WestPoint Financial Group

Description

Address: 900 E 96th St #300, Indianapolis, IN 46240 Phone: (317) 469-9999Category: Hours: : : : : Place name: : Website: : Website: https://www.westpointfinancialgroup.com/ Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Westpoint Financial Group Posting publicly on the Web Write a review Reviews"Experienced and highly qualified financial professionals." "Very personable and helpful financial advisors!" View all Google reviews

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WestPoint Financial Group Employees

Employee
Years
Job
Industry
Lindsay Conner Lindsay Conner Chicago, Illinois Details
Lindsay Conner's WestPoint Financial Group Experience January 2008 - July 2009
Job Marketing Analyst
Industry Management Consulting
Experience
Huron Consulting Group  April 2012 - November 2014
FTI Consulting  2009 - April 2012
WestPoint Financial Group   January 2008 - July 2009

Skills
Marketing Strategy, Project Management, CRM, Salesforce.com, Marketing Communications, Content Strategy, Event Management, Email Marketing, Webinar Management, Internal Communications, Event Planning, Business Process..., Nonprofits, Process Improvement, Program Management

Education
Butler University   2002 — 2006
Bachelor of Science

Codey Lenahan Codey Lenahan Indianapolis, Indiana Area Details
Codey Lenahan's WestPoint Financial Group Experience January 2015 - Present
Job Director of Campus Recruiting at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   January 2015 - Present
EarthLink Business  May 2014 - January 2015
Phoenix Suns  March 2014 - April 2014
Phoenix Suns  June 2013 - February 2014
Indiana University Athletics Department  August 2012 - May 2013
Maingate Inc.  August 2008 - February 2013
Indianapolis Colts  August 2012 - January 2013
Party Planners West, Inc./NFL Experience   January 2012 - February 2012

Skills
Leadership, Communication, Marketing, Social Media, Organization, Highly Dedicated, Sales, Sports, Sports Marketing, Teamwork, Marketing Communications, Ticket Sales, PowerPoint, Social Media Marketing

Education
Indiana University Bloomington   2009 — 2013
Bachelor of Science in Kinesiology, Sport Marketing and Management

Allison Glentzer Allison Glentzer Fishers, Indiana Details
Allison Glentzer's WestPoint Financial Group Experience November 2011 - July 2012
Job International Marketing Associate at Jarden Home Brands
Industry Marketing and Advertising
Experience
Jarden Home Brands  September 2014 - Present
Jarden Home Brands  August 2014 - September 2014
Live Nation  January 2014 - May 2014
Ball State University  December 2012 - May 2014
Ball State University  August 2013 - December 2013
WestPoint Financial Group   November 2011 - July 2012

Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Salesforce.com, Cold Calling, Prospecting Skills, Research, Social Media, HTML, Teamwork, Windows, Facebook, Marketing

Education
Ball State University   2010 — 2014
Bachelor of Science (B.S.), Marketing

Michael Feltman Michael Feltman Fort Wayne, Indiana Details
Michael Feltman's WestPoint Financial Group Experience July 2014 - November 2014
Job Internal Wholesaler at Ash Brokerage specializing in Protection Products | Consultative Marketing | Case Design
Industry Financial Services
Experience
Ash Brokerage  May 2015 - Present
Ash Brokerage  December 2014 - May 2015
WestPoint Financial Group   July 2014 - November 2014
Indianapolis Colts  August 2013 - January 2014
SportsBam! Inc.   March 2013 - September 2013
Millers Health Systems, Inc.   May 2013 - July 2013

Skills
Financial Services, Insurance, Life Insurance, Long-term Care, Disability Insurance, Retirement Planning, Retirement, 401k, Succession Planning, Strategic Financial..., Financial Analysis, Sales, Management, Annuity Sales, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Variable Annuities, Investment Strategies, Social Media Marketing, Customer Service, Networking, Team Leadership, Professional Sports, Sport Marketing, Athletics, Sports, Sports Management, Microsoft Word, Microsoft Excel

Education
Indiana University Bloomington   2010 — 2014
Bachelor of Science in Kinesiology, Sport Marketing and Management

Curtis Reeser Curtis Reeser Indianapolis, Indiana Details
Curtis Reeser's WestPoint Financial Group Experience May 2014 - Present
Job Financial Advisor at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   May 2014 - Present
Jobsite Supply  May 2010 - August 2013

Skills
Financial Analysis, Financial Modeling, Sales, Finance, Microsoft Excel, Portfolio Management, Analysis, Financial Services, PowerPoint

Education
Indiana University - Kelley School of Business   2010 — 2014
Bachelor of Science (BS), Finance, General

Ryan Nuechterlein Ryan Nuechterlein Fort Wayne, Indiana Area Details
Ryan Nuechterlein's WestPoint Financial Group Experience January 2014 - Present
Job WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   January 2014 - Present
Max Fitness  October 2010 - July 2013
Fitness Ventures, LLC   August 2007 - December 2010
Club Fitness  February 2005 - September 2007
Bally Total Fitness  June 2003 - February 2005

Skills
Customer Service, Wellness, Marketing Strategy, Account Management, Nutrition, Chiropractic, Marketing, Public Speaking, Social Media, Coaching, Insurance, Life Insurance, Entrepreneurship, Financial Services, Team Building, Sales, Strategic Planning, Leadership, Management, Finance, Event Planning

Education
Indiana University Bloomington   1999 — 2003
Bachelor's degree, Political Science and Criminal Justice

Snider

Kayla Graves Kayla Graves Indianapolis, Indiana Details
Kayla Graves's WestPoint Financial Group Experience April 2013 - September 2015
Job White Status Presenter at Younique Products
Industry Financial Services
Experience
Younique Products  July 2015 - Present
Chick-fil-A Restaurants  September 2015 - Present
Indiana Latino Insitute   March 2014 - Present
Jamberry Nails  April 2014 - September 2015
WestPoint Financial Group   April 2013 - September 2015
Chick-fil-A  November 2005 - April 2014
Northwestern Mutual  February 2013 - April 2013

Skills
Data Entry, Team Building, Process Scheduler, Time Management, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Inventory Management, Event Planning, Leadership, Teamwork, Customer Satisfaction, Outlook

Education
Ivy Tech Community College   2008 — 2013
Associate of Applied Science, Business Administration

Mt. Calvary Christian Academy   1996 — 2008

Jim Linhart Jim Linhart Indianapolis, Indiana Area Details
Jim Linhart's WestPoint Financial Group Experience June 2014 - Present
Job Financial Advisor at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   June 2014 - Present
Republic Services  October 2013 - June 2014
Liberty Mutual Insurance  June 2006 - October 2013
AAA Michigan  February 2001 - June 2006
Jackson Radio Works  1997 - 1999
Brighton Basketball Club   July 1996 - October 1997

Skills
Insurance, Recruiting, Property & Casualty..., Strategic Planning, Life Insurance, General Insurance, Underwriting, Fixed Annuities, Term Life Insurance, Health Insurance, Whole Life, Casualty, Liability, Leadership, Account Management, Customer Retention, Disability Insurance, Employee Benefits, Property, Sales, Sales Management, Sales Operations, Training

Education
Indiana Wesleyan University   2008 — 2009
Bachelor of Arts (B.A.), Business Administration and Management

Spring Arbor University   1992 — 1996
Business Administration and Management, General

South Adams High School   1987 — 1992

Matthew Lappin Matthew Lappin Wilmington, North Carolina Area Details
Matthew Lappin's WestPoint Financial Group Experience 2012 - 2013
Job Financial Trainer at Assisted Finances
Industry Financial Services
Experience
Assisted Finances   2013 - Present
The Vineyard Church of Central Illinois   May 2013 - June 2014
The Vineyard Church of Central Illinois   February 2013 - June 2014
WestPoint Financial Group   2012 - 2013

Skills
Holistic Financial..., Personal Financial..., Strategic Financial..., Small Business..., Financial Coaching, Leadership Counseling, Leadership Development, Professional Services, Lighting Design, Live Events, Audio Engineering, Video Production, Vocalist, Public Speaking, Live Video, Sales, Management, Project Planning, Project Management, Youth Ministry, Church Events, Theology, Prayer, Pastoring, Strategic Planning, Leadership, Preaching

Education
St. Stephen's University   2013 — 2015
Christian Ministry (B.A.), Organizational Leadership

McKendree University   2006 — 2007
Business Administration and Management, General

Rend Lake College   2003 — 2006
Business Administration and Management, General

Sasha Brandenburg Sasha Brandenburg Morton, Illinois Details
Sasha Brandenburg's WestPoint Financial Group Experience May 2011 - March 2012
Job Advanced Inventory Analyst at Caterpillar Logistics Inc.
Industry Logistics and Supply Chain
Experience
Caterpillar Logistics Inc.  April 2012 - Present
WestPoint Financial Group   May 2011 - March 2012

Education
Illinois State University   2009 — 2011
Bachelor of Science (BS), Mathematics

Illinois Central College   2007 — 2009
Associate of Arts and Sciences (AAS), Mathematics

Anna Maria Spurgin Anna Maria Spurgin Indianapolis, Indiana Area Details
Anna Maria Spurgin's WestPoint Financial Group Experience September 2014 - Present
Job Agency Supervisor Officer at Westpoint Financial Group
Industry Financial Services
Experience
Westpoint Financial Group   September 2014 - Present
AMSpurgin Consulting LLC   August 2013 - April 2014
Unified Financial Securities, Inc.   September 2007 - June 2013
The Financial Junction   April 1998 - September 2007

Skills
Securities, Mutual Funds, Series 7, Asset Managment, Investments, Financial Services, Series 63, Investment Management, FINRA, Investment Advisory, Wealth Management, Finance, Asset Management, Fixed Income, Leadership, Start-ups, Management, Retirement Planning, Employee Benefits

Education
Kaplan University   2005 — 2006
Certificate in Financial Planning, Financial Planning

University of Indianapolis   1988 — 1990
American Institute of Banking

Indiana University Bloomington   1983 — 1984
General Studies

Don Perry Don Perry Indianapolis, Indiana Area Details
Don Perry's WestPoint Financial Group Experience May 2012 - August 2012
Job Staff Accountant at Red Gold
Industry Food Production
Experience
Red Gold  September 2014 - Present
KIK Custom Products  May 2013 - September 2014
Alpha Kappa Psi  2011 - 2013
WestPoint Financial Group   May 2012 - August 2012

Education
Ball State University   2011 — 2013
Bachelor of Science (BS), Finance

Indiana University   2009 — 2011
Sports Marketing/Management

Lauren Civils Lauren Civils Indianapolis, Indiana Details
Lauren Civils's WestPoint Financial Group Experience May 2013 - Present
Job Marketing Manager at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   May 2013 - Present
Skyline Club  November 2012 - May 2013
Skyline Club  October 2011 - November 2012
Raybourn Group International  February 2011 - September 2011
Pacers Sports & Entertainment  May 2010 - August 2010

Skills
Public Relations, Event Planning, Event Management, Marketing, Fundraising, Management, Social Media, Marketing Communications, Customer Service, Non-profits, Social Networking, Advertising, Press Releases, Strategic Planning, Sponsorship, Public Speaking, Sales, Social Media Marketing, Facebook, Email Marketing, Leadership, Recruiting, Negotiation

Education
Indiana University Indianapolis   2007 — 2010
Bachelor of Science, Tourism, Conventions & Event Management

Johnathan Fansler Johnathan Fansler Charlotte, North Carolina Details
Johnathan Fansler's WestPoint Financial Group Experience May 2008 - August 2008
Job Account Director at Addison Whitney
Industry Marketing and Advertising
Experience
Addison Whitney  July 2010 - Present
Carolina Classifieds   August 2009 - June 2010
Greek This Week (Now Olympia Media Group)   2008 - 2009
Alloy Media + Marketing  January 2008 - November 2008
WestPoint Financial Group   May 2008 - August 2008
Proof Weekly   2007 - 2008
Booze News   2007 - 2008
The Greek Telephone Directory  May 2007 - October 2007

Skills
Market Research, Business Development, CRM, Sales, Salesforce.com, Corporate Identity, Management, Brand Management, Project Management, Microsoft Excel, Marketing, Account Management, Brand Architecture, Client Development, Manage Client..., Logo Design, Brand Development, Lead Generation, Email Marketing, Positioning, Financial Analysis, Access, PowerPoint, Microsoft Word, Strategic Planning, SugarCRM, Integrated Marketing, Advertising, Branding & Identity, Product Naming, Marketing Strategy

Education
Indiana University Bloomington   2005 — 2009
B.S., Financial Management

Eastern High School

Rebecca Worrell Rebecca Worrell Fort Wayne, Indiana Details
Rebecca Worrell's WestPoint Financial Group Experience February 2012 - January 2013
Job Brokerage Services at CBRE | Sturges
Industry Commercial Real Estate
Experience
CBRE Sturges   January 2015 - Present
People TrueCare   July 2013 - December 2013
WestPoint Financial Group   February 2012 - January 2013
General Industrail Supply   May 2010 - February 2012
Design Collaborative  March 2008 - September 2009
Wabash Electric Supply, Inc.   July 2002 - September 2007

Skills
Entrepreneurship, Customer Service, Public Speaking, Coaching, Marketing, Leadership Development, Sales, Event Planning

Education
Brown Mackie College-Fort Wayne   2014 — 2015
Bachelors of Science: Business Administration

Brown Mackie College-Fort Wayne   2010 — 2012
Associates of Science: Business Management

