Welcome to WestPoint
Please join us in welcoming Tim Vollrath and his team to WestPoint Financial Group.
Tim brings more than 19 years of experience in financial services, working with individuals, families, and business owners to navigate their financial goals with confidence.
His expertise spans retirement income planning, investment strategies, wealth management, and risk management, with a strong emphasis on financial education and helping clients make informed decisions.
Throughout his career, Tim has held advisory and leadership roles with Prudential, MassMutual, and New York Life, most recently serving as a Managing Director with Principal Financial. His experience in recruiting, training, and developing advisors, along with leading financial services teams, provides a valuable perspective on the industry and a strong foundation for supporting both clients and fellow professionals. Drawing on his background in manufacturing and military service, Tim brings a disciplined, practical approach to financial planning built around preparation, sound decision-making, and long-term success.
Tim is joined by Pamela Cox, who has served clients in the financial services industry since 2017, and Charles Cline, who brings more than three decades of experience serving others through ministry, business ownership, and real estate. Together, they bring a diverse range of experience and a shared commitment to serving others and building meaningful relationships.
“I’m thrilled at the firm's opportunity to partner with Tim and his team and for WestPoint to benefit from his wealth of experience and commitment he brings to our industry."
Beyond his professional commitments, Tim is dedicated to serving his community as Commander of American Legion Post 485 and an elected Trustee for Miami Township. Outside of work, he enjoys staying involved in his community and spending quality time with his five children and six grandchildren.
We’re proud to welcome Tim, Pamela, Charles, and their team to WestPoint and look forward to supporting them as they continue to serve their clients, grow their practice, and make an impact across our firm.