Mike Reed

Partner at WestPoint Financial Group

Role
Partner at WestPoint Financial Group
Location
Fort Wayne, IN, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Mike Reed

Licensing: Licensed Financial Professionals Across the U.S.| WPFG

Experience

  1. Partner

    WestPoint Financial Group

    Sep 2009 — Present · Fort Wayne, IN, US

    Mike Reed’s introduction to the financial services business came at a relatively young age. Given that his father was a financial planner who owned and operated an independent practice, Mike has had an insider’s view into the career. Mike had the opportunity to intern at his dad’s firm while still in college, and to evaluate the path he would eventually pursue. Upon graduation in Mike started his career as a financial advisor and transitioned into his current position as partner at WestPoint Financial Group in 2009.As a financial advisor at WestPoint Financial Group, Mike assists his clients with crucial future planning. Mike works with clients who are at or nearing retirement and who are concerned about not having to compromise their lifestyle as they approach this next phase of life. He particularly enjoys working with business owners on developing exit strategies, and on managing and maximizing their overall benefit portfolios. Mike frequently coordinates his recommendations with his clients’ attorneys, and accountants – a process that requires collaboration and communication.“What I appreciate most about this line of work is witnessing everyday the true meaning of family,” says Mike. He cites the care and love that he sees clients pour into their families, whether in his dad’s practice or in his own. “I see the same thing: people care deeply about those they love, and for that reason they do the important work of planning ahead.”A graduate of Cedarville University, a Christian university in Ohio, Mike earned dual degrees in management and marketing. He resides with his wife Alissa and their children in Fort Wayne. Outside of work, Mike spends as much free time as possible with his family. He is an active member of Pathway Community Church, and is also heavily involved in the business and local community.Mike was born and raised in Oregon. Though he is proud to call Indiana home, he remains a passionate fan of the Oregon Ducks.

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Mike Reed — Partner at WestPoint Financial Group in Fort Wayne, IN, US | Unifers