Andrea Wiegand Andrea Wiegand Eureka, Illinois Details
Andrea Wiegand's WestPoint Financial Group Experience June 2014 - Present
Job Personal Financial Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   June 2014 - Present

Skills
Financial Analysis, Financial Services, Life Insurance, Spanish, Communication Skills, Strategic Communications, Strategic Planning, Finance, Customer Service, Sales Management, Retirement, Contract Negotiation, Insurance, Leadership, Microsoft Office, Sales, Team Building, Microsoft Excel

Education
Illinois State University   2012 — 2014
Bachelor of Arts, Spanish Language and Literature

Illinois Central College   2010 — 2011
Associate of Arts and Sciences (A.A.S.), Communication and Media Studies

Jordan Havercamp Jordan Havercamp Los Angeles, California Details
Jordan Havercamp's WestPoint Financial Group Experience January 2009 - August 2009
Job Founder of ParkParkGoose
Industry Information Services
Experience
ParkParkGoose   April 2014 - Present
Eli Lilly and Company  January 2011 - April 2014
WestPoint Financial Group   January 2009 - August 2009
Park Tudor School  March 2009 - July 2009
DePauw University  May 2007 - June 2008
DePauw University  May 2007 - June 2008
Edward Jones  December 2007 - January 2008

Skills
Recruiting, Management, Leadership, Team Leadership, Public Speaking, Microsoft Excel, Sales Operations, Event Planning, Marketing, Advertising, Finance, Research, Data Analysis, Social Networking, PowerPoint, Sales, Customer Service, Market Research, Social Media, Analysis

Education
DePauw University   2007 — 2010
Psychology, Business and Economics

Denison University   2006 — 2007
Economics and Psychology, Business

Caitlin McCauley Caitlin McCauley Indianapolis, Indiana Area Details
Caitlin McCauley's WestPoint Financial Group Experience June 2007 - August 2010
Job FutureForce Coordinator at Salesforce
Industry Computer Software
Experience
Salesforce  October 2014 - Present
Salesforce ExactTarget Marketing Cloud  February 2014 - October 2014
Indiana Economic Development Corporation  July 2011 - February 2014
JW Marriott Indianapolis  January 2013 - January 2014
WestPoint Financial Group   June 2007 - August 2010

Skills
Human Resources, Administrative..., Customer Service, Event Planning, Microsoft Office

Education
Indiana University-Purdue University at Indianapolis
Bachelor of Science (BS), Tourism, Conventions and Event Management

Ball State University

Brian Holden Brian Holden Indianapolis, Indiana Details
Brian Holden's WestPoint Financial Group Experience May 2013 - August 2013
Job Wolfrum Capital Management Group a Noyes Family Office
Industry Venture Capital & Private Equity
Experience
Wolfrum Capital Management Group a Noyes Family Office   January 2015 - Present
Wolfrum Capital Management Group a Noyes Family Office   May 2014 - August 2014
Zolio Inc  March 2014 - May 2014
WestPoint Financial Group   May 2013 - August 2013

Education
Purdue University - Krannert School of Management   2011 — 2014
Bachelor of Science (B.S.), Business Management & International Business

IES Abroad
International Business

Swiss Finance Academy

Kristine Hillman Kristine Hillman Indianapolis, Indiana Area Details
Kristine Hillman's WestPoint Financial Group Experience June 2015 - Present
Job Director of Recruiting at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   June 2015 - Present
N2 Publishing  October 2013 - Present
The O'Connor Group  2009 - 2013
SurgRx  2005 - 2008
Ethicon, Inc.   1997 - 2008
Whitehall-Robins  1990 - 1997

Skills
Recruiting, College Recruiting, Product Launch, Sales, Medical Devices, Market Development, Selling, New Business Development, Sales Management, Sales Process, Sales Effectiveness

Education
Indiana University Bloomington   1985 — 1989
BA, Psychology/Business

Ben Davis High School   1980 — 1985

Alicia Pfau Alicia Pfau Naperville, Illinois Details
Alicia Pfau's WestPoint Financial Group Experience July 2009 - August 2010
Job Account Manager at Kimball International
Industry Furniture
Experience
Kimball International  April 2011 - Present
Fifth Third Bank  August 2010 - April 2011
WestPoint Financial Group   July 2009 - August 2010

Skills
Account Management, Customer Service

Education
Indiana University Bloomington   2005 — 2009
Bachelor of Science (B.S.), Public Affairs/Public and Nonprofit Management

Michael Reed Michael Reed Fort Wayne, Indiana Details
Michael Reed's WestPoint Financial Group Experience August 2009 - Present
Job Partner at Westpoint Financial Group Top Places to Work in Indiana 8 Consecutive Years
Industry Financial Services
Experience
Westpoint Financial Group   August 2009 - Present
Reed Financial Group / New York Life   June 2000 - August 2009

Skills
Financial Planning, Strategic Planning, CRN201402-158170, Finance, Strategic Financial..., Project Planning, Employee Benefits, Management, Portfolio Management, Business Planning, Banking, Retirement, Team Building, Small Business, Insurance, Time Management, Budgets, Risk Management, Wealth Management, Marketing, Investments, Retirement Planning

Education
Cedarville University   1996 — 2000

Robb Dure Robb Dure Indianapolis, Indiana Area Details
Robb Dure's WestPoint Financial Group Experience December 2010 - Present
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   December 2010 - Present
Freelance Horn playing   1999 - Present
Danville Community High School  June 2003 - December 2010
Tri-County School Corporation   June 1999 - June 2003

Skills
Insurance, Music, Music Education, Public Speaking

Education
Ball State University   1994 — 1999
BS, Music Education

La Porte High School   1990 — 1994
Diploma, College Prep

Chris Dunigan Chris Dunigan Bloomington, Indiana Details
Chris Dunigan's WestPoint Financial Group Experience May 2014 - July 2014
Job Intern at WestPoint Financial Group
Industry Public Policy
Experience
Cutters Soccer Club  June 2013 - Present
WestPoint Financial Group   May 2014 - July 2014

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Teamwork, Research, Customer Service, Photoshop, English, Event Planning, Public Relations, Access, Marketing Strategy, Coaching, Management

Education
Indiana University Bloomington   2010 — 2014
BS, Economic Consulting and Public Policy Analysis

Joe Peoni Joe Peoni Indianapolis, Indiana Area Details
Joe Peoni's WestPoint Financial Group Experience June 2010 - February 2011
Job Dedicated Logistics Team Leader at Blue Ribbon Transport
Industry Logistics and Supply Chain
Experience
Blue Ribbon Transport  January 2014 - Present
Blue Ribbon Transport  October 2012 - Present
Blue Ribbon Transport  April 2012 - October 2012
Blue Ribbon Transport  March 2011 - April 2012
WestPoint Financial Group   June 2010 - February 2011

Skills
Transportation..., Inventory Management, Logistics Management, Logistics, Supply Chain, Purchasing, Transportation, Operations Management, 3PL, Supply Chain Management, Warehousing, Freight, LTL, Leadership

Education
Indiana University Bloomington   2006 — 2010
B.S. Public Affairs, Public Financial Management

Vanessa Lauritsen Vanessa Lauritsen Fort Wayne, Indiana Area Details
Vanessa Lauritsen's WestPoint Financial Group Experience February 2014 - Present
Job Owner at Consider It Done, Personal & Lifestyle Assistant Service
Industry Arts and Crafts
Experience
Consider It Done, Personal & Lifestyle Assistant Service   October 2012 - Present
WestPoint Financial Group   February 2014 - Present
Max Fitness  March 2012 - Present
American Heart Association  2011 - September 2012
The Leukemia & Lymphoma Society  2008 - 2011

Skills
Fundraising, Event Planning, Event Management, Non-profits, Volunteer Management, Public Speaking, Public Relations, Social Media Marketing, Marketing, Social Media, Community Outreach, Marketing Communications, Grant Writing, Marketing Strategy, Social Networking

Education
Indiana University-Purdue University at Fort Wayne
BFA

Shannon Steiner Shannon Steiner Fort Wayne, Indiana Area Details
Shannon Steiner's WestPoint Financial Group Experience May 2011 - August 2011
Job Staff Accountant at Bollenbacher & Associates LLC
Industry Accounting
Experience
Bollenbacher & Associates LLC   July 2013 - Present
Bellevue Pharmacy  August 2012 - June 2013
Marietta Financial Services   January 2012 - July 2012
EP Graphics  April 2008 - January 2012
WestPoint Financial Group   May 2011 - August 2011

Skills
Microsoft Office, Event Planning, Research, Social Media, Accounting, PowerPoint, Word, Excel, Customer Service, Microsoft Excel, Accounts Receivable, Microsoft Word, Data Entry, Management, Invoicing, Accounts Payable, Sales

Education
Anderson University   2008 — 2011
Bachelor of Arts, Accounting

Landon Story Landon Story Greater Nashville Area Details
Landon Story's WestPoint Financial Group Experience January 2012 - June 2012
Job Financial Analyst
Industry Hospital & Health Care
Experience
Parallon Business Solutions (HCA Physician Services Group)   September 2015 - Present
Parkview Home Health and Hospice   October 2014 - September 2015
Parkview Home Health and Hospice   July 2012 - October 2014
WestPoint Financial Group   January 2012 - June 2012
Indiana Farm Bureau Insurance  February 2009 - January 2012

Education
Indiana University   2013 — 2014
M.B.A.

Ball State University - College of Business   2005 — 2008
B.S., Finance

Devin Hannon Devin Hannon Greater Denver Area Details
Devin Hannon's WestPoint Financial Group Experience May 2010 - July 2010
Job Claims CoordinatorBroomfield Claims at AutoOwners Insurance
Industry Insurance
Experience
Auto-Owners Insurance  January 2015 - Present
Auto-Owners Insurance  October 2012 - January 2015
Eagle Adjusting Services, Inc.   June 2011 - October 2012
First Merchants Corporation  November 2010 - June 2011
Tech Credit Union  December 2006 - November 2010
WestPoint Financial Group   May 2010 - July 2010
Mc Donalds  April 2004 - December 2006

Skills
Insurance Claims, Insurance, Customer Service, Microsoft Office, Microsoft Excel, MSB IntegriClaim..., Xactimate, Leadership, Time Management, Analysis, Liability, Claim, Casualty, Property & Casualty..., Training, Commercial Insurance, Commercial Lines, Microsoft Word, PowerPoint

Education
Ball State University   2007 — 2011
Bachelor of Science, Risk Management and Insurance

Katie Hansill Katie Hansill Indianapolis, Indiana Details
Katie Hansill's WestPoint Financial Group Experience July 2015 - Present
Job Senior Agency Recruiter at WestPoint Financial Group
Industry Insurance
Experience
WestPoint Financial Group   July 2015 - Present
Colonial Life  October 2013 - July 2015
Colonial Life  September 2012 - October 2013
Pulse Promotions   August 2010 - 2013
American Cancer Society  July 2009 - June 2010
Robert Half International  August 2008 - July 2009
Aflac  January 2008 - August 2008
American Cancer Society  July 2007 - October 2007

Skills
Fundraising, Insurance, Employee Benefits, Volunteer Management, Cold Calling, Event Planning, Outlook, PowerPoint, Word, Excel, Social Media, Public Speaking, Microsoft Office, Customer Service, Non-profits, Event Management, Social Media Marketing, Coaching, Newsletters, Writing, Social Networking, Team Building, Community Outreach, Marketing Communications, Account Management, Proposal Writing, Hiring, Employee Relations, Customer Satisfaction, Negotiation, Accounting, Lotus Notes, Planning, Scheduling, Mentoring, Budgeting, Public Relations, Small Business, Project Management, Budgets, Sales, Leadership, Marketing, Training, Management, Recruiting, Microsoft Excel, Microsoft Word

Education
Indiana University-Purdue University at Indianapolis   1998 — 2008
Bachelors, English

Bishop Chatard High School

Sean K. Lewis Sean K. Lewis Bloomington, Indiana Area Details
Sean K. Lewis's WestPoint Financial Group Experience July 2015 - Present
Job Financial Advisor at Westpoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   July 2015 - Present
Integrity Wealth Solutions   January 2013 - June 2015
Transamerica Capital Inc.  December 2008 - July 2012
Pacific Life  November 2006 - August 2008

Skills
Mutual Funds, Retirement, Financial Advisory, Securities, Financial Services, Finance, Sales, Strategic Planning, Wealth, Investments

Education
DePauw University   1998 — 2002
Bachelor of Arts, History

Denise Kinkead Denise Kinkead Noblesville, Indiana Details
Denise Kinkead's WestPoint Financial Group Experience September 2013 - Present
Job Agency Compliance Assistant at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   September 2013 - Present
Ivcevich Consulting Group/AXA Advisors, LLC   July 2000 - September 2013
JPMorgan Chase/Banc One Investment Advisors/Bank One   May 1990 - May 2000

Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Sales, Time Management, Retail, Banking, Investments, Account Management, Life Insurance, 401k, Payroll, Office Management, Office Administration

Education
Ball State University - College of Business   1986 — 1990
Bachelor of Science (B.S.)

