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- Madison Packers Viewing Party
- Wauwatosa Packers Viewing Party
- Chicago Pumpkin Fest
- Disability Awareness Reds Game
- WestPoint Recognized as One of Chicago’s Best Places to Work
- Disability Awareness Brewers Game
- WestPoint Recognized as One of Ohio’s Best Places to Work
- Disability Awareness White Sox Game
- WestPoint Rally
- Women of WestPoint Envoy
- 15 WestPoint Advisors Earn Spots on Forbes Top Financial Securities Professionals Ranking
- Carrie Serocki Named MassMutual’s PDS of the Quarter
- Chicago Juneteenth Celebration
- WPFG Pride Celebration
- MKE Juneteenth Celebration
- WestPoint Recognized As One of Indiana’s Best Places to Work
- Take Your Kids to Work Day
- Paul Gassel Earns Spot on Forbes Top Wealth Advisor Ranking
- Nicole Hobson Recognized in MassMutual’s Top 10 Women in Financial Planning and Disability Insurance (DI)
- WestPoint Kickoff
- March Madness
- WestPoint Capital Earns Spot on Forbes Top Wealth Management Teams Ranking
- Josh Plank & Paul Tokarz named co-Managing Partners at WestPoint Financial Group
- Carmel Christkindlmarkt
- Jingle & Mingle
- Brunch with Santa
- WestPoint Recognized as Top Investment Brokerage Firm
- Pumpkin Fest
- Disability Awareness Reds Game
- WestPoint Rally
- Live Mutual Week: WestPoint’s Day of Service
- WestPoint Recognized As One of Chicago’s Best Places to Work
- Introducing Tracey Allen Chief of Selection & Development
- 18 WestPoint Advisors Earn Spots on Forbes Top Financial Securities Professionals Ranking
- Salty Cowboy Taqueria Dinner
- Disability Awareness Brewers Game
- Juneteenth Celebration – Milwaukee
- Dan Baldwin Appointed as Chief of Financial Planning
- Juneteenth Celebration – Chicago
- WestPoint Ranked 2nd Place in Indiana’s Best Places to Work
- Financial Planning Summit
- Take Your Kids to Work Day
- A Special Songwriting Session with Mary Gauthier and Darden Smith
- Nashville Annual Kickoff and Recognition Celebration
- WestPoint Launches CFA Partnership Program
- WestPoint Capital Honored with Team of the Year from MassMutual
- Jingle & Mingle
- Brunch with Santa
- Minority Business Owner Symposium
- Chicago Office Move
- Pumpkin Fest Chicago
- WestPoint has been recognized as one of Chicago’s Best Places to Work
- Ryder Cup Viewing Party
- WPFG In The News: National Suicide Prevention Awareness Month
- Cincinnati Reds Disability Awareness Game
- 11 WestPoint Financial Group Advisors Earn Spots on Forbes Top Financial Securities Professionals Ranking
- This Is Our Time – WestPoint Rally
- WestPoint Financial Group honored with Community Service Award from MassMutual
- Women of WestPoint Envoy
- Juneteenth Celebration – Milwaukee
- Summer Fest
- Vegas Annual Kickoff and Recognition Celebration
- IAFF-FC Wealth Management Initiative
- Going Big at WestPoint Rally
- WestPoint Gives Back – Day of Service with Diversion Inc.
- Family Fun Fest
- Josh Plank Wins Sales Manager of the Year
- Jeff Burgess Receives Two Awards from American Cancer Society
- Josh Plank Recognized for Outstanding Leadership
- WestPoint Financial Group Merges with Three Local Firms, Making it one of the Largest Insurance and Wealth Management Firms in the Midwest.
Team
- Adam Claerbout
- Adam Solano
- Alex Donaldson
- Alexandra Cooper
- Alisha Bush
- Amanda Bruckelmeyer
- Amy Longenbaugh
- Andrea Whitican
- Andrea Wiegand
- Andrew Ward
- Andy Schnipke
- Angie Chovanec
- Anita Rodgers
- Anthony Zitella
- Arbi Bejleri
- Ashley Johnson
- Austin J. Krutzsch
- Brad Huke
- Brandon Kominkiewicz
- Bret Hartung
- Brett Bauch
- Brett Nanna
- Brian K. Woolman
- Bryan Wittenbraker
- Caden Lee
- Caroline Obacz
- Carrie Serocki
- Cassandra Young
- Celeste M. Bermejo
- Chad Noyes
- Charles Colletta
- Charles Idemudia
- Chris Gendreau
- Chris Shockley
- Chris Slevin
- Christian Stacy
- Christine Thornburg
- Christopher Deter
- Christopher Plummer
- Christopher Schaefer
- Cindy VanAusdal
- Colie Masur
- Colin Juenger
- Connie Feldman
- Courtney Ashley
- D. Scott Brennan
- Dan Shaner
- Daniel Baldwin
- Daniel J. Dettlaff
- Daniel Puglisi
- Danielle Couture
- Danielle Frady-Luna
- David A. Lange
- David Brennan
- David Quaglia
- Dawson Schwengler
- Delaney McGrath
- Dennis F. Zielinski
- Dennis Gorski
- Derek DeCicco
- Dick Hagan
- Dirk Kuehler
- Don Swanson
- Donya Ataya-Richter
- Doug Shannon
- Eddie Knezevich
- Emma McRoberts Huke
- Eric J. Menendez Sr.
