’s future.
Paul Tokarz has built a proven record of helping clients achieve financial goals with care and consistency. His client-first focus has expanded into leadership, supporting both the Chicago offices and the firm overall.
Large-Scale Strength, Personalized Service
When you work with WestPoint, you get the power of an entire team – including 450 professionals supported by a diverse leadership team who are experts in investments, insurance, advanced planning, operational excellence, marketing, training, and so much more.
Meet our Recruiting, Development, & Training Teams
Our recruiters play a key role in helping you grow your practice by identifying and attracting talented individuals who align with your vision. We help you build a stronger team, scale your business, and expand your impact.
Led by Tracey Allen
Chief Selection & Development Officer
Meet our Financial Planning Team
Our goal is to impact advisor productivity by providing case design, access to intellectual capital, and comprehensive risk management solutions, and in-person meeting support.
Led by Dan Baldwin, Chief of Financial Planning
Meet our Marketing Team
We offer personalized marketing support for financial professionals, including strategic planning, event execution, creative services, sales materials, client experiences, and one-on-one guidance.
Led by Nikki Pulfer, Chief Marketing Officer
Meet our Teaming & Succession Planning Team
Our teaming platform includes end-to-end development, compensation planning, online tools, and regional team workshops. We facilitate business evaluation and succession planning.
Led by Matt Milburn, Executive Vice President & Angie Chovanec, Director of Teaming & Tiered Services
Meet our Operations, Information Systems, & New Business Teams
We deliver operational excellence through fast, accurate new business processing, dedicated advisor services, and technology integration that drives efficiency, growth, and lasting client relationships.
Led by Marianne Speer, Chief Operations Officer
Meet our Finance Team
Through accurate compensation and strategic support, our finance team provides financial professionals with the tools to grow their practice and realize the full value of the Career Contract.
Led by Michael Hutchison, Chief Financial Officer
Meet our Compliance Team
Taking a truly collaborative approach, we partner with our advisors to identify risks, provide advice and training, and establish standards and controls.
Led by Michael Windisch, Chief Compliance Officer
Meet our Executive Vice President
Matt Milburn provides strategic direction, vision, and leadership across the organization, guiding teams toward long-term success. He plays a pivotal role in aligning priorities and fostering collaboration, while also facilitation leadership meetings to ensure clear focus, accountability, and momentum.
“We care deeply about the people who work here, and they care about us. I grew up in a family business, so we look at this firm as a family. ”
Join the WestPoint Team
Be part of something greater.
WestPoint offers a culture of growth, autonomy, and support— so you can build your practice without limits.
Where Leadership Meets Mentorship
Our team of senior partners ensures both individual success and collective advancement.
Senior Partners demonstrate leadership through excellence in their own practices and a passion for mentoring financial professionals, particularly those at the start of their careers. They take on functional roles that spearhead critical initiatives shaping our firm’s growth and future.
Let’s Talk About Your Financial Future
Connect with the WestPoint team and take your next step with confidence.