Noblesville High School

Anton Talamantes Anton Talamantes Fort Wayne, Indiana Area Details
Anton Talamantes's WestPoint Financial Group Experience I enjoy interacting with and learning about others. Here at WestPoint I help people plan for their future while protecting their loved ones now.FacilitatorThe Fabri-Form CompanyNovember 2009 - November 2012
Job Financial Advisor at WestPoint Financial Group| Fitness ConsultantMixed Martial Arts Coach
Industry Financial Services
Experience
WestPoint Financial Group   I enjoy interacting with and learning about others. Here at WestPoint I help people plan for their future while protecting their loved ones now.FacilitatorThe Fabri-Form CompanyNovember 2009 - November 2012
U.S. Army   September 2004 - September 2008

Skills
MMA Gym Owner, Wrestling coach, MMA trainer, Professional MMA Fighter, Training, Customer Service, Insurance, Leadership, Microsoft Excel, Sales, Strategic Financial..., Team Building, Microsoft Office, New Business Development, Process Improvement, Public Speaking, Management, Cold Calling

Education
The Ohio State University   2000 — 2003
Bachelor of Arts (BA), Psychology

Lassen Community College   1998 — 2000
Associate of Arts (A.A.), Psychology

Richard Michaelis Richard Michaelis Indianapolis, Indiana Area Details
Richard Michaelis's WestPoint Financial Group Experience May 2011 - August 2011
Job Insurance Restoration Specialist
Industry Construction
Experience
Michaelis Corporation   May 2006 - Present
Total Quality Logistics  August 2012 - February 2013
Westpoint Financial Group   May 2011 - August 2011

Skills
Social Media, Customer Service, Sales, Marketing, Cold Calling, Microsoft Office, Contract Negotiation, Public Speaking, Team Building

Education
Indiana University Bloomington   2008 — 2012
School Of Public and Environmental Affairs, Management

Kent Sipe, MBA Kent Sipe, MBA Indianapolis, Indiana Area Details
Kent Sipe, MBA's WestPoint Financial Group Experience January 2011 - July 2012
Job Financial Services Representative at Prudential
Industry Financial Services
Experience
Prudential Financial  July 2015 - Present
Foresight Financial Management   July 2012 - July 2015
WestPoint Financial Group   January 2011 - July 2012
IKON Document Services  July 2010 - January 2011
IBM  August 2000 - March 2010
Software Information Systems, LLC  2004 - 2005
Van Ausdall & Farrar  January 1986 - August 2000

Education
Ball State University - College of Business   1988 — 1990
MBA, Finance

Purdue University   1980 — 1984
B.S., Ag Econ

Winchester Community High School   1975 — 1980

Travis Summitt Travis Summitt Indianapolis, Indiana Area Details
Travis Summitt's WestPoint Financial Group Experience 2010 - January 2012
Job Health and Wellness Manager at Green BEAN Delivery
Industry Health, Wellness and Fitness
Experience
Green BEAN Delivery  March 2015 - Present
Green BEAN Delivery  February 2014 - March 2015
Green BEAN Delivery  April 2013 - January 2014
Green BEAN Delivery  October 2012 - May 2013
State Bank of Lizton  September 2012 - April 2013
WestPoint Financial Group   2010 - January 2012
The Shoebox  May 2008 - May 2010
Hanover College  August 2007 - December 2009
Firebelly Marketing  May 2009 - August 2009
Select Physical Therapy  July 2008 - August 2009

Skills
Business Strategy, Public Relations, Public Speaking, Time Management, Nutrition, Organization, Building Relationships, Health Sciences, Analysis, Marketing, Customer Service, Research, Social Media, Blogging, Event Management, Data Analysis, Event Planning, Leadership, Management, PowerPoint

Education
Hanover College   2006 — 2010
BA, Exercise Science/Business Scholar

Tri-West High School   2002 — 2006

Andrew Goss Andrew Goss Fishers, Indiana Details
Andrew Goss's WestPoint Financial Group Experience June 2015 - Present
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   June 2015 - Present
WestPoint Financial Group   May 2014 - August 2014
Marsh Supermarkets  May 2011 - January 2012
First Advantage  May 2010 - August 2010

Skills
Financial Analysis, Time Management, Finance, Accounting, Customer Service, Leadership, Public Speaking, PowerPoint, Research, Sales

Education
Miami University   2011 — 2015
Bachelor’s Degree, Finance, General

Hamilton Southeastern High School   2007 — 2011
High School

Jonathan Lovett Jonathan Lovett Indianapolis, Indiana Details
Jonathan Lovett's WestPoint Financial Group Experience January 2014 - Present
Job Agency Recruiter at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   January 2014 - Present
Northwestern Mutual  November 2012 - June 2013
United States Marine Corps  January 2007 - January 2010
United States Marine Corps  August 2001 - December 2006

Skills
College Recruiting, Coaching, Human Resources, Recruiting, Training, Talent Acquisition, Onboarding, Interviews, Applicant Tracking..., Employee Relations, Time Management, Cold Calling, Leadership, Sourcing, Internet Recruiting, Screening, Hiring, Resume Writing, Customer Service

Education
Indiana University-Southeast   2010 — 2012
Bachelor of Applied Science (BASc), Marketing, A

Francois Truong Francois Truong Indianapolis, Indiana Area Details
Francois Truong's WestPoint Financial Group Experience May 2012 - September 2012
Job Goal Driven Individual
Industry Banking
Experience
Speedway LLC  October 2013 - April 2014
Speedway LLC  June 2013 - April 2014
Purdue Exponent  September 2012 - May 2013
Lightning Fast Tax Service   January 2013 - March 2013
Purdue Intramural   September 2010 - October 2012
WestPoint Financial Group   May 2012 - September 2012
The Purdue Exponent  January 2012 - May 2012
R.R. Donnelly   June 2010 - August 2011

Skills
Public Speaking, Microsoft Office, Microsoft Excel, Sales, Cold Calling, Highly motivated..., Time Management, Sales Presentations, Adobe Indesign, Employee Training, Life & Health Insurance..., Merchandising, Retail, Store Management, Adobe Contribute, Social Networking, InDesign, Store Operations, Inventory Control, Loss Prevention

Education
Purdue University   2009 — 2013
Bachelor of Science, Financial Counseling & Planning in Progress, 2.9/4

Warsaw Community High School   2005 — 2009

Danny Gillin Danny Gillin Indianapolis, Indiana Area Details
Danny Gillin's WestPoint Financial Group Experience November 2013 - Present
Job Partner at Westpoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   November 2013 - Present
New York Life Insurance Company  January 2012 - November 2013

Skills
Sales Management, Sales, Finance, Insurance, Time Management, Strategy, Tax

Education
Butler University

Hanover College

Roncalli High School

Christina Morog Christina Morog Indianapolis, Indiana Area Details
Christina Morog's WestPoint Financial Group Experience June 2009 - July 2010
Job Supply Chain Coordinator at Keihin North America, Inc
Industry Automotive
Experience
Keihin North America, Inc  April 2015 - Present
Keihin North America, Inc  January 2012 - April 2015
15 to Fit Pilates   September 2010 - October 2011
Westpoint Financial Group   June 2009 - July 2010
Key Bank  May 2005 - May 2009

Skills
Import/Export Operations, Trade Compliance, Customs Brokerage, Harmonized Tariff..., Free Trade Agreements, NAFTA, Microsoft Office, Risk Management, Marketing, Marketing Strategy, Social Media Marketing, Financial Analysis, Import Valuation, Supply Chain Management, Logistics, Process Improvement, Management, Budgets, Team Building

Education
Ball State University - College of Business   2004 — 2009
Bachelor of Arts, International Business

Eric Blackburn Eric Blackburn Indianapolis, Indiana Area Details
Eric Blackburn's WestPoint Financial Group Experience May 1998 - April 2005
Job Retirement Sales
Industry Financial Services
Experience
AXA Distributors,LLC Retirement Services Group   January 2014 - July 2014
5th 3rd Bank  July 2013 - March 2014
ADP Retirement services  May 2005 - June 2013
WestPoint Financial Group   May 1998 - April 2005

Skills
Retirement, Retirement Planning, Defined Contribution, Securities, Sales, Defined Benefit, Finance, 401k, Employee Benefits, Deferred Compensation, Health Insurance, Series 6, Asset Management, Asset Allocation, Mutual Funds, Insurance

Education
Indiana University-Purdue University at Indianapolis   1986 — 1990
Chemistry & Math

Ben Milburn Ben Milburn Peoria, Illinois Details
Ben Milburn's WestPoint Financial Group Experience May 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
WestPoint Financial Group   May 2011 - Present
Woodgrain Distribution  July 2007 - April 2011
Charles Schwab  August 2006 - July 2007
WestPoint Financial Group   June 2004 - July 2006

Education
Ball State University   2000 — 2004
Bachelor, History Major; Business Minor

Southmont High School

Katie Rodgers Katie Rodgers Chicago, Illinois Details
Katie Rodgers's WestPoint Financial Group Experience March 2010 - March 2010
Job Foreign Exchange Associate at PNC Capital Markets
Industry Financial Services
Experience
PNC Capital Markets  August 2015 - Present
PNC  June 2013 - August 2015
Indiana University Athletic Department  August 2011 - May 2013
PNC  June 2012 - August 2012
4086 Advisors  January 2012 - May 2012
WestPoint Financial Group   March 2010 - March 2010

Skills
PowerPoint, Research, Access, Data Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Outlook, Financial Analysis, Wordpress, Finance, Investments, Leadership, WordPress

Education
Indiana University - Kelley School of Business   2009 — 2013
Bachelor of Science in Business, Finance and Technology Management

Indiana University - Kelley School of Business   2009 — 2013
Bachelor of Science, Business; Finance, Technology Management, 3.53

Avon High School   2005 — 2009
Indiana Academic Honors Diploma

John Maddrill CFP, CLU, LUTCF John Maddrill CFP, CLU, LUTCF Cincinnati Area Details
John Maddrill CFP, CLU, LUTCF's WestPoint Financial Group Experience May 1989 - September 2008
Job Director of Sales Development at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  December 2013 - Present
Paragon Financial Group  September 2008 - December 2013
MassMutual  2008 - August 2013
WestPoint Financial Group   May 1989 - September 2008

Skills
Strategic Financial..., Investment Advisory..., OH, Insurance, Securities, Retirement, Strategy, Finance, Financial Services, Fixed Annuities, Life Insurance, Sales, Training, Investments, Sales Management, Mutual Funds, Disability Insurance, Financial Planning, Retirement Planning

Education
Olivet Nazarene University   1985 — 1989
Bachelor of Arts (B.A.)

Thomas Carr Howe High School   1981 — 1985

Bryan Klemm Bryan Klemm Indianapolis, Indiana Area Details
Bryan Klemm's WestPoint Financial Group Experience May 2009 - August 2010
Job at VALIC
Industry Financial Services
Experience
VALIC  August 2010 - Present
WestPoint Financial Group   May 2009 - August 2010
AXA Advisors  September 2006 - May 2009
Thrivent Financial  June 2002 - September 2006
Lambda Chi Alpha  1993 - 2003
Simon Property Group  August 1995 - June 2002

Skills
Financial Services, Retirement Planning, Retirement, Securities, Employee Benefits, Finance, Accounting, Strategic Financial..., Microsoft Office, Commercial Lending, Financial Analysis, Customer Service, Insurance, Series 7, Investments

Education
Butler University   1983 — 1987
Accounting

Elkhart Memorial H.S   1980 — 1983

T. Ray Phillips T. Ray Phillips Indianapolis, Indiana Area Details
T. Ray Phillips's WestPoint Financial Group Experience 1996 - Present
Job Founder, The Family Business Legacy Co, LLC
Industry Financial Services
Experience
The Family Business Legacy Co, LLC   November 1998 - Present
WestPoint Financial Group   1996 - Present
Indianapolis Financial Group   January 1998 - December 1998
Indianapolis Financial Group   January 1996 - December 1997
Reserve National Insurance   July 1991 - December 1995

Skills
Investments, Strategic Financial..., Wealth Management, Retirement Planning, Retirement, Securities, Estate Planning, Financial Analysis, Insurance, Trust Services, Strategic Planning, Asset Allocation, Fixed Annuities, Life Insurance, Portfolio Management, Financial Advisory, Series 7, Mutual Funds, Disability Insurance, Small Business, Risk Management, Long-term Care, Wealth, Financial Planners, Business Planning, Finance, Series 63, Financial Services

Education
The American College   2004 — 2004
Graduate Certificate, Business Succession Planning

DePauw University   1987 — 1991
BA, Economics

Casady High School   1984 — 1987

Amy Preston Amy Preston Indianapolis, Indiana Area Details
Amy Preston's WestPoint Financial Group Experience January 2005 - January 2007
Job Program Coordination, Development & Advancement
Industry Program Development
Experience
Second Mom   December 2010 - Present
My Extra Hands   March 2010 - March 2014
Silpada Designs, Inc.   January 2006 - 2013
St. Vincent Hospital  January 2007 - September 2007
WestPoint Financial Group   January 2005 - January 2007
Global Shred   August 2003 - May 2004
Sagamore Health Network/Advantage Health Solutions   May 1996 - October 2002
Anthem Health Systems. Inc.   May 1989 - May 1996

Skills
Program Development, Project Management, Program Evaluation, Community Outreach, Volunteer Management, Non Profit Volunteer, Advocacy, Mentoring, Community Engagement, Event Coordination, Community Health, Communication, Newsletter/Educational..., Report Writing, Member Surveys, Member Relations, Healthcare, Event Planning

Education
Ball State University   1979 — 2004
Bachelors, Health Science

Michael Grove Michael Grove South Bend, Indiana Area Details
Michael Grove's WestPoint Financial Group Experience April 2012 - February 2013
Job Home Mortgage Consultant 574.234.5201
Industry Financial Services
Experience
Ruoff Home Mortgage  February 2013 - Present
WestPoint Financial Group   April 2012 - February 2013
Lincoln Financial Group  June 2010 - April 2012
Edward Jones  May 2008 - June 2010

