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 – N Franklin St., IL
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Annie Lam
Practice Development SpecialistChicago – N Franklin St., ILannielam@financialguide.com -
Caroline Obacz
New Business CoordinatorChicago – N Franklin St., ILcobacz@financialguide.com -
Crysta Osborne
Senior New Business CoordinatorChicago – N Franklin St., ILcosborne@financialguide.com -
Jessica Reyes
New Business CoordinatorChicago – N Franklin St., ILjessicareyes@financialguide.com -
Salina Vo
Licensing and Contracting CoordinatorChicago – N Franklin St., ILsvo@financialguide.com -
Jennifer Yeaton
Business Development ManagerChicago – N Franklin St., ILjenniferyeaton@financialguide.com
Chicago – Wacker Drive, IL
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Derek DeCiccio
Agency ControllerChicago – Wacker Drive, ILddecicco@financialguide.com -
John Greene
Chief Growth OfficerChicago – Wacker Drive, ILjgreene@financialguide.com -
Jessie Hamilton
Agency RecruiterChicago – Wacker Drive, ILjhamilton@financialguide.com -
Kayla Herzfeld
Hospitality & Communications ManagerChicago – Wacker Drive, ILkherzfeld@financialguide.com -
Colie Masur
Training and Development ManagerChicago – Wacker Drive, ILcolie@financialguide.com -
Dan Ramage
IT SpecialistChicago – Wacker Drive, ILdramage@financialguide.com -
Meghan Reza
Marketing and Events CoordinatorChicago – Wacker Drive, ILmreza@financialguide.com -
Michael Windisch
Agency Supervisory OfficerChicago – Wacker Drive, ILmwindisch@financialguide.com
Cincinnati, OH
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Lee Ann Bentle
District Office ManagerCincinnati, OHlbentle@financialguide.com -
Matthew Potter
Agency Compliance OfficerCincinnati, OHmpotter@financialguide.com
Columbus, OH
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Karen Lidrbauch
District Office ManagerColumbus, OHklidrbauch@financialguide.com
Downers Grove, IL
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Lisa Atwood
Compliance Operations CoordinatorDowners Grove, ILlatwood@financialguide.com -
Tricia Bivens
Agency Supervisory OfficerDowners Grove, ILtbivens@financialguide.com -
Danielle Frady-Luna
District Office ManagerDowners Grove, ILdfradyluna@financialguide.com -
Nick Garcia
Agency Technology SpecialistDowners Grove, ILngarcia@financialguide.com -
Angela James
Business Resource CoordinatorDowners Grove, ILangelajames@financialguide.com -
Michelle Juras
Agency Supervisory OfficerDowners Grove, ILmjuras@financialguide.com
Indianapolis, IN
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Cassandra Austin
Director of First ImpressionsIndianapolis, INcassandraaustin@financialguide.com -
Linda Bishop
Technology & Training OperationsIndianapolis, INlbishop@financialguide.com -
Traci Cawi
Marketing Project ManagerIndianapolis, INtcawi@financialguide.com -
Joyce Daniels
New Business CoordinatorIndianapolis, INjdaniels@financialguide.com -
Connie Feldman
IT ManagerIndianapolis, INcjfeldman@financialguide.com -
Christine Foulke
Director of MarketingIndianapolis, INcfoulke@financialguide.com -
Ali Goss
Agency RecruiterIndianapolis, INaligoss@financialguide.com -
Amy Grindstaff
Agency Supervisory OfficerIndianapolis, INAGrindstaff@financialguide.com -
Michael Hutchison
Chief Financial OfficerIndianapolis, INmhutchison@financialguide.com -
Jon Lovett
Agency RecruiterIndianapolis, INjlovett@financialguide.com -
Jill McRoberts
Special Events ManagerIndianapolis, INjmcroberts@financialguide.com -
Chelsea Ninness
New Business CoordinatorIndianapolis, INcninness@financialguide.com -
Nikki Pulfer
Assistant Special Events CoordinatorIndianapolis, INnpulfer@financialguide.com -
Onda Shambaugh
New Business CoordinatorIndianapolis, INoshambaugh@financialguide.com -
David Speckman
Training and Development ManagerIndianapolis, INdspeckman@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 -
Holly Weicht
Administrative AssistantIndianapolis, INhweicht@financialguide.com
Lexington, KY
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Anita Rodgers
Technology SpecialistLexington, KYarodgers@financialguide.com -
Leigh Wilcoxson
District Office ManagerLexington, KYlwilcoxson@financialguide.com
Madison, WI
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Anthony Amegashie
New Business CoordinatorMadison, WIaamegashie@financialguide.com -
Nicole Banks
District Office ManagerMadison, WInbanks@financialguide.com -
Angie Chovanec
Director of OperationsMadison, WIachovanec@financialguide.com -
Holly Flynn
Agency Supervisory OfficerMadison, WIhflynn@financialguide.com -
Eric Matthews
IT SpecialistMadison, WIematthews@financialguide.com
Peoria, IL
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Brittnie Mason
District Office ManagerPeoria, ILbmason@financialguide.com -
Jacob Smith
Internal BrokeragePeoria, ILjacobsmith@financialguide.com
Wauwatosa, WI
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Alex Donaldson
Marketing SpecialistWauwatosa, WIalexdonaldson@financialguide.com -
Derek Johnson
Agency Supervisory OfficerWauwatosa, WIderekjohnson@financialguide.com -
Carrie Serocki
Director of TechnologyWauwatosa, WIcserocki@financialguide.com -
Cari Stritesky
Agency RecruiterWauwatosa, WIcstritesky@financialguide.com -
Marissa Young
Agency Licensing CoordinatorWauwatosa, WImarissayoung@financialguide.com -
Debby Young
Compliance AdministrationWauwatosa, WIdeborahyoung@financialguide.com