Celebrating WestPoint Milestones of Excellence
Honoring four WestPoint team members whose dedication, leadership, and commitment to our culture continue to shape the future of our firm.
At WestPoint, our success has always been built on the people who bring our values to life each day. Their dedication, collaboration, and commitment to excellence create the culture that defines our firm and inspires those around them. As we celebrate these milestone anniversaries, we are proud to recognize four team members whose years of service reflect not only their expertise, but also the lasting impact they have made on our advisors, colleagues, and the communities we serve.
This year, we celebrate Connie Feldman for 45 years, Traci Cawi for 25 years, Marianne Speer for 20 years, and Danielle Frady-Luna for 10 years of excellence at WestPoint Financial Group.
Connie Feldman’s 45-year career has been defined by dependable service and a willingness to evolve alongside the firm. As Technology Specialist, she has helped support advisors and staff through decades of technological change, ensuring they have the tools they need to succeed every day. Looking back, Connie is most grateful for the relationships she has built throughout her career and the opportunity to support those around her, while continuing to grow alongside the firm.
The people I’ve worked alongside over the past 45 years have meant everything to me.
“Supporting them and helping them succeed has been the most rewarding part of my career.”
Connie Feldman
For 25 years, Traci Cawi has helped shape the culture that makes WestPoint unique. As Culture & Merchandise Specialist, she creates experiences that bring people together and strengthen the connections that define our firm. Her creativity, energy, and passion for people have helped foster the welcoming, family-oriented culture that employees and advisors experience every day.
When you feel valued, it’s easy to put your heart into what you do.
“I truly have the best job because I get to work with the best team.”
Traci Cawi
As Director of Operations, Marianne Speer has spent the past 20 years helping guide the firm’s growth while preserving the values that have always set WestPoint apart. She has played an integral role in building collaborative teams, establishing operational excellence, and helping unite offices through periods of growth, all while ensuring WestPoint’s culture remains at the center of every milestone.
WestPoint has always felt like family.
“As we’ve grown, we’ve never lost the family-first culture that makes this such a meaningful place to build a career.”
Marianne Speer
Over the past decade, Danielle Frady-Luna has become a trusted leader dedicated to strengthening both the firm’s operations and its people. Her collaborative mindset, commitment to continuous improvement, and passion for supporting others embody WestPoint’s core values and have helped create an environment where individuals and teams can thrive together.
Every person at WestPoint brings something unique to the table.
“Our greatest impact comes from working together and investing in one another.”
Danielle Frady-Luna
Congratulations to Connie, Traci, Marianne, and Danielle on these incredible milestones.
Your dedication, leadership, and commitment to our people have helped shape the culture that defines WestPoint Financial Group. Thank you for your years of excellence and for continuing to inspire those around you as we grow together and invest in the next chapter of our firm’s success.