Skills
Refinance, Mortgage Lending, Retirement, Financial Services, Portfolio Management, Securities, Risk Management, Life Insurance, Mortgage Banking, Estate Planning, Loans

Education
Bethel College   1995 — 1999
Bachelor of Arts (BA), Religion/Religious Studies

Stephanie Williams Stephanie Williams Bedford, Indiana Details
Stephanie Williams's WestPoint Financial Group Experience June 2005 - January 2011
Job Owner/Designer of BlueEyes & BareFeet Designs
Industry Apparel & Fashion
Experience
BlueEyes & BareFeet Designs   June 2010 - Present
{alphaChicks}   March 2007 - Present
WestPoint Financial Group   June 2005 - January 2011
Mutual of Omaha  May 2003 - June 2005

Skills
Entrepreneur, Social Networking, Sales, Marketing, Public Speaking, Business Development, Start-ups, Customer Service, Direct Sales, Email Marketing, Entrepreneurship, Facebook, Finance, Insurance, Leadership, Life Insurance, Marketing Strategy, New Business Development, Online Marketing, Public Relations, Retirement, SEO, Sales Management, Securities, Small Business, Social Media, Social Media Marketing, Team Building, Training, Account Management, Advertising, Business Planning

Education
Indiana University - Kelley School of Business   1998 — 2003
B.S., Marketing and Entrepreneurship

Michael Gorin Michael Gorin Indianapolis, Indiana Area Details
Michael Gorin's WestPoint Financial Group Experience August 2014 - Present
Job Financial Services Representative at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   August 2014 - Present
Butler Business Consulting Group  August 2013 - December 2013
McCormack Baron Family of Companies  July 2013 - August 2013
Janssen, Pharmaceutical Companies of Johnson and Johnson  January 2013 - July 2013
Butler Writers’ Studio Tutor   March 2012 - December 2012
Maryville University  April 2012 - August 2012
Press Club of Metropolitan St. Louis   May 2010 - August 2010
The Muny  May 2009 - August 2010

Skills
Leadership, Teamwork, Budgets, Work Ethic, Dedication to..., Writing, Team Leadership, Text Editing, Nonprofits, Marketing, Organization, Event Planning, Series 6

Education
Butler University   2010 — 2014
Finance and Marketing, Senior

Troop 17   2003 — 2012

Ladue Horton Watkins High School   2006 — 2010

Jeremy Mentz Jeremy Mentz Indianapolis, Indiana Area Details
Jeremy Mentz's WestPoint Financial Group Experience May 2008 - August 2008
Job Husband, Father, Servant, Teacher, Entrepreneur
Industry Internet
Experience
Mentz Management Group, LLC   June 2010 - Present
Internet Marketing Indianapolis   July 2009 - Present
Rock Bottom Restaraunt and Brewery   May 2009 - Present
Defender Direct  December 2008 - May 2009
Red Robin International  August 2008 - January 2009
Westpoint Financial Group   May 2008 - August 2008
Pro Capital Ltd  May 2007 - August 2007

Skills
Strategy, SEO, Social Media Marketing, Facebook, Social Media, Management, Training, Sales, PPC, Web Development, Finance, Leadership Development, Product Development, Small Business, Due Diligence

Education
Indiana University - Kelley School of Business   2005 — 2008
B.S., Entrepreneurship, Finance

King's College   2002 — 2004
Coursework, Political Science, Philosophy, and Economics

Joe Thierer Joe Thierer Peoria, Illinois Area Details
Joe Thierer's WestPoint Financial Group Experience May 2010 - July 2013
Job Territory Manager at Orthofix
Industry Medical Devices
Experience
Orthofix  May 2014 - Present
Citi  July 2013 - May 2014
WestPoint Financial Group   May 2010 - July 2013
Health Staff  2009 - 2010
Maxim Healthcare Services  2006 - 2009

Education
Illinois State University   2003 — 2006
Bachelors

St. Ambrose University   2001 — 2003

Rachel Mahl Kimmell Rachel Mahl Kimmell Indianapolis, Indiana Area Details
Rachel Mahl Kimmell's WestPoint Financial Group Experience September 2009 - April 2012
Job Past marketing director
Industry Financial Services
Experience
WestPoint Financial Group   September 2009 - April 2012
Accent On Business   January 2007 - August 2009
Rainmakers  2004 - 2007

Skills
Coaching, Market Planning, Strategic Planning, Event Management

Education
Cedarville University   2000 — 2004
BA, Organizational Communications

Indiana Christian Academy

Klynt Brummett Klynt Brummett Indianapolis, Indiana Area Details
Klynt Brummett's WestPoint Financial Group Experience September 2005 - Present
Job Financial Planner at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   September 2005 - Present
Cummins Behavioral Health Services  2003 - 2004

Skills
Finance, Retirement Planning, Strategic Financial..., Leadership, Life Insurance, Sales, Securities, Fixed Annuities, Investments, Disability Insurance, Retirement, Financial Planning, Insurance, Microsoft Office, Small Business

Education
Valparaiso University   2001 — 2003
Master of Arts (MA), Mental Health Counseling/Counselor

Indiana University Bloomington   1997 — 2001

Stacy Gass Stacy Gass Fort Wayne, Indiana Area Details
Stacy Gass's WestPoint Financial Group Experience December 2007 - Present
Job Operations Manager FW Office at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   December 2007 - Present
Do it Best Corp.  May 2002 - September 2007

Education
Indiana State University - Scott College of Business   1998 — 2002
BS, Marketing with emphasis on Retail Management

Harry Riley Harry Riley Indianapolis, Indiana Area Details
Harry Riley's WestPoint Financial Group Experience October 2008 - February 2013
Job General Manager at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha  April 2014 - Present
Semler Financial Group   March 2013 - April 2014
WestPoint Financial Group   October 2008 - February 2013

Skills
Retirement Planning, Life Insurance, Insurance, Fixed Annuities, Employee Benefits, Coaching, Retirement, Investments, Disability Insurance, Financial Services, Recruiting, Long Term Care Insurance, Long-term Care, Estate Planning, Whole Life, Mutual Funds, Risk Management, Small Business, Securities, Term Life Insurance, Strategic Financial..., Wealth Management...

Education
Maryville College   1971 — 1975
BA, Biology

Jesse Kellar Jesse Kellar Indianapolis, Indiana Details
Jesse Kellar's WestPoint Financial Group Experience May 2015 - Present
Job Student at Purdue University
Industry Financial Services
Experience
WestPoint Financial Group   May 2015 - Present
Guys and Dollies Storage and Shipping   May 2014 - May 2015
Superior Petroleum Products Co   May 2013 - January 2014

Skills
Insurance, Risk Management, Financial Planning, Financial Services

Education
Purdue University   2012 — 2016
Financial Counseling and Planning - Management Minor

Jason Spilbeler, CFA Jason Spilbeler, CFA Indianapolis, Indiana Area Details
Jason Spilbeler, CFA's WestPoint Financial Group Experience May 2006 - January 2007
Job Vice President, Global Investment Specialist at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank   January 2014 - Present
J.P. Morgan Private Bank   July 2010 - January 2014
J.P. Morgan Private Bank   July 2007 - July 2010
WestPoint Financial Group   May 2006 - January 2007
Indianapolis Motor Speedway  May 2005 - August 2005

Skills
Valuation, Asset Allocation, Investments, Finance, Financial Advisory, Estate Planning, Portfolio Management, Management, Financial Analysis, Series 7, Asset Management, Financial Modeling, Retail, Training, Wealth Management

Education
DePauw University   2003 — 2007
Bachelor of Arts (B.A.), Economics, Communication

Grace Gonzalez Grace Gonzalez Fishers, Indiana Details
Grace Gonzalez's WestPoint Financial Group Experience August 2015 - September 2015
Job Information Systems Intern at International Medical Group (IMG)
Industry Information Technology and Services
Experience
International Medical Group (IMG)   September 2015 - Present
YMCA of Greater Indianapolis  August 2015 - Present
WestPoint Financial Group   August 2015 - September 2015
Dauby O'Connor & Zaleski   December 2013 - February 2014
Butler University  August 2013 - September 2013
CNO Financial Group  May 2013 - July 2013
RuffaloCODY  January 2013 - May 2013
Pi Beta Phi Fraternity  January 2012 - January 2013
YMCA of Greater Indianapolis  June 2011 - October 2012
Mount It Corrugated Posters   August 2011 - December 2011

Skills
Microsoft Excel, Microsoft Office, Teamwork, Microsoft Word, Communication, Problem Solving, Organization, Dreamweaver, Visual Basic, SAP, SQL, SOX Compliancy, Corporate Social..., Creativity Skills, Quality Management, Project Management, SDLC, Customer Service, Sales

Education
Butler University   2010 — 2015
Bachelor's Degree, Management Information Systems, 3.475/4.0

Fishers High School   2006 — 2010
Academic Honors Dipolma, 3.75/4.0

Austin Krutzsch Austin Krutzsch Crawfordsville, Indiana Details
Austin Krutzsch's WestPoint Financial Group Experience May 2015 - Present
Job Driven and hardworking individual ready to take on the challenges of the competitive financial industry
Industry
Experience
WestPoint Financial Group   May 2015 - Present
Stillwater Farms   May 2013 - August 2014
Crop Production Services  April 2011 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, C++, English, Java, HTML, C, Windows, Time Management

Education
Ball State University   2011 — 2015
Bachelor of Business Administration (BBA), Business Administration and Finance

Pam McTague Pam McTague Phoenix, Arizona Details
Pam McTague's WestPoint Financial Group Experience April 2012 - May 2013
Job Marketing Project Manager at Plexus Worldwide, Inc.
Industry Marketing and Advertising
Experience
Plexus Worldwide, Inc.   April 2015 - Present
Total Transit Inc  July 2013 - April 2015
WestPoint Financial Group   April 2012 - May 2013
Regions Financial Corporation  June 2010 - April 2012
Bernard Hodes Group  April 2008 - May 2010
Indianapolis Business Journal  May 2005 - April 2008
Vera Bradley  January 2005 - June 2005

Skills
Advertising, Marketing Communications, Social Media, Social Media Marketing, Direct Marketing, Online Advertising, Event Management, Marketing Strategy, Marketing, Event Planning, Account Management, PowerPoint, Digital Marketing, Microsoft Office, Media Planning, Market Research, Market Planning, Direct Mail, Website Updating, Sales Management, Sales, Management, Sponsorship, Press Releases

Education
Huntington University   2001 — 2005
BS, Business Management & Economics

Brandon Grady Brandon Grady Indianapolis, Indiana Area Details
Brandon Grady's WestPoint Financial Group Experience May 2015 - Present
Job Financial Services Intern at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   May 2015 - Present
RR Donnelley DLS Worldwide   May 2013 - August 2014
RR Donnelley DLS Worldwide   June 2009 - August 2012
Thornapple Valley Baseball League   April 2012 - July 2012
Habitat for Humanity  April 2008 - September 2010

Skills
Financial Services, Cold Calling, Inventory Management, Process Scheduler, Sales, Microsoft Office, Microsoft Excel, Purchasing, Time Management, Teamwork, Leadership, Marketing, Microsoft Word, Customer Service, Account Management

Education
Indiana University Bloomington   2012 — 2016
Professional Sales and Marketing

Forest Hills Central High School   2008 — 2012

Devon Parson Devon Parson Greenwood, Indiana Details
Devon Parson's WestPoint Financial Group Experience April 2015 - Present
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   April 2015 - Present
Community Chrysler Dodge Jeep   2013 - February 2015

Skills
Finance, Loans, Financial Analysis, Customer Service, Supply Chain Management, Automotive, Credit, Interest Rates, Red Flags, Identity Theft, Microsoft Office, Economics, Microsoft Excel, Life Insurance, Financial Services

Education
Indiana University-Purdue University at Indianapolis   2008 — 2013
Bachelor's degree, Finance, Supply Chain Management and Economics

Roncalli High School   2004 — 2008
Academic Honors Diploma

Luke McDaniel Luke McDaniel Indianapolis, Indiana Details
Luke McDaniel's WestPoint Financial Group Experience May 2015 - Present
Job Financial Services Representative at WestPoint Financial Group
Industry Marketing and Advertising
Experience
WestPoint Financial Group   May 2015 - Present
Anderson University  August 2012 - Present
Ritz Charles  May 2014 - August 2014
Indiana Pacers  August 2009 - May 2014
Anderson University  August 2011 - May 2013
Geist Nursery   May 2012 - August 2012

Skills
Public Speaking, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel

Education
Anderson University   2014 — 2015
Bachelor of Arts (B.A.), Marketing Communications

Tony Wolf Tony Wolf Indianapolis, Indiana Details
Tony Wolf's WestPoint Financial Group Experience June 2015 - Present
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   June 2015 - Present
Student Painters  October 2013 - September 2014

Skills
Customer Service, Microsoft Office, Leadership, Sales, Microsoft Excel, Public Speaking, Team Leadership, Marketing, Microsoft Word, Teamwork, Event Planning

Education
Indiana University Bloomington   2012 — 2015
Bachelor’s Degree, Economics

University of Southern Indiana   2009 — 2012

Sandra Montes Sandra Montes Fort Wayne, Indiana Details
Sandra Montes's WestPoint Financial Group Experience June 2012 - April 2013
Job Store Manager at Abercrombie & Fitch
Industry Retail
Experience
Abercrombie & Fitch  April 2013 - Present
Upstate Alliance   September 2012 - April 2013
WestPoint Financial Group   June 2012 - April 2013
Hollister Co.  November 2005 - April 2013
Justice Tween Brands  October 2010 - January 2012

