Leadership

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 500 advisors and staff members located throughout Indiana, West Virginia, Illinois, Cincinnati, Ohio, Kentucky, and Wisconsin. Together, they serve over *200,000 clients and manage over **$14 billion in assets.

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 2019. 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 (Illinois from 2012-16, 2018-2020; Ohio from 2018-19; Kentucky from 2017-19).

Outside of work, Greg relaxes by reading and spending time with wife Jill, and their children, Emma and Owen. Greg is a World War II buff and enjoys historical fiction, especially when paired with a good glass of wine at their vacation home in Blackberry Farm, Tennessee. Owen is finishing up high school and Emma joined WestPoint in 2013 to continue the family tradition into its fourth generation.

*An insured, owner, or payer of a MassMutual policy or contract.

**Amount of individual life insurance in force as of 12/31/18 related to products issued by Massachusetts Mutual.