Greg McRoberts, CLU, ChFC, CFP
Managing Partner
Email gmcroberts@financialguide.com
Location
Indianapolis, IN
Greg McRoberts, CLU, ChFC, CFP
Following both his father and his grandfather into the financial services business, Greg had a clear vision of the scale and scope of the firm he wanted to build. His father supported his ambition and mentored him along the way. Greg was licensed to sell insurance by the age of eighteen and became a sales manager before graduating from college. In 2002, Greg became Managing Partner of WestPoint Financial Group.
Under Greg’s leadership, the Indianapolis-based financial services firm has experienced explosive growth, with over 400 financial professionals and staff members located throughout Indiana, Illinois, Cincinnati, Ohio, Kentucky, and Wisconsin. Together, they serve over *196,000 clients and service over **$43.9 billion in life insurance in force.
Greg attributes the firm’s success to the company culture. “We care deeply about the people who work here, and they care about us,” says Greg. “I grew up in a family business, so we look at this firm as a family,” he adds.
Relentless in pursuing his vision of a firm that is a leader in the marketplace, Greg has made it a priority to create and foster an environment where financial professionals have the support, guidance, and tools necessary to succeed. His efforts have proven to make the desired impact. WestPoint Financial Group is consistently recognized as an employer of choice. It has been named “One of the Best Places to Work in Indiana” every year from 2008 through 2024. Following the expansion into Illinois, Ohio and Kentucky, the firm has also earned a spot as “One of the Best Places to Work” in those states.
Greg enjoys reading, traveling, and spending time with his wife of 35 years, Jill. A World War II buff, he loves nonfiction and historical fiction, especially paired with a glass of red wine at their vacation home in Blackberry Farm, Tennessee. He cherishes Sunday dinners with his children, Emma and Owen, son-in-law Brad, and grandson Henry, the apple of his eye. Emma and Brad work at WestPoint Financial Group, and Owen runs his own car detailing business – each continuing the family tradition of entrepreneurship into its fourth generation.
*An insured, owner, or payer of a MassMutual policy or contract.
**Amount of individual life insurance in force as of 12/31/24 related to products issued by Massachusetts Mutual.