Skills
Merchandising, Customer Service, Research, Visual Merchandising, Retail, Store Management, Sales, Retail Sales, Loss Prevention, Time Management, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Inventory Management, Training, Teamwork, Cashiering, Recruiting, Inventory Control, Customer Experience, Fashion, Management, Human Resources, Store Operations, Driving Results, Merchandise Planning, Event Planning, Hiring, Event Management, Associate Development, Interviews

Education
Indiana University-Purdue University Fort Wayne (IPFW)   2008 — 2013
Bacher of Arts, Political Science

Indiana University-Purdue University Fort Wayne (IPFW)   2007 — 2013
Minor, Spanish

Indiana University-Purdue University Fort Wayne (IPFW)   2007 — 2013
Minor, Communication

Clint Blackburn Clint Blackburn Indianapolis, Indiana Area Details
Clint Blackburn's WestPoint Financial Group Experience June 2015 - Present
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   June 2015 - Present
Williams & Jensen  June 2014 - August 2014
U.S. House of Representatives   May 2014 - August 2014
Vector Marketing  April 2012 - July 2013
Vector Marketing  June 2011 - September 2011

Skills
Leadership, Recruiting, Life Insurance, Sales, Management, Customer Service, Public Speaking, Training, Hiring, Sales Management, Account Management

Education
Indiana University Bloomington   2011 — 2015
Bachelor of Science in Public Affairs, Management

Indiana University Bloomington   2011 — 2015
Bachelor of Science in Public Affairs, Public Financial Management

George Mason University   2014 — 2014
Lobbying and Government Affairs

Logan Tranberg Logan Tranberg Indianapolis, Indiana Area Details
Logan Tranberg's WestPoint Financial Group Experience March 2014 - October 2014
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   March 2014 - October 2014
The Hawthorns Golf & Country Club  August 2008 - August 2014
Kiwi-Tek  June 2011 - August 2011
USA Fireworks  June 2011 - August 2011

Skills
Microsoft Excel, Microsoft Word, Time Management, PowerPoint, Social Media, Team Leadership, Spanish, Teamwork, Management, Fundraising, Finance, Marketing

Education
Indiana University Bloomington   2012 — 2016
School of Public Environmental Affairs, Management

Indiana University Bloomington   2012 — 2016
Kelley School of Business, Business Foundations Certificate

OpenDoor   2013 — 2014
Inside an Investment Bank (Sponsored by Bank of America Merrill Lynch), Finance, General

Hamilton Southeastern High School   2008 — 2012
Honors Diploma, Academy of Finance Graduate

Sarah Sallee Sarah Sallee Indianapolis, Indiana Details
Sarah Sallee's WestPoint Financial Group Experience June 2011 - Present
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   June 2011 - Present
State Farm Insurance  September 2010 - December 2010
Pacesetter Sports  June 2007 - September 2010

Skills
Strategic Financial..., Life Insurance, Retirement, Finance, Retirement Planning, Insurance, Disability Insurance, Analysis, Long Term Care Insurance, Access, Microsoft Excel, Financial Advisory, Risk Management, Estate Planning, Sales, Financial Services, Securities, Asset Allocation, Financial Analysis, Customer Service, Fixed Annuities, Term Life Insurance, Wealth Management, Investments

Education
Indiana State University - Scott College of Business   2007 — 2011
Financial Services major with a focus in banking; Business Administration major and a Finance minor

American College of Thessaloniki

Wayne A. Piper Wayne A. Piper Indianapolis, Indiana Details
Wayne A. Piper's WestPoint Financial Group Experience June 2014 - Present
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   June 2014 - Present
Piper Enterprises   1992 - Present
New York Life Insurance Company  October 2010 - June 2014
NYLIFE Securites LLC   October 2010 - June 2014

Skills
Finance, Retirement, Insurance, Investments, Retirement Planning, 401k, Life Insurance, Analysis, Securities, Financial Services, Disability Insurance, Long Term Care Insurance, Leadership, Sales, Customer Service, Financial Planning, Fixed Annuities, Mutual Funds, Estate Planning, Term Life Insurance

Education
Wayne State University
MBA, Management

Indiana State University
Master of Science (MS), Electronics

Indiana State University - School of Business
BS, Marketing

Hamilton Heights

Jacob Haig Jacob Haig Peoria, Illinois Area Details
Jacob Haig's WestPoint Financial Group Experience May 2013 - February 2015
Job Senior Sales Representative at The Digital Store
Industry Retail
Experience
The Digital Store  March 2015 - Present
WestPoint Financial Group   May 2013 - February 2015
Bankers Life and Casualty Company  March 2012 - May 2013

Skills
Life Insurance, Disability Insurance, Building Long-term..., Term Life Insurance, Microsoft Word, Helping Clients Succeed, Financial Services, Analysis, Retirement, Financial Planning, Sales Management

Education
Bradley University   2005 — 2010
Bachelor of Science (B.S.), Business Administration and Management

Sheryl Galt Sheryl Galt Indianapolis, Indiana Details
Sheryl Galt's WestPoint Financial Group Experience February 2013 - January 2015
Job Working diligently to obtain a Bachelors degree in Nursing
Industry Hospital & Health Care
Experience
Perfection Paramedical   July 2015 - Present
WestPoint Financial Group   February 2013 - January 2015
Total Quality Logistics  September 2010 - February 2013
Indiana University  April 2010 - August 2010
Comprehensive Financial Consultants   January 2010 - August 2010
Indianapolis Colts  July 2008 - January 2009

Skills
Customer Service, Logistics, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Sales, Teamwork

Education
Indiana University Bloomington   2006 — 2010
Bachelor's degree, Sports Communication - Broadcast

Joe Nierman MBA Joe Nierman MBA Indianapolis, Indiana Area Details
Joe Nierman MBA's WestPoint Financial Group Experience November 2007 - Present
Job Financial Advisor at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   November 2007 - Present
ADT Security Services  2004 - 2007

Skills
Retirement Planning, Sales, Sponsorship Generation, Insurance, Life Insurance, Finance, Risk Management, Financial Advisory, Financial Services, Analysis, Mutual Funds, Fixed Annuities, Strategic Financial..., Financial Planning, Leadership

Education
Anderson University   2003 — 2007
MBA, Business

Marian University   2000 — 2004
Bachelors of Science, Marketing

David Biddix David Biddix Peoria, Illinois Area Details
David Biddix's WestPoint Financial Group Experience July 2012 - June 2013
Job Revenue Manager at TMI Hospitality
Industry Financial Services
Experience
TMI Hospitality  July 2013 - Present
WestPoint Financial Group   July 2012 - June 2013

Skills
Investments, Revenue Analysis, Leadership, Securities, Retirement, Employee Benefits, Financial Analysis, Retirement Planning, Financial Planning

Education
Eastern Illinois University   2008 — 2012
Bachelor of Science (BS), Finance, General

FINRA
Series 6 & 63

Princeton High School

Matt Milburn Matt Milburn Peoria, Illinois Area Details
Matt Milburn's WestPoint Financial Group Experience August 2002 - Present
Job Financial Advisor at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   August 2002 - Present

Education
FINRA Series 6, 7, 66, 24 63   2002 — 2006
Investment Licenses

Ball State University   1998 — 2002

Walker Radez Walker Radez Indianapolis, Indiana Details
Walker Radez's WestPoint Financial Group Experience July 2015 - Present
Job Financial Advisor at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   July 2015 - Present
IU SPEA Career Development Office   April 2013 - October 2014
IU Residential Program Services   January 2013 - May 2013

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Public Speaking, Social Media, Teamwork, Event Planning, Customer Service, Data Analysis, Community Outreach, Statistics, Time Management, Photoshop, Policy Analysis, Nonprofits, Facebook, Fundraising, Social Networking

Education
Indiana University Bloomington   2011 — 2015
Bachelor's of Science in Public Affairs, Environmental Management

Daniel Stricklett Daniel Stricklett Westville, Illinois Details
Daniel Stricklett's WestPoint Financial Group Experience April 2013 - Present
Job Financial Representative at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   April 2013 - Present

Skills
Finance, Retirement Planning, Retirement, Fixed Annuities, Wealth Management, Life Insurance, Estate Planning

Education
Danville Area Community College   1994 — 2006
BA Science and Arts

Sean Sills Sean Sills Louisville, Kentucky Area Details
Sean Sills's WestPoint Financial Group Experience August 2014 - January 2015
Job Sales Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  January 2015 - Present
WestPoint Financial Group   August 2014 - January 2015
High Stakes Woodworx, LLC   2011 - August 2014
United States Marine Corps  June 2005 - October 2007
United States Marine Corps  October 2003 - May 2005

Skills
Leadership, Microsoft Office, Team Building, Woodworking, Carpentry, Sales, Military Experience, Customer Service, Troubleshooting, Contractors, Project Planning, Supervisory Skills, Management, Team Leadership, Project Management, Strategic Planning, Program Management, Interior Design, Public Speaking, Government, Recruiting

Education
West Kentucky Community and technical College   2008 — 2010

Heath High School, West Paducah, KY

Blake Snodgrass Blake Snodgrass Indianapolis, Indiana Details
Blake Snodgrass's WestPoint Financial Group Experience October 2013 - Present
Job Freight Sales Representative at Spot Freight, Inc.
Industry Financial Services
Experience
Spot Freight, Inc.   April 2015 - Present
WestPoint Financial Group   October 2013 - Present
Northwestern Mutual  December 2012 - October 2013
Total Quality Logistics  September 2010 - August 2012

Skills
Entrepreneurship, Insurance, Strategic Planning, Social Media, Social Media Marketing, Microsoft Office, Social Networking, Cold Calling

Education
Indiana University-Southeast   2004 — 2010
Secondary Education

University of Saint Francis   2005 — 2006
Business Administration

North Harrison High School   2000 — 2004

Danville Middle School   1997 — 1999

Kasey Wilson, B.S, M.S Kasey Wilson, B.S, M.S Champaign, Illinois Details
Kasey Wilson, B.S, M.S's WestPoint Financial Group Experience April 2014 - Present
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   April 2014 - Present

Skills
Microsoft Office, Microsoft Publisher, Word, PowerPoint, Customer Service, Excel, CPI, Cpr Certified, Photoshop, Time Management, Teamwork, SPSS, Mac, Critical Thinking, Vital Signs, Microsoft Excel, Data Entry, Program Development, Microsoft Word, Public Speaking

Education
Eastern Illinois University   2011 — 2013
Master of Technology Management, Technology Master of Science

Eastern Illinois University   2007 — 2011
B.S. in Social Sciences, Social Work, 3.0

Emily Karns Emily Karns Fort Wayne, Indiana Details
Emily Karns's WestPoint Financial Group Experience May 2013 - October 2013
Job Experienced project and event coordinator, extensive communication skills, interest to learn
Industry Public Relations and Communications
Experience
Memorable Moments Photography (BY EKK)   October 2010 - Present
Outback Steakhouse  August 2007 - Present
WestPoint Financial Group   May 2013 - October 2013

Skills
Customer-focused Service, Microsoft Office, Photography, Sales, Communication, Organization, Clerical Skills, Accounts Receivable, Accounts Payable, Event Planning, Interviews

Education
Indiana University-Purdue University at Fort Wayne   2011 — 2014
Bachelor of Arts (B.A.), Public Relations, Communications

Indiana University Bloomington   2009 — 2011
Bachelor of Science (BS), Biology

Kevin Clasen, CFP Kevin Clasen, CFP Indianapolis, Indiana Area Details
Kevin Clasen, CFP's WestPoint Financial Group Experience March 1992 - Present
Job Advisor at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   March 1992 - Present

Skills
Strategic Financial..., Retirement, Investments, Insurance, Disability Insurance, Finance, Financial Advisory, Securities, Business Planning, Financial Services, Long Term Care Insurance, Retirement Planning, Estate Planning, Fixed Annuities, Wealth Management, Life Insurance, Strategic Planning, Financial Analysis, Employee Benefits, Entrepreneurship

Education
Indiana Wesleyan University   1996 — 1998
Bachelors

Andrew Beres Andrew Beres Greater Chicago Area Details
Andrew Beres's WestPoint Financial Group Experience May 2014 - March 2015
Job Financial Professional at Axa Advisors
Industry Financial Services
Experience
AXA Advisors  April 2015 - Present
WestPoint Financial Group   May 2014 - March 2015
Sweney Electric   May 2013 - January 2014
Pottawattomie Country Club   May 2006 - August 2013
Malcolm S. Gerald and Assoc., Inc.   May 2012 - January 2013

Education
Indiana University Bloomington   2011 — 2014
Bachelor's Degree, Business Administration and Management, General

Michigan City High School   2006 — 2010

Johnathan Redmaster Johnathan Redmaster Fort Wayne, Indiana Area Details
Johnathan Redmaster's WestPoint Financial Group Experience July 2010 - December 2014
Job at TradeWell Tax & Financial
Industry Investment Management
Experience
TradeWell Tax & Financial   December 2014 - Present
WestPoint Financial Group   July 2010 - December 2014

Skills
Insurance, Finance, Customer Service, Retirement, Portfolio Management, Risk Management, Life Insurance, Employee Benefits, Entrepreneurship, Securities, Fixed Annuities, Investments, Financial Analysis, New Business Development, Leadership, Financial Services, Sales, Management, Financial Planning, Listening Skills, Recruiting, Strategic Financial..., Mutual Funds, Wealth Management

