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.

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

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

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.

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!