In recent years, Conner has come to recognize a tendency in himself to lean towards comfort when confronted with new challenges. This inclination has significantly influenced major decisions in his life, such as selecting where to pursue higher education and determining his field of study. While this approach has provided a sense of security, he has also become increasingly aware of its limitations. He recalls a colleague once sharing with him the profound insight that true success often arises from embracing discomfort—an idea that deeply resonated with Conner, prompting him to explore and grow beyond his comfort zone.

Looking ahead, he is currently advancing his education at the University of Wisconsin La Crosse, where he is eager to delve deeper into the intricacies of the business and financial industry. His goal is not only to acquire knowledge but also to forge connections with like-minded individuals who share a commitment to making a positive impact. Conner believes in the significance of personal growth and strives to extend any positive influence he can offer to others, both through his endeavors at PFG and in his personal relationships. This mindset drives his pursuit of learning and development, shaping his journey towards embracing discomfort as a catalyst for achieving meaningful goals.

Marissa is the Agency Licensing Coordinator (ALC) for WestPoint Financial Group, located in the Wauwatosa, Wisconsin office. She joined WPFG after the Wisconsin merger in 2019 and has worked in this role since 2017. 

Marissa is a graduate of the University of Wisconsin-Madison, where she received a Bachelor of Arts degree in English & Communication Arts. 

Her responsibilities as ALC include processing contracts for new financial professionals and helping them obtain new licenses. She also fields any contracting, credentialing, & licensing questions so that our financial professionals are positioned to serve their clients. 

Marissa can be found with a good book, cooking up a new recipe, or seeking out the best bloody mary in Milwaukee. 

Daniel Baldwin serves as the Director of Financial Planning at WestPoint Financial Group, leveraging his extensive experience to assist both financial professionals and clients in achieving their financial goals. With a focus on collaboration and a strong work ethic, Daniel employs a comprehensive financial planning model to tailor solutions for each individual's unique circumstances. His expertise, supported by certifications such as CERTIFIED FINANCIAL PLANNERTM and Chartered Life Underwriter®, enables him to navigate complex financial puzzles and create actionable strategies for long-term success. 

Daniel graduated from Northern Arizona University with a Bachelor of Science in business administration, specializing in Finance and Investments. His prior experience in product specialist roles equipped him with the skills to develop detailed strategies that secure financial futures and protect loved ones. Outside of work, Daniel finds joy in mountain biking, hiking, soccer, traveling, and spending quality time with his family, reflecting his balanced approach to both professional excellence and personal fulfillment. 

Gary Tsoumas is a seasoned Partner at WestPoint Financial Group, having started his career in financial services after graduating from Miami University-Oxford in 1987 with a degree in Public Administration and Finance. With over three decades of experience, Gary has risen through the ranks due to his strong leadership and mentorship qualities. He is known for his emphasis on goal setting, accountability, and effective communication, which have been instrumental in driving growth and supporting advisors under his supervision. Gary's client-focused approach ensures he understands and addresses their financial priorities, fostering long-term relationships built on trust and personalized advice.

Outside his professional endeavors, Gary is deeply involved in community service. He volunteers with Make-a-Difference Wisconsin, teaching financial literacy to high school students, and coaches youth sports. His commitment extends to his church, where he has held various leadership roles. Gary balances his dedication to work and community with personal interests like attending Wisconsin sporting events, water sports, fishing, and enjoying dining experiences with family and friends. His multifaceted contributions highlight his impact in financial services and his broader community involvement.

With degrees in Political Science, History, and an MBA from the University of Wisconsin Madison, Brett holds prestigious designations including Charter Special Needs Consultant and CERTIFIED FINANCIAL PLANNERTM certification. Before joining WestPoint Financial Group, Brett accumulated over two decades of diverse experience across various financial roles, including trader, portfolio designer, compliance specialist, and independent planner. His extensive career also includes significant involvement with Wispact, where he served as a board member and two-time chair of the board of directors. Currently, he serves as treasurer for GiGi’s Playhouse Madison, focusing on supporting individuals with Down syndrome. 

Outside of work, Brett embraces outdoor adventures, having climbed Devils Tower and Kilimanjaro with family members, summited Grand Teton and Denali, and enjoyed extensive canoeing trips in Quetico Provincial Park. He also cherishes time kayaking, fly fishing, and enthusiastically supports his sons' gymnastics, track, and diving pursuits alongside his wife, Katie. 

Over the past few years, Ethan’s passion for philanthropy and business has grown immensely. Annually, he dedicates resources from his personal fund to support deserving charities of his choosing. Ethan’s contributions have ranged from bolstering educational initiatives and supporting local food pantries to providing comfort and care through donations to hospice services. The gratification he feels from making a tangible difference in communities is indescribable and continues to motivate him to expand his philanthropic efforts. This commitment stems from a deep-seated belief in the power of giving back and fostering positive change.

From a young age, his fascination with the business world has been unwavering. He harbors a steadfast ambition to one day establish and lead his own enterprise. Beyond financial success, he envisions his business as a platform for sustained philanthropy. Ethan aspires to create a company culture that values community impact as much as profitability, where giving back is ingrained in its mission. This dual commitment to entrepreneurship and philanthropy defines his long-term aspirations, driving him to strive for a future where business success translates into meaningful social contributions.