- Eric L. Essex
- Eric Matthews
- Gary B. Woolman
- Gary Tsoumas
- George West
- Gil Hannon
- Greg Bagdasaryan
- Greg McRoberts
- Gregory M. Dietz
- Gregory S. Stacy
- Holly Weicht
- Hunter Holliday
- Hussam Zayyad
- Jack Hettiger
- Jacob Martin
- Jacob Smith
- Jamie Asher
- Janice Upchurch
- Jason Lettenberger
- Jason Sirotak
- Jeff Burgess
- Jeffrey A. Moll
- Jennifer Salemme
- Jenny Neitzel
- Jeremy Fager
- Jeremy S. Fagan
- Jessica Millis
- Jessica Pazerunas
- Jessica Reyes
- Jessica Teagardin
- Jim Brocke
- Joe A. Cerda
- Joe Bozo
- Joe Knoth
- Joe Purcell
- John Bradley
- John L. Barker
- John Negovetich
- Jordan D. Oyer
- Jordan Olson
- Joseph Nicholson
- Joseph Stoll
- Josh Plank
- Joshua Hoffman
- Julie A. Veltus
- Junior Coleman
- Karen Lidrbauch
- Kelly A. Weaver
- Ken Wirtz
- Kevin C. Gutwein
- Kevin Clasen
- Klynt Brummett
- Kyle Stejskal
- Kyle W. Truex
- Larry Friedman
- Lauren Hesler Conrad
- Lee Ann Bentle
- Linda Bishop
- Lottie A. Barcus
- Louis J. Cassara
- Louis P. Sanfilippo
- Lucas Amell
- Lucas Ebbing
- Luke Johnson
- M. A. “Murray” Heisler
- Mac Jarboe, Jr.
- Maddie Deem
- Maggie Reister Walters
- Marcel Marsh
- Marcello Sobrinho
- Marianne Speer
- Marissa Young
- Mary McKinney
- Mathew Noel
- Matt Kletti
- Matt Liffick
- Matt Mabbitt
- Matt Mendoza
- Matt Milburn
- Matthew Bennett
- Matthew E. Rydell
- Matthew Gaston
- Matthew Heiar
- Maureen Bobilya
- Meghan Reza
- Mercedes Weller
- Micah LeMoine
- Michael Beinlich
- Michael Blocher
- Michael Gorin
- Michael Hutchison
- Michael J. Russo
- Michael Mock
- Michael Reed
- Michael Riback
- Michael Sacher
- Michael Windisch
- Michelle L. Smith
- Mike Lacey
- Mike Ricke
- Morgan Breitbach
- Morgan Lougee
- Naznin Inamdar Selman
- Neal Taflinger
- Nick Otto
- Nicole M. Hobson
- Nikki Barone
- Nikki Pulfer
- Onda Shambaugh
- Oscar Blanco
- Patrick Murray
- Paul DeCoursey
- Paul Gassel
- Paul Tokarz
- Philip M. Ruggio
- Preston Bollerud
- Randal Logan
- Raven Varnado-Glenn
- Robb Dure
- Ryan M. Miller
- Ryan Owsichek
- Ryan Paulsen
- Salina Vo
- Sara Ahmad
- Scott Goodwin
- Sean S. Cooper
- Sean Warner
- Stephanie Barnett
- Stephen Drew
- Steve Heney
- Steve Stevens
- Steven Sharp
- Susan Maginn Christ
- Tanner Aichele
- Thomas Kunkle
- Todd Carroll
- Tracey Allen
- Traci Cawi
- Trisha Tetzlaff
- Ty Matheny
- Ulric Cobb
- Vicky DeShazier
- Vince Bruno
- Vince Silva
- Wade Ullsperger
- Wei Yang
- William Maule
- William Meguschar
- Zac Mulford