WestPoint leads the industry in financial professional service with a support staff of over 70 individuals in 6 states. Our team has hundreds of combined years of experience in operations, marketing, new business processing, technology, client data management and more.
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Chicago – Wacker Drive, IL
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Nikki Barone
RecruiterChicago – Wacker Drive, ILnbarone@financialguide.com -
Morgan Breitbach
Compliance AssociateChicago – Wacker Drive, ILmbreitbach@financialguide.com -
Derek DeCicco
Agency ControllerChicago – Wacker Drive, ILddecicco@financialguide.com -
Sylvia Geller
Operations ManagerChicago – Wacker Drive, ILsgeller@financialguide.com -
Chris Gendreau
Agency Supervisory OfficerChicago – Wacker Drive, ILcgendreau@financialguide.com -
Sean Gillespie
Agency Technology SpecialistChicago – Wacker Drive, ILsgillespie@financialguide.com -
John Greene
Chief Growth OfficerChicago – Wacker Drive, ILjgreene@financialguide.com -
Colie Masur
Training and Development ManagerChicago – Wacker Drive, ILcolie@financialguide.com -
Matt Mendoza
Digital Marketing & Social Media SpecialistChicago – Wacker Drive, ILmmendoza@financialguide.com -
Jessica Millis
Chief Talent OfficerChicago – Wacker Drive, ILjessicamillis@financialguide.com -
Meghan Reza
Marketing and Events CoordinatorChicago – Wacker Drive, ILmreza@financialguide.com -
Salina Vo
Chicago Office Manager & Licensing and Contracting CoordinatorChicago – Wacker Drive, ILsvo@financialguide.com -
Andrew Ward
Chief of National DevelopmentChicago – Wacker Drive, ILaward@financialguide.com -
Michael Windisch
Agency Supervisory OfficerChicago – Wacker Drive, ILmwindisch@financialguide.com
Cincinnati, OH
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Lee Ann Bentle
New Business ManagerCincinnati, OHlbentle@financialguide.com -
Matthew Potter
Agency Supervisory OfficerCincinnati, OHmpotter@financialguide.com
Columbus, OH
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Karen Lidrbauch
Columbus Office Manager & New Business CoordinatorColumbus, OHklidrbauch@financialguide.com
Indianapolis, IN
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Tracey Allen
Chief of Selection & DevelopentIndianapolis, INtraceyallen@financialguide.com -
Daniel Baldwin
Director of Financial PlanningIndianapolis, INdanielbaldwin@financialguide.com -
Linda Bishop
Technology & Training OperationsIndianapolis, INlbishop@financialguide.com -
David Brennan
Chief Investment OfficerIndianapolis, INdavidbrennan@financialguide.com -
Traci Cawi
Marketing Project ManagerIndianapolis, INtcawi@financialguide.com -
Alexandra Cooper
Executive Coordinator to the Managing PartnerIndianapolis, INacooper@financialguide.com -
Danielle Couture
Financial Planning SpecialistIndianapolis, INdcouture@financialguide.com -
Maddie Deem
Event PlannerIndianapolis, INmdeem@financialguide.com -
Connie Feldman
Agency Technology SpecialistIndianapolis, INcjfeldman@financialguide.com -
Melanie Harris
Indianapolis Office ManagerIndianapolis, INmelanieharris@financialguide.com -
Michael Hutchison
Chief Financial OfficerIndianapolis, INmhutchison@financialguide.com -
Jill McRoberts
Special Events ManagerIndianapolis, INjmcroberts@financialguide.com -
Nikki Pulfer
Chief Marketing OfficerIndianapolis, INnpulfer@financialguide.com -
Onda Shambaugh
New Business CoordinatorIndianapolis, INoshambaugh@financialguide.com -
Marianne Speer
Partner & Chief of OperationsIndianapolis, INmspeer@financialguide.com -
Anna Maria Spurgin
Agency Supervisory OfficerIndianapolis, INaspurgin@financialguide.com -
Jessica Teagardin
Director of New BusinessIndianapolis, INJessicaTeagardin@financialguide.com -
Mike Terry
Agency Supervisory OfficerIndianapolis, INmaterry@financialguide.com -
Kyle Truex
Leads Manager & Practice Development SpecialistIndianapolis, INktruex@financialguide.com -
Cindy VanAusdal
New Business CoordinatorIndianapolis, INcvanausdal@financialguide.com -
Cassandra Young
Accounting CoordinatorIndianapolis, INcassandraaustin@financialguide.com
Lexington, KY
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Olessya Chusheva
Lexington Office ManagerLexington, KYochusheva@financialguide.com -
Anita Rodgers
Agency Technology SpecialistLexington, KYarodgers@financialguide.com
Lisle, IL
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Danielle Frady-Luna
Operations ManagerLisle, ILdfradyluna@financialguide.com -
Colleen Kehoe
Broker Dealer Relationship ManagerLisle, ILckehoe@financialguide.com -
Delaney McGrath
Lisle Office Manager & New Business CoordinatorLisle, ILdmcgrath@financialguide.com -
Caroline Obacz
New Business CoordinatorLisle, ILcobacz@financialguide.com -
Jessica Reyes
New Business CoordinatorLisle, ILjessicareyes@financialguide.com
Madison, WI
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Anthony Amegashie
New Business CoordinatorMadison, WIaamegashie@financialguide.com -
Preston Bollerud
RecruiterMadison, WIpbollerud@financialguide.com -
Angie Chovanec
Director of OperationsMadison, WIachovanec@financialguide.com -
Eric Matthews
Agency Technology SpecialistMadison, WIematthews@financialguide.com
Peoria, IL
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Jacob Smith
Agency Brokerage CoordinatorPeoria, ILjacobsmith@financialguide.com
Wauwatosa, WI
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Alex Donaldson
Marketing ManagerWauwatosa, WIalexdonaldson@financialguide.com -
Derek Johnson
Agency Supervisory OfficerWauwatosa, WIderekjohnson@financialguide.com -
Carrie Serocki
Director of Technology and Practice DevelopmentWauwatosa, WIcserocki@financialguide.com -
Raven Varnado-Glenn
Wauwatosa Office Manager & Marketing Administrative AssistantWauwatosa, WIrvarnadoglenn@financialguide.com -
Marissa Young
Licensing Coordinator and ContractingWauwatosa, WImarissayoung@financialguide.com