WESTPOINT CAPITAL - Key Persons

Job Titles:

• Director of Investment Operations

Chelsea moved to Chicago in 2016 with aspirations to achieve her undergraduate degree in international business. While in school, she took advantage of the opportunity to live abroad in Dublin, Ireland. It was during this time period where Chelsea made the choice to shift the rest of her coursework towards the financial industry. Over the next two years, Chelsea worked hard and faced the COVID-19 obstacle along the way. Her biggest achievement was earning her finance degree from Loyola University of Chicago during the peak of the pandemic. Shortly after, she moved on from her college job and got her foot in the financial field in early 2021. Since then, Chelsea has been learning as much as she can, and has many goals she wants to reach over the next couple of years. These include obtaining as many financial licenses she can, and building client relations. She is currently on track to take the SIE and Series 7 exam by the end of 2022. In her free time, you can either find Chelsea reading, taking a bath, or in a quiet coffee shop planning her next adventure. Her favorite hobbies include finding the best Mexican food around town or playing with one of her pets.

Job Titles:

• Registered Representative

Graeme grew up in northern England and graduated from the University of Southampton with a degree in Quantitative Economics. He has over 10 years of experience in both capital and financial markets. A former derivative broker in London, he came to the U.S. on a temporary break to coach soccer and decided to stay. As a Retirement Income Certified Professional (RICP), Graeme has a philosophy that all the relevant aspects of a client's financial life must be considered when building an effective retirement income plan. His begin with the end in mind approach to retirement planning is what helps him stand out from the crowd. Graeme is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.sipc.org). He holds the following FINRA investment licenses: Series 7, Series 63, and Series 65.

Job Titles:

• Director of Operations

Liz got her start in the financial service industry in 2018 after spending over ten years in higher education. After deciding she wanted a career change, she joined WestPoint Capital and grew a passion for financial planning. Liz works directly with the clientele, from the beginning to the end of the financial planning process and throughout different times in our client relationships. She enjoys building personal relationships and providing optimal customer service to our clients. Because of her skill set, she has multiple touch points with clients throughout implementing and maintaining their financial plan. Her strong background with high-level customer service and close attention to detail are essential to her day to day role. Liz has a BA in Journalism from Columbia College Chicago and is currently licensed in Life and Health Insurance with plans on pursuing additional licenses in the future. When Liz isn't working, she enjoys going to live shows, participating in the Chicago stair climbs (Hustle up the Hancock and Skyrise Chicago), traveling, and visiting national parks. She has a dream of becoming a park ranger.

Michael works directly with individuals and business owners to implement wealth management solutions, investment, retirement, and risk management strategies designed to help provide long-term financial strength and security. Michael has worked as a Financial Professional since 1999, providing tailored service to individuals and businesses nationally. Prior to starting WestPoint Capital, Michael was a Field Director and Financial Advisor with Northwestern Mutual. In addition to other professional honors, Chicago Magazine named Michael a "Five Star Wealth Manager,"* awarded to the top 3% of Chicago-land wealth advisors for the past three years and counting (2018, 2019, and 2020). Forbes Magazine also recognized Michael in its Wealth Managers Black Book for the last three consecutive years (2018, 2019, and 2020). Michael is actively involved in the local community, serving as past President of the board for the PACT Council (Professionals for the Advancement of Cancer Treatment) and raising money on behalf of City of Hope. He also supports the Gastro-Intestinal Research Foundation, Ronald McDonald Charities, and the Jewish United Fund. Michael is an Accredited Investment Fiduciary (AIF®) designee. He received his bachelor's degree from Indiana University and his Chartered Life Underwriter designation from The American College. He is an Investment Advisor Representative of MML Investors Services, LLC and a member of the National Association of Insurance and Financial Advisors. Michael lives in Chicago with his wife, Amy, and son, Spencer.

Paul's vision has always been to help clients by implementing comprehensive financial planning, advisory asset management and non-proprietary insurance strategies. In doing so, WestPoint Capital makes its clients the most important part of its organization with special experiences and multiple touches throughout the year. "Our goal is for the client to never have better service at any other financial institution or any customer service period," Paul says. Paul's blue-collar upbringing has instilled in him the work ethic foundation to have one of the quickest starts of anyone amongst his peer group in the industry. "I've been lucky to have two parents have two jobs each growing up, have a brother become a police officer and my sister become a public-school teacher," he says. "Seeing firsthand their ability to never quit is what drives me to make an impact in as many lives as possible." Paul's passion for helping others extends beyond WestPoint Capital. He is actively involved in the community, and wholeheartedly believes in giving both time and money to causes he supports. Paul is particularly interested in education for disadvantaged youth, helping families and children who have gone through life changing events and helping those with special needs. Paul is a Chartered Financial Consultant (ChFC®) designee, an Accredited Investment Fiduciary (AIF®) designee, member of the Association for Advanced Life Underwriters (AALU), the National Association of Insurance and Financial Advisors (NAIFA) and holds the following FINRA investment licenses: Series 7, Series 65, Series 24, Series 6 and Series 63. He resides in Western Springs with his wife, Keriann, son Isadore "Izzy", daughter Toby, and their cocker spaniel, Nugget.

Job Titles:

• CERTIFIED FINANCIAL PLANNER

Vince is a CERTIFIED FINANCIAL PLANNER Professional (CFP®) and always takes a holistic approach to financial planning. He enjoys helping his clients see the big picture of their finances, and he helps them break it down piece by piece through personalized, attentive planning. Vince became interested in financial planning as a child. His parents had high regards for their family financial planner, and ultimately encouraged Vince to pursue his passion for the industry. He went on to graduate from Carthage College (‘09) with a double major in Finance & Business Administration, minoring in Economics. Vince started his financial planning career as an intern with Northwestern Mutual. He became the Intern Advisor of the Year in 2009 and has built on that success throughout his career. Before starting WestPoint Capital in 2020, Vince was a Managing Associate at Hoopis Group since 2015, rising to the position of Vice President in 2016. Vince is an Accredited Investment Fiduciary (AIF®) designee, member of the National Association of Insurance and Financial Advisors (NAIFA), the Association for Advanced Life Underwriters (AALU), and holds the following FINRA investment licenses: Series 6, Series 7, Series 63, and Series 65. He and his wife Sarah, son Adam, and dog, Blue, reside in Chicago and are active partners within their church and various ministries throughout the city. They strive to fulfill the mission of transforming lives, renewing the city of Chicago, and impacting the world. Outside of his family, faith, friends, and charitable involvement, Vince's two biggest hobbies are golfing and hunting.