Education
The American College   2012 — 2015
Certified Financial Planner

Indiana University Bloomington   2006 — 2010
BA, Political Science & Business

Northrop High School   2003 — 2006
Core 40, Internship program & January Graduate

Corey Sexson Corey Sexson Carmel, Indiana Details
Corey Sexson's WestPoint Financial Group Experience August 2011 - October 2014
Job Sales Associate at Summ Cott Medical
Industry Medical Devices
Experience
Motion Medical   October 2014 - Present
WestPoint Financial Group   August 2011 - October 2014
Indiana University Student Athletic Board  February 2009 - February 2011
Moorin Holdings LLC   May 2009 - August 2010
Camp Sea Gull (YMCA)   May 2008 - August 2008

Skills
Fixed Annuities, Insurance, Strategic Financial..., Retirement, Securities

Education
Indiana University Bloomington   2007 — 2011
Bachelor's, Management

Hamilton Southeastern High School   2003 — 2007

Chris Swisher Chris Swisher Fishers, Indiana Details
Chris Swisher's WestPoint Financial Group Experience August 2008 - October 2010
Job Teacher and Coach at Hamilton Southeastern Schools
Industry Higher Education
Experience
Hamilton Southeastern Schools  July 2011 - Present
MSD of Wayne Township  February 2011 - November 2011
WESTPOINT FINANCIAL GROUP   August 2008 - October 2010
Hamilton southeastern   2006 - 2008

Skills
Insurance, Strategic Financial..., Employee Benefits, Customer Service, Marketing, Fundraising, Public Speaking, Sales

Education
Indiana University Bloomington   2012 — 2014
Master's degree, Educational Leadership and Administration, General

Miami University   2001 — 2006
B.S. Education, Life & Earth Science Education

University of Southern Indiana   2001 — 2002

Crystal Harter, MBA Crystal Harter, MBA Fort Wayne, Indiana Details
Crystal Harter, MBA's WestPoint Financial Group Experience March 2010 - December 2010
Job My first book is in progress
Industry Writing and Editing
Experience
Northwestern Mutual  December 2010 - March 2015
Indiana University - Purdue University Fort Wayne (IPFW)   December 2011 - May 2012
WestPoint Financial Group   March 2010 - December 2010
Lincoln Financial Group  November 2005 - March 2010

Skills
Leadership, Customer Service, Sales, Public Speaking, Insurance, Finance, Investments, Marketing, Retirement

Education
Indiana University-Purdue University Fort Wayne (IPFW)   2007 — 2008
MBA, Business

Indiana University-Purdue University at Indianapolis   2005 — 2005
Certificate, International Studies

Université de Strasbourg   2005 — 2005
Certificate, International Human Rights Law Program (Programme Européen d’ Été Études des Droits d’Homme)

Indiana University Bloomington   1998 — 2005
B.A., Political Science & Sociology

Phil Blum Phil Blum United States Details
Phil Blum's WestPoint Financial Group Experience August 2009 - May 2015
Job Financial Services Professional at Capstone Partners Financial & Insurance Services, LLC
Industry Financial Services
Experience
Capstone Partners Financial and Insurance Services  May 2015 - Present
WestPoint Financial Group   August 2009 - May 2015
Lang Financial Group  July 2008 - August 2008

Skills
Securities, Insurance, Retirement, Investments, Access, Financial Services, Finance, Strategic Financial..., Analysis, Retirement Planning, Life Insurance, Mutual Funds, Financial Planning, Fixed Annuities

Education
Indiana University - Kelley School of Business   2005 — 2009
BS, Finance & Management

University of Sydney   2008 — 2008
Faculty of Economics and Business

The Miami Valley School   2001 — 2005

Blake Houghtaling Blake Houghtaling Indianapolis, Indiana Details
Blake Houghtaling's WestPoint Financial Group Experience March 2010 - September 2010
Job Internal Sales Partner at OneAmerica Financial Partners Inc.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc.  September 2013 - Present
PNC Financial Services Group  May 2012 - August 2013
Fifth Third Bank  October 2010 - April 2012
WestPoint Financial Group   March 2010 - September 2010
Family Development Services, Inc.   July 2008 - March 2010

Skills
Series 6, Series 63, Series 65, Sales, Customer Service, Life Insurance, Long Term Care Insurance, Annuities, Mutual Funds, Retirement Planning, Banking, Consumer Lending, Spanish-English

Education
Greenville College   2004 — 2007
Bachelor of Arts, Spanish

Vandalia Community High School   2000 — 2004
High School Diploma

Latin American Studies Program

Aaron Sall Aaron Sall Indianapolis, Indiana Details
Aaron Sall's WestPoint Financial Group Experience November 2012 - June 2013
Job Document Solutions Consultant at Impact Networking
Industry Business Supplies and Equipment
Experience
Essilor  September 2015 - Present
Impact Networking  January 2014 - July 2015
WestPoint Financial Group   November 2012 - June 2013

Skills
Customer Service, Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Entrepreneurship, Marketing, Sales, Public Speaking, Restaurants, Food, Inventory Management, Social Networking, Sales Process, Leadership, Securities

Education
Ball State University   2007 — 2012
Bachelor's degree, Entrepreneurship

Columbus North High School   2005 — 2007

Leesville High School   2003 — 2005

Justin Thibault, AAMS® Justin Thibault, AAMS® Indianapolis, Indiana Details
Justin Thibault, AAMS®'s WestPoint Financial Group Experience May 2009 - August 2009
Job Financial Professional Skilled in Analysis and Investing. Winner of Company’s Selective Key Contributor Award.
Industry Financial Services
Experience
Charles Schwab  May 2012 - March 2014
Charles Schwab  December 2011 - May 2012
Charles Schwab  February 2011 - December 2011
American Income Life  February 2010 - May 2010
WestPoint Financial Group   May 2009 - August 2009

Skills
Equities, Mutual Funds, Fixed Income, Investments, Risk Management, Capital Markets, Securities, Finance, Investment Strategies, Trading, Asset Allocation, Financial Services, Derivatives, Bonds, ETFs, Wealth Management, Investment Management, Portfolio Management, Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, FINRA, Series 7, Series 63, Equity Valuation, Valuation, Microsoft Office, Customer Service, Leadership, Options

Education
Indiana University   2005 — 2009
Bachelor of Science (BS), Public Financial Management

Indiana University - Kelley School of Business   2005 — 2009
Business Foundations Certificate

Nick Abraham Nick Abraham Peoria, Illinois Area Details
Nick Abraham's WestPoint Financial Group Experience October 2011 - Present
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   October 2011 - Present
Donnelly's Shamrock Pub   September 2010 - February 2012
Peoria Notre Dame  May 2009 - August 2009

Education
Marquette University Law School   2008 — 2010

St. Ambrose University   2004 — 2007
Bachelor of Science, Political Science

Illinois Central College   2002 — 2004

Peoria Notre Dame   1998 — 2002

Mark Merchant Mark Merchant Indianapolis, Indiana Area Details
Mark Merchant's WestPoint Financial Group Experience June 2011 - September 2012
Job Registered Administrative Associate at Brunette & Associates, LLC
Industry Financial Services
Experience
Brunette & Associates LLC   October 2012 - Present
WestPoint Financial Group   June 2011 - September 2012
ArborMetrics Solutions, Inc.   April 2010 - February 2011
Mark M Holeman, Inc   June 2005 - April 2010

Skills
Finance, Management, Customer Service, Marketing, Leadership, Financial Services, Microsoft Office, Analysis

Education
Ball State University   2006 — 2009
MBA, Management

Purdue University   2001 — 2005
Bachelors, Forestry

St. Joseph's College (IN)   2001 — 2002

Kelly Keefer Kelly Keefer Indianapolis, Indiana Details
Kelly Keefer's WestPoint Financial Group Experience October 2011 - January 2013
Job Advertising at Angie's List
Industry Marketing and Advertising
Experience
Angie's List  February 2013 - Present
WestPoint Financial Group   October 2011 - January 2013
Keefer Printing Co.   May 2004 - August 2011

Skills
Golf, New Business Development, Marketing Strategy, Advertising, Consulting, Salesforce.com, Sandler, Marketing, Entrepreneurship, Account Management, Sales, Social Media Marketing, Social Networking, Cold Calling

Education
Indiana University Bloomington   2007 — 2010
Bachelor of Science (B.S.), Entrepreneurship and Psychology

Trine University   2006 — 2007
Entrepreneurship

Charlie Hansen Charlie Hansen Chicago, Illinois Details
Charlie Hansen's WestPoint Financial Group Experience March 2011 - August 2011
Job National Account Manager at Coyote Logistics
Industry Logistics and Supply Chain
Experience
Coyote Logistics  June 2012 - Present
WestPoint Financial Group   March 2011 - August 2011

Skills
Finance, PowerPoint, Microsoft Excel, Sales, Selling, Marketing

Education
Indiana University Bloomington   2008 — 2012
BSPA, Public Financial Management

Chris Deter Chris Deter Indianapolis, Indiana Area Details
Chris Deter's WestPoint Financial Group Experience May 2004 - Present
Job Financial Advisor at WestPoint Financial Consultants
Industry Financial Services
Experience
WestPoint Financial Group   May 2004 - Present

Education
Ball State University - College of Business   2000 — 2004
B.A., Financial Planning & Financial Institutions

Trace Fetterer Trace Fetterer Indianapolis, Indiana Details
Trace Fetterer's WestPoint Financial Group Experience May 2015 - Present
Job Financial Services Professional at WestPoint Financial Group
Industry
Experience
WestPoint Financial Group   May 2015 - Present
Circle K Convenience Stores (HK) Ltd   May 2014 - August 2014
Angie's List  October 2013 - December 2013

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Marketing, Research, Management, Sales, Accounting

Education
Butler University   2012 — 2016

Sam Huston Sam Huston Indianapolis, Indiana Area Details
Sam Huston's WestPoint Financial Group Experience January 1989 - Present
Job Financial Advisor at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   January 1989 - Present

Skills
Estate Planning, Securities, Investments, Insurance, Retirement, Finance, Disability Insurance, Long Term Care Insurance, Strategic Planning, Leadership, Retirement Planning, Financial Planning, Financial Services, Life Insurance

Education
Indiana University Bloomington   1984 — 1988
B.A, Economics

Tyler Bensen Tyler Bensen Zionsville, Indiana Details
Tyler Bensen's WestPoint Financial Group Experience May 2013 - Present
Job Financial Advisor at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   May 2013 - Present
Indianapolis Colts  May 2012 - August 2012
Indiana Baseball Academy   2007 - 2012

Education
School of Public and Enviromental Affairs   2009 — 2012
Management, Finance

Indiana University Bloomington

Zionsville High School

Susan Jaeger, MPH Susan Jaeger, MPH Indianapolis, Indiana Area Details
Susan Jaeger, MPH's WestPoint Financial Group Experience May 2014 - Present
Job New Business Coordinator at WestPoint Financial Group
Industry Hospital & Health Care
Experience
WestPoint Financial Group   May 2014 - Present
RN & Allied Specialties, Inc.   March 2014 - April 2014
St. Vincent Hospital  August 2010 - June 2013
Kelly Scientific Resources  2007 - 2010
IU Cancer Center   2006 - 2007
Roudebush VA Medical Center  2005 - 2006
Indiana State Department of Health  2004 - 2005
Indiana Consortium for Mental Health Services Research/IU Research   1994 - 2004

Skills
Project Management, Human Resources, Clinical Research, Healthcare, Customer Service, Research, Applicant Tracking..., Recruiting, Resume Writing, Training, Clinical Trials, Grants, Organizational..., Performance Management, Sourcing, Leadership, Case Managment, Account Management, Employee Relations, Career Counseling, Access, Temporary Placement, Nonprofits, Community Outreach, Hiring, Team Building, Interviews, Public Speaking, Talent Management, Employee Benefits, Screening, Conflict Resolution, New Hire Orientations, Event Planning, Budgets, Benefits Administration, Biotechnology, Clinical Development, Policy, Staffing Services, Pharmaceutical Industry, Interview Preparation, Data Analysis, CRM, Management, Clinical Data Management, Social Networking, Leadership Development, Time Management, PowerPoint

Education
Indiana University-Purdue University at Indianapolis   2001 — 2004
Master of Public Health (MPH), Behavioral Health Science

Michael Wittig Michael Wittig Urbana-Champaign, Illinois Area Details
Michael Wittig's WestPoint Financial Group Experience 2012 - Present
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   2012 - Present
Exelon Nuclear  2011 - 2012
Rantoul Police Department   April 2010 - November 2010
Bartonville Police Department   2003 - 2010

Skills
Risk Management, Enforcement, Microsoft Office, Financial Analysis, Private Investigations, Financial Risk, Strategic Financial..., Disability Insurance, Insurance, Public Speaking, Retirement Planning, Criminal Justice, Investigation, Finance, Retirement, Securities, Life Insurance, Financial Services, Mutual Funds

Education
Illinois Central College   2008 — 2010
N/A, Law Enforcement

Princeton High School

Everett Muckey Everett Muckey Indianapolis, Indiana Area Details
Everett Muckey's WestPoint Financial Group Experience August 2011 - July 2013
Job Prosthetics
Industry Plastics
Experience
Rehab institute   January 2014 - Present
WestPoint Financial Group   August 2011 - July 2013
Aldi Holding ApS  January 2011 - August 2011
Walgreens  February 2002 - November 2010

