Meet Your Team

 
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Anthony Zitella, CFP®

Managing Partner
Certified Financial Planner Professional®

Anthony Zitella is Managing Partner, head of planning for individuals and multi-generational families for Core Capital Wealth Management Group. He and his team develop comprehensive, custom financial plans using sophisticated strategies to help meet your unique goals and objectives. By integrating digital tools and financial planning into the client experience, you receive cohesive, data-driven advice for your total financial well-being. Areas of focus include stock option exercise planning, estate and tax planning, business executive compensation, cash flow analysis, risk management, wealth transfer and charitable planning. Core Capitals wealth management strategy and financial planning experience are designed to empower you with clarity and confidence.

Anthony holds a B.S. in Finance from DePaul University. Additional, Anthony is a Certified Financial Planner Professional. This knowledge places him at the forefront of advanced strategies for addressing the needs of individuals and families. 

Anthony lives in Chicago with his wife, Lisa, and daughter, Allegra. When The Zitella’s are not catching a Cubs game, or enjoying time outdoors, Anthony can be found enjoying a glass of wine with friends and family.

Ron Millar is Managing Partner and head of Risk Management for individuals and multi- generational families for Core Capital Wealth Management Group. Ron and his partner develop comprehensive custom financial plans using advanced strategies to help meet your unique goals and objectives.

Core Capital Wealth Management Group uses state of the art digital tools to give clients the most complete experience in financial planning. The Groups area focus includes estate and tax planning, business executive compensation, cash flow analysis, risk management, wealth transfer and charitable planning.

Core Capitals wealth management strategy and financial planning experience are designed to empower you with clarity and confidence.

Ron has over 23 years of experience with insurance and investment products. This broad knowledge places him in the forefront of comprehensive strategies for addressing the needs of his clients.

Ron splits his time between Chicago and Florida with his wife Latrice and son Michael. When the Millar’s aren’t enjoying year-round sporting events, Ron can be found enjoying a good game of golf and dining out with his family.

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Ronald Millar

Managing Partner
Investment Advisor Representative

 

Business Resources & Support Staff

Greg McRoberts

Partner

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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 over 500 financial professionals and staff members located throughout Indiana, West Virginia, Illinois, Ohio, Kentucky, and Wisconsin.

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 2019, and 2021. Following the expansion into Illinois, Ohio and Kentucky, the firm has also earned a spot as “One of the Best Places to Work” in those states (Illinois from 2012-16, 2018-2021; Ohio from 2018-19, 2021; Kentucky from 2017-19). WestPoint has also been recently named a Top Work Place in the following areas: Chicago (2021), Indianapolis (2021), and Milwaukee (2021).

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. Owen graduated from high school in 2020 and is currently in pursuit to accomplish his career goals, and Emma joined WestPoint in 2013 to continue the family tradition into its fourth generation.

Brian Salmonson

Financial Planner

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Brian Salmonson is a Financial Services Professional with Core Capital Wealth Management Group. He provides objective and customized financial planning strategies specializing in Retirement Planning to help meet the financial needs of his clients.

Brian is a graduate of California State University, Northridge, and received a Bachelor of Arts degree in Political Science.

He has over 30 years in the financial services industry. Before joining Core Capital, Brian worked at MetLife a general agency of Massachusetts Mutual Life Insurance Company (MassMutual) for 26 years.

Brian is a an Investment Advisor Representative and has his Series 7, 63, and 65 licenses. He is also a Certified Fund Specialist and Registered Financial designee. Brian’s passion is seeing his client’s Retirement Plans come to fruition.

Brian enjoys being a Grandpa, golfing, traveling with his wife of 37 years, and playing his guitar in his free time.

Latrice Millar

Executive Assistant

David Brennan

CFA

Eric Voltzke

Paraplanner

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Eric is a Paraplanner with WestPoint Financial Group. Eric started in the financial services industry in 2012. He enjoys assisting financial planners with necessary financial planning meeting preparation and relevant research. He thoroughly enjoys the collaboration of working as a team, and is committed to helping our financial planners reach their personal goals, all while being an asset to clients.

Eric’s career aspirations include continuing his education within the financial industry and obtaining professional designations.

Outside of work, Eric enjoys following sports, music and has the hope of traveling throughout Europe soon to visit Germany, a favorite destination of his, and explore England & Italy as well.

Meghan Reza

Marketing and Events Coordinator

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Meghan Reza is a Marketing Specialist with WestPoint Financial Group. She assists with Chicagoland events, firm events & meetings, as well as helps to support financial professionals with their individual marketing efforts. Meghan also assists the marketing team with social media content, website development, and more.

Originally from Southern California, Meghan moved to Chicago after graduating from Indiana University in 2016 and has been in love with the city ever since. She enjoys traveling, shopping, cooking, going out with friends and playing with her mini-Dauschund, Lily. You can find Meghan orchestrating creative projects around the office, snapping pictures at agency events, and curating her Instagram feed!