Following both his father and his grandfather into the financial services business, Greg McRoberts had a clear vision of the scale and scope of the firm he wanted to build. His father – the person whom Greg considers his biggest mentor – was supportive of Greg’s ambition. He advised him that it would take a lot of work, but that he could do it if he set his mind to it.
After a sixteen-year partnership with his father, Greg became Managing Partner of WestPoint Financial Group in 2002. Under Greg’s leadership, the Indianapolis-based financial services firm has tripled in size over a seven-year period, an extraordinary growth rate Greg attributes to the company culture. “We really care about the people who work here, and they care about us,” says Greg. “I grew up in a family business, so we look at this firm as a family,” he adds.
Having grown up in the business, Greg had the opportunity to see it from every vantage point. Licensed to sell insurance by the age of eighteen, he was a sales manager by the time he graduated from college. While Greg excelled as an advisor, he recognized that he needed to choose a single path. He chose leadership.
Greg is relentless in pursuing his vision of a firm that is a leader in the marketplace. Greg has made it a priority to deploy an extraordinary amount of resources to create an environment where people will want to stay and succeed. The investment has paid off. WestPoint Financial Group is consistently recognized as an employer of choice. It has been named “One of the Best Places to Work in Indiana” every year from 2008 through 2012. The agency continues its growth trajectory – in 2011 it expanded into Central Illinois. There, too, the agency was recognized with the “One of Best Places to Work” award in 2012.
Outside of work, Greg relaxes by reading and spending time with his family. Greg is a World War II buff and enjoys historical fiction, especially when paired with a good glass of wine. He lives in Zionsville with his wife, Jill, and their children.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies