Meet Your Team

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.

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Ronald Millar

Managing Partner
Investment Advisor Representative

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.

Jeremy Fager

Wealth Management Advisor

Jeremy has been serving clients since 2009, providing comprehensive financial strategies to individuals, families, and business owners both in the Chicagoland area and across the country. Working closely with his clients, Jeremy develops customized plans designed to align financial resources with long-term goals and priorities.

His areas of focus include investment strategy, protection planning, retirement planning, and estate considerations. Through a thoughtful and disciplined approach, Jeremy helps clients navigate complex financial decisions with clarity and confidence.

Jeremy earned his degree in Economics from Illinois State University in 2009. His experience and commitment to personalized service allow him to deliver strategies tailored to each client’s unique situation.

He resides in River Forest with his girlfriend, Alli, and his three sons, Tommy, Ryan, and Cameron. Outside of work, Jeremy enjoys spending weekends in Lake Geneva, attending Chicago sporting events, and being outdoors with his family. He is also an avid golfer and actively coaches his sons’ sports teams.

Craig Cami, MBA

Wealth Management Advisor

Craig works with individuals, families, and business owners to develop clear, comprehensive financial strategies built for long-term success. He believes that effective planning starts with a deep understanding of each client’s values and priorities, allowing him to create personalized plans that evolve alongside their lives and goals.

Craig’s areas of focus include investment strategies, wealth management, retirement income planning, business planning, life insurance, and risk management. He provides thoughtful, transparent guidance to help clients navigate important financial decisions, whether they are preparing for major life milestones, protecting their families, or building and preserving wealth.

As part of a client-focused planning firm, Craig collaborates with business owners, executives, and professionals to deliver tailored solutions across insurance, investments, and holistic financial planning. His approach emphasizes clarity, structure, and long-term confidence through well-designed strategies.

Outside of his professional work, Craig enjoys an active life with his wife and three children. He is involved in his local community through organizations such as the Skokie and Edgebrook Chambers of Commerce and the Chicago Corinthian Yacht Club, and he supports neighborhood schools including Edgebrook Elementary and Northside College Prep. In his free time, Craig enjoys sailing on Lake Michigan, reading, skiing, hiking, exploring new restaurants, and following Michigan State athletics.

Michael Bloomstrand, MSA

Wealth Management Advisor

Michael partners with individuals and families to develop thoughtful investment and risk management strategies. His approach is centered on helping clients make informed financial decisions with clarity and confidence.

Michael’s areas of focus include investment planning, risk management, and long-term wealth strategies. With more than 30 years of experience in the financial services industry, he brings a deep understanding of the complexities involved in building and preserving wealth across generations.

He earned a Bachelor of Arts in Finance from Northern Illinois University and a Master’s degree in Accounting from Rosary College. His strong academic background, combined with decades of practical experience, allows him to provide well-rounded, strategic guidance tailored to each client’s unique goals.

Outside of work, Michael enjoys staying active, reading, and traveling. He is also an avid poker player. Most importantly, he values spending quality time with his wife, Beth, their children, Jack and Lauren, and their dog, Abb.

Sean Warner, MBA

Wealth Management Advisor

Sean works with individuals and families to develop tailored insurance and investment strategies aligned with their financial goals. He is committed to providing objective guidance and building plans that evolve with each client’s needs over time.

Sean’s areas of focus include investment strategies, retirement planning, 401(k) rollovers, business planning, life insurance, disability income insurance, and long-term care planning. Through a thoughtful and disciplined approach, he helps clients navigate important financial decisions with clarity and confidence.

He earned his degree in Marketing and Management from the University of Illinois Chicago and holds a Master of Business Administration in Finance from National Louis University. Sean gained valuable experience working with MassMutual Illinois and MetLife, further strengthening his ability to serve clients with comprehensive financial strategies.

Outside of the office, Sean leads an active lifestyle and enjoys training for and participating in distance running, swimming, and cycling events. He also values spending time with his wife and two children, often exploring new adventures together.

Business Resources & Support Staff

David Brennan

Chief Investment Officer

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David is the Chief Investment Officer with WestPoint Financial Group located in our Indianapolis office. He’s a pivotal force in shaping the firm’s investment strategy and assisting advisors in crafting tailored investment portfolios for their clients.

With over 7 years of experience in the finance industry, David has worn various hats, offering a diverse perspective that enriches the team at WestPoint Financial Group.

David is a graduate of Western Michigan University in Kalamazoo, MI, where he played baseball for 4 years, showcasing not only academic prowess but also sporting talent. He pursued his MBA in Finance in 2017, demonstrating his dedication to furthering his knowledge in the field. Furthermore, he holds the prestigious CFA (Chartered Financial Analyst) designation and is an active member of the CFA society in Indianapolis.

Before joining the WestPoint Financial Group, David held a significant role as a Portfolio Strategist at Oxford Financial Group in Carmel. Prior to that, he served as a Financial Advisor at an Ameriprise office in St. Joseph, MI.

Beyond the finance world, David finds joy in spending quality time with his beloved family—his wife, McKenzie, and their two children, Mitchell (4) and Joelle (2), who reside in Fishers, IN. Together, they explore the beauty of local parks and various engaging activities. David is a devoted Ohio State fan and eagerly cheers for his beloved Buckeyes every fall. Music holds a special place in his heart, and while he currently plays the piano, he aspires to master the guitar someday.

Daniel Baldwin

Chief of Financial Planning

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Daniel Baldwin serves as the Chief of Financial Planning. He assists financial professionals and clients with creating and implementing actionable steps to reach their goals through an ongoing financial planning model. Every person has a different scenario and by working collaboratively, having strong work ethic, and drive, he can help create solutions to help solve any financial “puzzle”.

Daniel is a graduate of Northern Arizona University where he received a Bachelor of Science in Business Administration degree (focus in Finance and Investments). Additionally, he holds the CERTIFIED FINANCIAL PLANNER® and Chartered Life Underwriter® designations.

Prior to joining WestPoint Financial Group, Daniel spent a number of years in product and financial planning specialist roles. This background has enabled him to work with financial professionals in creating in-depth strategies to help secure their financial futures and protect the ones they love.

In his free time, Daniel enjoys hiking, running, playing soccer, and spending time with his family.

Latrice Millar

Executive Assistant

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Latrice is an Executive Assistant at Core Capital Wealth Management Group, where she provides high-level administrative support for daily operations and helps ensure seamless client experience.

She acts as a liaison between clients and financial advisors, assists with client communications, and coordination across the team, contributing to the firm’s commitment to organization, efficiency, and high-quality service. Latrice provides reliable support that helps both clients and advisors stay focused on their financial goals.

Gina Bruno

Marketing Specialist

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Gina is a Marketing Specialist at Core Capital Wealth Management Group, where she supports the firm’s marketing initiatives and helps communicate its value to clients and the broader community.

She assists with campaign development, digital content, and maintaining brand consistency across platforms. With a focus on clear communication and thoughtful strategy, Gina helps strengthen client engagement and supports the firm’s continued growth.

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!