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
Campus & Early Careers ConsultantChicago – Wacker Drive, ILnbarone@financialguide.com -
Morgan Breitbach
Compliance SpecialistChicago – Wacker Drive, ILmbreitbach@financialguide.com -
Derek DeCicco
ControllerChicago – Wacker Drive, ILddecicco@financialguide.com -
Chris Gendreau
Supervisory OfficerChicago – Wacker Drive, ILcgendreau@financialguide.com -
John Greene
Director of DevelopmentChicago – Wacker Drive, ILjgreene@financialguide.com -
Colie Masur
Director of TrainingChicago – Wacker Drive, ILcolie@financialguide.com -
Matt Mendoza
Digital Content StrategistChicago – Wacker Drive, ILmmendoza@financialguide.com -
Jessica Millis
Career ConsultantChicago – Wacker Drive, ILjessicamillis@financialguide.com -
Meghan Reza
Graphic Design & Marketing SpecialistChicago – Wacker Drive, ILmreza@financialguide.com -
Jesse Tollefson
Financial Planning Operations AssociateChicago – Wacker Drive, ILjessetollefson@financialguide.com -
Salina Vo
Contracting & Licensing SpecialistChicago – Wacker Drive, ILsvo@financialguide.com -
Andrew Ward
Chief of National DevelopmentChicago – Wacker Drive, ILaward@financialguide.com -
Michael Windisch
Chief Compliance OfficerChicago – Wacker Drive, ILmwindisch@financialguide.com
Cincinnati, OH
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Lee Ann Bentle
New Business ManagerCincinnati, OHlbentle@financialguide.com -
Marcia Lovejoy-Brown
Contracting & Licensing SpecialistCincinnati, OHmbrownlovejoy@financialguide.com -
Matthew Potter
Supervisory OfficerCincinnati, OHmpotter@financialguide.com
Columbus, OH
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Karen Lidrbauch
New Business CoordinatorColumbus, OHklidrbauch@financialguide.com
Indianapolis, IN
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Tracey Allen
Chief of Recruiting & DevelopmentIndianapolis, INtraceyallen@financialguide.com -
Daniel Baldwin
Chief of Financial PlanningIndianapolis, INdanielbaldwin@financialguide.com -
Linda Bishop
Technology CoordinatorIndianapolis, INlbishop@financialguide.com -
David Brennan
Chief Investment OfficerIndianapolis, INdavidbrennan@financialguide.com -
Steve Brown
Supervisory OfficerIndianapolis, INstevenbrown@financialguide.com -
Amanda Bruckelmeyer
Career ConsultantIndianapolis, INabruckelmeyer@financialguide.com -
Traci Cawi
Culture + Merchandise SpecialistIndianapolis, INtcawi@financialguide.com -
Alexandra Cooper
Executive Coordinator to the Managing PartnerIndianapolis, INacooper@financialguide.com -
Danielle Couture
Financial Planning SpecialistIndianapolis, INdcouture@financialguide.com -
Maddie Deem
Director of Firm EventsIndianapolis, INmdeem@financialguide.com -
Connie Feldman
Technology SpecialistIndianapolis, INcjfeldman@financialguide.com -
Melanie Harris
Indianapolis Office ManagerIndianapolis, INmelanieharris@financialguide.com -
Michael Hutchison
Chief Financial OfficerIndianapolis, INmhutchison@financialguide.com -
Lisa Lauria
Supervisory OfficerIndianapolis, INllauria@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
Senior PartnerIndianapolis, INmspeer@financialguide.com -
Jessica Teagardin
Director of New BusinessIndianapolis, INJessicaTeagardin@financialguide.com -
Mike Terry
Supervisory OfficerIndianapolis, INmaterry@financialguide.com -
Kyle Truex
Leads SpecialistIndianapolis, INktruex@financialguide.com -
Janice Upchurch
Site ManagerIndianapolis, INjupchurch@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
New Business AdministratorLexington, KYochusheva@financialguide.com -
Anita Rodgers
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
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
Senior Career ConsultantMadison, WIpbollerud@financialguide.com -
Angie Chovanec
Director of Teaming & Tiered ServicesMadison, WIachovanec@financialguide.com -
Eric Matthews
Technology SpecialistMadison, WIematthews@financialguide.com -
Jenny Neitzel
Site ManagerMadison, WIjneitzel@financialguide.com
Peoria, IL
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Jacob Smith
Internal Sales SpecialistPeoria, ILjacobsmith@financialguide.com
Wauwatosa, WI
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Alex Donaldson
Marketing ManagerWauwatosa, WIalexdonaldson@financialguide.com -
Derek Johnson
Supervisory OfficerWauwatosa, WIderekjohnson@financialguide.com -
Carrie Serocki
Director of Information SystemsWauwatosa, WIcserocki@financialguide.com -
Raven Varnado-Glenn
Site ManagerWauwatosa, WIrvarnadoglenn@financialguide.com -
Marissa Young
Contracting and Licensing ManagerWauwatosa, WImarissayoung@financialguide.com