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Jason Sirotak, CFP®, ChFC®, CASL®, RICP®

 

Jason attended Miami University in Oxford, Ohio, receiving a bachelor's degree in Business while majoring in Finance.  He has been a financial advisor with WestPoint Financial Group since 1999.  Jason has shown his commitment to further his professional development by achieving his ChFC®, CASL®, and RICP® designations.

Jason takes great pride in helping clients build a successful financial future.  He focuses on helping clients with retirement accumulation and distribution strategies.  Many of Jason's current clients rely on him to implement college savings plans for their children and grandchildren.

Cincinnati Magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria.  From 2012 through 2020, Jason has been named one of Cincinnati's Five Star Wealth Managers*.  He is very proud to be included in a select group of wealth managers to receive this title.

In his spare time, Jason enjoys sports and spending time with his beautiful wife, Kelly, and their three daughters.

*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.

 

Nick Otto CFP®, ChFC®, FSCP®

 

Nick Otto is a Financial Advisor with WestPoint Financial Group. As a Financial Advisor, it is Nick's passion to help clients build and maintain a strong financial future by developing, implementing and monitoring investment strategies in the areas of retirement planning, college planning and business owner's unique needs.

Nick received a Bachelor of Science in Education, with an emphasis in Social Studies from Miami University in Oxford, Ohio. Prior to entering the Financial Services Industry, Nick taught Middle and High School Social Studies, as well as Personal Finance and Basic Economics.

Nick has been a Financial Advisor since 2014. He is committed to developing professionally through continued education. He earned his FSCP designation in 2015, his CFP designation in 2019, and his ChFC in 2020. Additionally, Cincinnati Magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria. In 2019 and 2020, Nick has been named one of Cincinnati's Five Star Wealth Managers*. He is very proud to be included in a select group of wealth managers to receive this title.

In his free time, he enjoys hiking, traveling, and spending time with his wife and four children.

 

*For more information on the Five Star Wealth Manager award and the research/selection methodology go to: fivestarprofessional.com


 

Dave Ramsey Fans*

 

We are also huge fans of The  Dave Ramsey Show and books including: "The Total Money Makeover", "Smart Money Smart Kids", "The Legacy Journey" and "Retire Inspired".

 

*Dave Ramsey is not affiliated with MML Investors Services, LLC, or its affiliated companies. Services offered by Dave Ramsey are not guaranteed, endorsed or recommended by MML Investors Services, LLC.

 

State of domilcile: Ohio