Our Associates

Michael Mock

30 South Wacker Drive, Suite 2700
Chicago, IL 60606

As a Financial Planner with WestPoint Financial Group, Michael knows that understanding each client’s unique situation is the most important aspect of what he does. By clearly identifying and
articulating a client’s vision, values, and goals, Michael is able to provide objective financial planning recommendations that are customized and specific. Michael takes a holistic approach, encompassing investment, estate, retirement, and educational funding planning as well as charitable giving, benefits design and risk management. He believes in a team approach to financial planning because it helps ensure clients are provided with the most current strategies and creative ideas.

Michael works with a wide range of people and their families, including small business owners, corporate executives, management consultants, physicians, attorneys, academics, and art, design
and advertising professionals.

In his spare time, Michael is an avid cyclist, spending lots of quality time riding along Lake Michigan. He has traveled all over the world and lived in several countries including Sweden, England, and Spain. Michael is proud to be involved in a number of organizations that focus on causes that are important to him including social justice, the environment and sustainability, the lgbtq community and homeless youth.

Main areas of Focus
  • Financial Planning
  • Wealth Management
  • Legacy & Estate Planning
  • Investment Strategies 
  • Risk Management
  • Charitable Giving
19+Years Experience
A middle-aged man with gray hair, glasses, and a beard is wearing a dark blazer over a checkered shirt, standing in front of a blurred light background.

Education

Indiana University, New York University

Licenses

Series 6, Series 7, Series 63, Series 66, SIE

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