Skills
Customer Service, Leadership, Sales, Team Building

Education
Ball State University   1999 — 2003
History

Greencastle High School   1995 — 1999

Shane Kennedy Shane Kennedy Indianapolis, Indiana Area Details
Shane Kennedy's WestPoint Financial Group Experience September 2007 - February 2010
Job Recruiter Reserve Officer Programs at US Navy
Industry Military
Experience
US Navy  May 2011 - Present
U.S. Navy Reserve   October 2008 - May 2011
WestPoint Financial Group   September 2007 - February 2010

Education
Indiana University - Kelley School of Business   2004 — 2007
Business, Economics and Public Policy

Indiana University Bloomington   2004 — 2007
Business, Economics and Public Policy

Indiana Leadership Forum

Anthony Kerins Anthony Kerins Indianapolis, Indiana Area Details
Anthony Kerins's WestPoint Financial Group Experience July 2010 - Present
Job Financial Services Professional at Westpoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   July 2010 - Present
John Hancock Financial Network  June 2009 - July 2010
Sigma Alpha Epsilon Fraternity and Foundation   July 2004 - July 2009
Salomon Smith Barney  September 1999 - July 2004

Education
Ball State University - College of Business   1995 — 2000
BS, Finance

Jack Hettiger Jack Hettiger Indianapolis, Indiana Area Details
Jack Hettiger's WestPoint Financial Group Experience 2009 - Present
Job Partner at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   2009 - Present
AXA Advisors  1994 - 2008
McKinley Trucking   1993 - 1994
Transport Industries Corporation   1985 - 1993
First Northern Group   1983 - 1985

Skills
Business

Education
Michigan State University - The Eli Broad College of Business   1985 — 1988
MBA, Business Management

Albion College   1981 — 1985
BA, Economics & Management

Okemos Alumni   1978 — 1981

Patrick Haas Patrick Haas Warsaw, Indiana Details
Patrick Haas's WestPoint Financial Group Experience August 2015 - Present
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   August 2015 - Present
Cardinal Services, Inc. of Indiana   January 2010 - July 2015
Aflac  January 2009 - December 2009
Zimmer  July 2007 - April 2009

Skills
Team Leadership, Financial Reporting, Medical Records, Direct Sales, Medical Training, Health Insurance, Life Insurance, Disability Insurance, Warehouse Control, Training, Management, Personal Finance, Cold Calling, Sales, Customer Service, Microsoft Excel, Public Speaking, Team Building

Education
Grace College and Seminary   2013 — 2014
Bachelor of Science (BS), Business Administration and Management, General

Indiana University South Bend   2011 — 2013
Pre-Nursing Studies

Jim Liston Jim Liston Indianapolis, Indiana Area Details
Jim Liston's WestPoint Financial Group Experience April 1994 - Present
Job Financial Services Representative at WestPoint Financial Group
Industry Civic & Social Organization
Experience
Catholic Radio - Indianapolis   2008 - Present
Catholic Business Exchange   September 2004 - Present
WestPoint Financial Group   April 1994 - Present
National Association of Governors Councils on Physical Fitness and Sports   October 1987 - October 1993

Skills
Public Speaking, Strategic Planning, Insurance, Life Insurance, Employee Benefits, Retirement, Health Insurance, Non-profits, Small Business, Finance, Long-term Care, Coaching, Customer Service, Nonprofits, Direct Sales, Networking, Sales, Retirement Planning, Disability Insurance, Leadership, Recruiting, Marketing, Team Building, Training, Cold Calling, Entrepreneurship, Leadership Development, Social Networking, Time Management

Education
University of Illinois at Urbana-Champaign   1976 — 1977
MS, Community Health Education

Northern Illinois University   1968 — 1972
BS, Physical and Health Education

Andrew Prime Andrew Prime Indianapolis, Indiana Area Details
Andrew Prime's WestPoint Financial Group Experience May 2015 - Present
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   May 2015 - Present
Johnson Memorial Health Services  May 2014 - August 2014
Dunbar Carpentry, Inc.   May 2012 - August 2013
Van Valer Law Firm, LLP   June 2008 - August 2009

Skills
Leadership, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Finance, Financial Services, Analysis, Insurance, Access, Customer Service, Financial Analysis, Sales

Education
Indiana University Bloomington   2011 — 2015
Bachelor’s Degree, Public Finance

Jacob Maxwell Jacob Maxwell Terre Haute, Indiana Area Details
Jacob Maxwell's WestPoint Financial Group Experience May 2015 - Present
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   May 2015 - Present
Wabash Valley Family Sports Center   May 2010 - May 2015
Chegg  December 2014 - March 2015
Northwestern Mutual  January 2014 - November 2014

Skills
Life Insurance, Disability Insurance, Insurance, Finance, Building Clientele, Public Speaking, Microsoft Office, Leadership, Customer Service

Education
Indiana State University - School of Business   2011 — 2015
Bachelor's Degree, Finance and Economics

Terre Haute North Vigo High School   2007 — 2011

Angela M. Perez Angela M. Perez Fort Wayne, Indiana Area Details
Angela M. Perez's WestPoint Financial Group Experience March 2010 - March 2010
Job Security Service Consultant
Industry Financial Services
Experience
Houlihan, LLP   December 2011 - July 2013
OmniSource Corporation  March 2011 - August 2011
WestPoint Financial Group   March 2010 - March 2010
Paige's Place   August 2007 - September 2009
Region's Bank  April 2000 - February 2007

Skills
PowerPoint, Customer Service, Management, Microsoft Word, Accounting, Accounts Payable, Accounts Receivable, Microsoft Excel, Outlook, SharePoint, Bookkeeping, Financial Accounting, Payroll, Spreadsheets

Education
Indiana University-Purdue University at Fort Wayne
Associate’s Degree

North Side High School

Mitchell Parker Mitchell Parker Indianapolis, Indiana Details
Mitchell Parker's WestPoint Financial Group Experience May 2013 - Present
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   May 2013 - Present
Moorfields Eye Hospital, London  June 2012 - July 2012
KeyBank  May 2010 - May 2012

Education
Indiana University - Kelley School of Business   2009 — 2013
Bachelor of Science (B.S.), Finance

Matthew Rassbach Matthew Rassbach Indianapolis, Indiana Area Details
Matthew Rassbach's WestPoint Financial Group Experience May 2015 - Present
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   May 2015 - Present
LIDS Sports Group  May 2014 - August 2014
The Plan Consulting Group  July 2013 - October 2013
Andy Mohr Automotive Group  May 2012 - July 2013

Skills
Microsoft Excel, Time Management, Microsoft Office, Social Media, Public Relations, PowerPoint, Teamwork, Microsoft Word, Marketing, Customer Service, Social Networking, Sports, Event Planning, Team Leadership, Economics, Consulting, Strategic Consulting, Social Planning, Communicaitons, Calculus, Always Punctual, Business Analysis, Nonprofits, Fundraising, Facebook, Data Analysis, Budgets, Finance, Critical Thinking, Event Management, Outlook, Inventory Management, Accounting, Communication, Financial Services, Financial Planning

Education
Purdue University   2010 — 2015
Economics, Finance and Financial Management Services

Purdue University   2010 — 2015
Economics

Kile Riggs Kile Riggs Indianapolis, Indiana Area Details
Kile Riggs's WestPoint Financial Group Experience May 2013 - July 2015
Job Operations at Abrasive Processing and Technologies, LLC
Industry Financial Services
Experience
Abrasive Processing and Technologies, LLC   July 2015 - Present
WestPoint Financial Group   May 2013 - July 2015
Abrasive Processing and Technologies, LLC   May 2008 - May 2013
Best Buy  October 2009 - December 2010
Tri-State Athletic Club  October 2006 - April 2007

Education
University of Southern Indiana   2006 — 2007

Ball State University

Cindy Boise Cindy Boise Indianapolis, Indiana Area Details
Cindy Boise's WestPoint Financial Group Experience April 2014 - July 2014
Job Assistant to the Principal at Guerin Catholic High School
Industry Financial Services
Experience
Guerin Catholic High School  July 2014 - Present
The O'Connor House   April 2014 - August 2014
WestPoint Financial Group   April 2014 - July 2014
MEL-RAC, LLC   March 2012 - February 2014
Wallington Asset Management  September 2009 - July 2011
Indiana Small Business Development Corp   1990 - 1993

Skills
Team Building, Account Management, Customer Service, Event Planning, Leadership, Management, Microsoft Excel, Process Improvement, Public Speaking, Strategic Planning, Budgets, Training

Education
Ball State University - College of Business   1981 — 1985
BS, Accounting and Entrepreneurship

Marianne Speer Marianne Speer Indianapolis, Indiana Area Details
Marianne Speer's WestPoint Financial Group Experience July 2006 - Present
Job Business Manager at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   July 2006 - Present
MassMutual Financial Group  January 1997 - June 2006

Education
Indiana University Bloomington   1987 — 1990
BS, School of Public & Environmental Affairs

Greg McRoberts, ChFC, CLU, CFP Greg McRoberts, ChFC, CLU, CFP Indianapolis, Indiana Area Details
Greg McRoberts, ChFC, CLU, CFP's WestPoint Financial Group Experience May 1989 - Present
Job WestPoint Financial
Industry Financial Services
Experience
WestPoint Financial Group   May 1989 - Present

Education
Olivet Nazarene University   1985 — 1989

Kristi Grimm, MBA Kristi Grimm, MBA Indianapolis, Indiana Area Details
Kristi Grimm, MBA's WestPoint Financial Group Experience August 2007 - April 2015
Job Partner at Thrivent Financial | Hiring Top Sales Talent to Help Individuals Be Wise With Money + Live Generously
Industry Financial Services
Experience
Thrivent Financial  April 2015 - Present
WestPoint Financial Group   August 2007 - April 2015
Thrivent Financial  May 2003 - August 2007
Walker Information  September 2000 - May 2003

Education
Anderson University   2002 — 2004
MBA

Hanover College   1996 — 2000
Bachelor of Arts, Psychology

Josh Plank Josh Plank Indianapolis, Indiana Area Details
Josh Plank's WestPoint Financial Group Experience 2002 - Present
Job Partner at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   2002 - Present

Education
Butler University - College of Business Administration   1998 — 2002
Finance

Jaime Karlander Jaime Karlander Indianapolis, Indiana Area Details
Jaime Karlander's WestPoint Financial Group Experience January 1999 - Present
Job at Horizon Planning Group Inc.
Industry Financial Services
Experience
Horizon Planning Group Inc.   December 2009 - Present
Innovative Financial Partners/Women's Financial Group   July 2008 - Present
Horizon Planning Group   January 2008 - Present
WestPoint Financial Group   January 1999 - Present
WestPoint Financial Group/ Mass Mutual   August 2007 - July 2008
Thrivent Financial  2005 - 2007
Dr. Nikas, D.D.S   2003 - 2005

Education
Anderson University   2006 — 2008
MBA, Business

Anderson University
Masters, Business Administration

University of Vermont   1997 — 2001
BS, Community Development, Applied Economics, and Dental Hygiene

University of Vermont
Bachelor of Science, Applied Science and Economics

Holly Lambert Holly Lambert Anderson, Indiana Details
Holly Lambert's WestPoint Financial Group Experience 2011 - 2013
Job Brand Strategist at Element212
Industry Management Consulting
Experience
Element212   April 2013 - Present
WestPoint Financial Group   2011 - 2013
Actors Theatre of Indiana   March 2008 - 2012
Starbucks  June 2008 - 2011
Reardon Auditorium Conference & Performance Events   2007 - 2007

Skills
Event Management, Theatre, Musical Theatre, Entertainment, Social Media, Management, Strategic Planning, Project Management, System Administration, Production Managment, Acting, Microsoft Office, Event Planning, Stage, Stage Management, Customer Service

Education
Anderson University   2004 — 2008

Kevin Dicke Kevin Dicke Indianapolis, Indiana Area Details
Kevin Dicke's WestPoint Financial Group Experience 2009 - Present
Job Registered Representative
Industry Insurance
Experience
Westpoint Financial Group   2009 - Present
Principal Financial Group  January 2003 - 2009

Education
Butler University   1998 — 2002
Finance

Butler University - College of Business Administration   1998 — 2002

Dublin H.S.

