Greg McRoberts, CLU, ChFC, CFP
Title: Managing Partner
Location: Indianapolis, IN
Following both his father and his grandfather into the financial services business, Greg had a clear vision of the scale and scope of the firm he wanted to build. His father supported his ambition and mentored him along the way. Greg was licensed to sell insurance by the age of eighteen and became a sales manager before graduating from college. In 2002, Greg became Managing Partner of WestPoint Financial Group.
Under Greg’s leadership, the Indianapolis-based financial services firm has experienced explosive growth, with 220 advisors and 42 staff members located throughout Indiana, West Virginia, Central Illinois, Cincinnati, Ohio, and Lexington and Louisville, Kentucky. Together, they serve *95,000 clients and manage over **$4 billion in assets.
Greg attributes the firm’s success to the company culture. “We care deeply 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.
Relentless in pursuing his vision of a firm that is a leader in the marketplace. Greg has made it a priority to create and foster an environment where financial professionals have the support, guidance, and tools necessary to succeed. His efforts have proven to make the desired impact. 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 2017. Following the expansion into Central Illinois and Kentucky, the agency has also earned a spot as “One of the Best Places to Work” in both states. Also in recognition of his leadership talents, MassMutual has tapped Greg to serve as the President of the General Agents’ Association, and the firm has received recognition for top performance every year since joining MassMutual in 2005.
Outside of work, Greg relaxes by reading and spending time with wife Jill, and their children, Emma and Owen. Greg is a World War II buff and enjoys historical fiction, especially when paired with a good glass of wine at their vacation home in Blackberry Farm, Tennessee. While Owen is still in high school, Emma has graduated from Wheaton College, joined WestPoint Financial Group, and is continuing the family tradition into its fourth generation.
Gregory A. McRoberts is a Registered Principal of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. 900 E. 96th Street, Suite 300, Indianapolis, IN 46240. Phone: 317.469.9999.
*An insured, owner, or payer of a MassMutual policy or contract.
**Amount of individual life insurance in force as of 12/31/15 related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.