Joseph Gass Joseph Gass Fort Wayne, Indiana Area Details
Joseph Gass's WestPoint Financial Group Experience January 2008 - Present
Job Advisor at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   January 2008 - Present
Indiana State Police Laboratory   April 2003 - December 2007

Education
Ball State University - College of Business   2006 — 2008
MBA

Elmhurst High School

Traci Cawi Traci Cawi Indianapolis, Indiana Area Details
Traci Cawi's WestPoint Financial Group Experience July 2001 - Present
Job Project Manager at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   July 2001 - Present
WestPoint Financial Group (MassMutual)   2001 - Present

Education
Indiana University - Kelley School of Business   1993 — 1998
Accounting

Joe Hillman Joe Hillman Indianapolis, Indiana Details
Joe Hillman's WestPoint Financial Group Experience August 2013 - Present
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   August 2013 - Present
m.e.d. distribution   January 2001 - January 2014

Skills
New Business Development, Sales Management, Strategic Planning, Account Management, Medical Devices, Coaching, Strategy, Product Development, Healthcare, Marketing Strategy, Team Building, Selling, Start-ups, Sales, Sales Operations, Marketing, Business Planning, Cross-functional Team..., Business Development, Entrepreneurship, Direct Sales, Product Launch, Contract Negotiation, Sales Process

Education
Indiana University Bloomington   1984 — 1988
Bachelor of Science, Business Finance

Chris Mackenzie Chris Mackenzie Indianapolis, Indiana Area Details
Chris Mackenzie's WestPoint Financial Group Experience August 2012 - Present
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   August 2012 - Present
Northwestern Mutual  June 2005 - August 2012
Professional Hockey  1992 - 2004

Skills
Retirement Planning, Disability Insurance, Retirement, Fixed Annuities, Life Insurance, Insurance, Investments, Estate Planning, Long-term Care, Strategic Financial..., Series 63, Securities, Mutual Funds, Wealth Management, Employee Benefits, Financial Services, Finance, Series 6, Wealth Accumulation, Term Life Insurance, Financial Planning

Education
Colgate University   1990 — 1994

St. Michaels College School   1984 — 1989

Georges Vanier

Chad Stevens, CFP, CLTC Chad Stevens, CFP, CLTC Indianapolis, Indiana Area Details
Chad Stevens, CFP, CLTC's WestPoint Financial Group Experience January 2008 - Present
Job Certified Financial Planner at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   January 2008 - Present
WestPoint Financial Group   January 2008 - Present
WestPoint Financial Group   December 2008 - December 2013
John Hancock  May 1998 - January 2008

Skills
Long Term Care, Financial Planning, Term Life Insurance, Managed Money, Long-term Care, Strategic Financial..., Disability Insurance, Life Insurance, Investments, Retirement Planning

Education
Indiana State University - School of Business   1993 — 1998
Marketing, Sales, Sales Management

North Putnam High School   1990 — 1993

David Hanes David Hanes United States Details
David Hanes's WestPoint Financial Group Experience June 2014 - Present
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   June 2014 - Present
New York Life Insurance Company  January 2011 - June 2014
Worldwide Financial Reporting   January 2009 - January 2011
Technicolor USA, Inc   November 2007 - November 2009
Technicolor  November 2007 - October 2009
Technicolor USA, Inc   January 2001 - January 2007
Technicolor USA, Inc   January 1998 - January 2001
Technicolor USA, Inc   January 1997 - January 1998
Technicolor USA, Inc   January 1993 - January 1997
Technicolor USA, Inc   January 1986 - January 1993

Skills
Financial Analysis, Inventory Management, Sarbanes-Oxley, Sarbanes-Oxley Act, Variance Analysis, Strategic Financial..., Sales, Finance

Education
Indiana University - Kelley School of Business   1972 — 1977
BS, Accounting

Brian Schaff Brian Schaff Indianapolis, Indiana Area Details
Brian Schaff's WestPoint Financial Group Experience June 2014 - Present
Job Financial Services Representative at Westpoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   June 2014 - Present
Assisted Transition  May 2012 - April 2014
First Internet Solutions   1999 - May 2012
Schaff Software Consulting   June 1995 - May 2012
E. H. Boeckh   May 1995 - July 1997
Strategic Data Systems  June 1983 - May 1995

Education
University of Wisconsin-Milwaukee - Lubar School of Business   1984 — 1989
MBA, Business Administration

Heidelberg University   1976 — 1980
BA, Mathematics, Music

Abigail A. Diener Abigail A. Diener Lafayette, Indiana Area Details
Abigail A. Diener's WestPoint Financial Group Experience March 2009 - January 2012
Job Partner at Obear, Overholser, Huffer & Rider
Industry Law Practice
Experience
Obear, Overholser, Huffer & Rider   May 2009 - Present
WestPoint Financial Group   March 2009 - January 2012

Education
Valparaiso University School of Law   2006 — 2008
JD

Valparaiso University   2005 — 2006
MBA

DePauw University   2000 — 2004
BA

Rick Beymer Rick Beymer Indianapolis, Indiana Area Details
Rick Beymer's WestPoint Financial Group Experience September 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
WestPoint Financial Group   September 2008 - Present

Education
Ball State University
B.S., Education

Spence Wike CLU, ChFC Spence Wike CLU, ChFC Peoria, Illinois Area Details
Spence Wike CLU, ChFC's WestPoint Financial Group Experience June 2012 - Present
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   June 2012 - Present
Green Chevrolet   July 2006 - 2011
Wike & Associates Consulting   January 1998 - August 2003
McDaniels Marketing Communications  2001 - 2002
McDaniels Marketing Communications  2001 - 2002

Education
Massachusetts Institute of Technology - Sloan School of Management   1989 — 1992
B. S. Mgt., Management

The American College   1984 — 1989
CLU, Insurance, A+

American College   1983 — 1986
ChFC, Chartered Financial Consultant

Megan Colglazier Megan Colglazier Indianapolis, Indiana Area Details
Megan Colglazier's WestPoint Financial Group Experience 2009 - Present
Job Financial Services Representative at West Point Financial Group; Rick Colglazier & Associates
Industry Insurance
Experience
West Point Financial Group; Rick Colglazier & Associates   financial services representativeWest Point Financial Group2009 - Present
WestPoint Financial Group   2009 - Present
Bartholomew Consolidated School Corporation  August 2006 - December 2008

Education
Miami University   1999 — 2003
Bachelor's, Education

hiral hudson hiral hudson Peoria, Illinois Area Details
hiral hudson's WestPoint Financial Group Experience March 2013 - November 2014
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  November 2014 - Present
WestPoint Financial Group   March 2013 - November 2014
Morgan Stanley  November 2010 - March 2013
Edward Jones  March 2008 - October 2010

Skills
Retirement Planning, Financial Planning, Insurance, Marketing, New Business Development, Superior Client Service

Education
Eastern Illinois University   2003 — 2007
Bachelor of Arts, Communications & Business

Rick Canfield Rick Canfield Kokomo, Indiana Area Details
Rick Canfield's WestPoint Financial Group Experience 2009 - 2009
Job Road Side Service Manager at Canfield Motors
Industry Consumer Services
Experience
Canfield Motors   November 2007 - Present
Terick Sales & Service   January 1979 - Present
Cass County Sheriff   August 1976 - September 2010
WestPoint Financial Group   2009 - 2009
9th Street Auto Body   September 1972 - June 1976

Skills
New Business Development, Strategic Planning, Team Building, Customer Service, Automotive, Insurance, Management

Education
Indiana Law Enforcement Academy   1977 — 1977
Law Enforcement Officer and Crime Scene Photography, Criminal Investigations, Evidence Collection, Crisis Negotiations, Photography, Instructor, Firearms

Anderson University   2006 — 2008
Bachelor's of Science, Organizatinal Leadership and Business Management

Anderson College;Anderson Indiana   1972 — 1976
Criminal Justice and Art

Dusty Ransom Dusty Ransom Fort Wayne, Indiana Area Details
Dusty Ransom's WestPoint Financial Group Experience 2009 - 2010
Job Sales Representative at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance  March 2013 - Present
PNC Bank  2010 - 2013
Century 21  2011 - 2011
WestPoint Financial Group   2009 - 2010
E&B Paving, Inc.   2001 - 2009

Skills
Personal Lines Auto, Property & Casualty..., Life Insurance, Retirement Planning, Retirement, Insurance, Fixed Annuities, Estate Planning, Retail Banking, Sales Management

Education
Huntington North

Manchester College

Kyle Sickman Kyle Sickman Greater Denver Area Details
Kyle Sickman's WestPoint Financial Group Experience May 2007 - August 2007
Job Vice President at FirstBank
Industry Banking
Experience
FirstBank  June 2008 - Present
Merrill Lynch  January 2008 - May 2008
WestPoint Financial Group   May 2007 - August 2007

Skills
Portfolio Management, Strategic Planning, Risk Management, Prospecting & Sales, Commercial Underwriting, Business Financial..., Construction Draw..., Project Management, Ethics, Human Resource..., Self-motivated, Real Estate Valuation, Audit & Compliance, Financial Projections, Facilities & Expense..., Real Estate & Banking..., Customer Relationship..., Problem Solving, Self-awareness, Sales, Consumer Underwriting, Tax Return Analysis, Underwriting

Education
University of Pennsylvania   2014 — 2016
ABA Stonier Graduate School of Banking

University of Pennsylvania - The Wharton School   2014 — 2016
Leadership Certificate

University of Denver - Daniels College of Business   2013 — 2015
Master of Business Administration (MBA)

Butler University   2004 — 2008
Bachelor of Science, Finance

Joe Knoth, MBA Joe Knoth, MBA Indianapolis, Indiana Area Details
Joe Knoth, MBA's WestPoint Financial Group Experience January 2013 - Present
Job Financial Advisor at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   January 2013 - Present
American Funds  May 2006 - January 2013

Skills
Competitive Analysis, Sales, Customer Service, Leadership, Marketing, Strategic Planning, Salesforce.com, Sales Management, New Business Development, Cold Calling, Team Building, Account Management, Retirement, Finance, Financial Analysis

Education
Indiana Wesleyan University   2009 — 2011
Masters, Business Administration

Ball State University   2004 — 2006
Bachelor, Finance

Loyola University New Orleans   2002 — 2004
Business

Bishop Chatard   1998 — 2002

Caitlin Gress Caitlin Gress Indianapolis, Indiana Area Details
Caitlin Gress's WestPoint Financial Group Experience May 2012 - December 2012
Job Design
Industry Design
Experience
Hillary Gordon Photography   July 2010 - July 2013
WestPoint Financial Group   May 2012 - December 2012
Weber Grill Restaurant  June 2009 - July 2012

Skills
Adobe Creative Suite, IT Strategy, IT Operations, Technical Recruiting, Program Analysis, Contract Recruitment, Applications Delivery, Programmers, Technical Leads, Technical Support, Consulting, Building Relationships, Interviews, Recruiting, Applicant Tracking..., Management

Education
Indiana University-Purdue University at Indianapolis   2009 — 2012
Bachelors in General Studies, Continuing Education focus in Business & Science

Colin Holmes Colin Holmes Indianapolis, Indiana Area Details
Colin Holmes's WestPoint Financial Group Experience May 2013 - Present
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   May 2013 - Present
Edward Rose & Sons  August 2012 - December 2012
Corning Incorporated  June 2012 - August 2012

Education
Butler University - College of Business Administration   2009 — 2013
Bachelor's degree, Finance and Economics

Theodore Eric Burgoon Theodore Eric Burgoon Indianapolis, Indiana Area Details
Theodore Eric Burgoon's WestPoint Financial Group Experience May 2010 - August 2010
Job Student at Butler University
Industry Financial Services
Experience
Two Fish Management   August 2011 - Present
WestPoint Financial Group   May 2010 - August 2010
Merrill Lynch  June 2009 - August 2009

Skills
Microsoft Operating..., Personal Communication, Microsoft Office, Telephone Skills

Education
Butler University   2008 — 2012
BS, Finance

Sasha Schumm Sasha Schumm Peoria, Illinois Area Details
Sasha Schumm's WestPoint Financial Group Experience June 2011 - Present
Job Financial Sevices Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   June 2011 - Present

Education
Illinois State University   2009 — 2011
BS, Mathematics

Rebecca Denne Rebecca Denne Zionsville, Indiana Details
Rebecca Denne's WestPoint Financial Group Experience June 2011 - August 2012
Job Graduate Student at IUPUI (M.A. Public History & M.L.S. Library Science)
Industry Museums and Institutions
Experience
Target  May 2015 - July 2015
Willard Library  January 2015 - April 2015
Neighborhood Christian Legal Clinic  May 2014 - August 2014
White River State Park  May 2013 - July 2013
Indiana Landmarks  June 2012 - August 2012
WestPoint Financial Group   June 2011 - August 2012
Hong Kong House   October 2010 - February 2011

Skills
Time Management, Research, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Social Networking, Organization, TEFL/TESOL certified, Community Outreach, Fundraising, Editing, Blogging, Event Planning, Public Speaking

Education
Indiana University-Purdue University at Indianapolis   2015 — 2017
Candidate, Master (MA) of Public History

Indiana University-Purdue University at Indianapolis   2015 — 2017
Candidate, Master (MLS) of Library Science

University of Evansville   2011 — 2015
B.A. in History, History

Harlaxton College - Grantham, UK   2013 — 2013
Study Abroad, 3.85

Zionsville Community High School   2008 — 2011
Academic Honors Diploma

Cody Weber Cody Weber Indianapolis, Indiana Details
Cody Weber's WestPoint Financial Group Experience August 2015 - Present
Job Financial Service Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group   August 2015 - Present

Education
Indiana University Bloomington   2011 — 2015

Marvin ( Tony ) Boxdorfer Marvin ( Tony ) Boxdorfer Indianapolis, Indiana Area Details
Marvin ( Tony ) Boxdorfer's WestPoint Financial Group Experience January 2010 - November 2012
Job Agency director at AIG
Industry Financial Services
Experience
AIG  February 2014 - Present
One America  October 2012 - February 2014
WestPoint Financial Group   January 2010 - November 2012

Skills
Underwriting, General Insurance, Brokers, Life Insurance, Risk Management, Health Insurance, Customer Service, Strategic Planning, Investment Strategies, Financial Recruiting

Education
University of Kentucky   1971 — 1978
Bachelor of Business Administration (BBA), Business Administration and Management, General

Concordia University-Wisconsin   1967 — 1971
High School

William Taff William Taff Carmel, Indiana Details
William Taff's WestPoint Financial Group Experience May 2015 - August 2015
Job Student at Purdue University
Industry
Experience
WestPoint Financial Group   May 2015 - August 2015
Greener Lawn Care   June 2014 - August 2014
Carmel Clay Schools  May 2012 - August 2013

Education
Purdue University   2012 — 2016
Bachelor's degree, Management and Finance, 3.03/4

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