WestPoint Wealth Management, LLC

Raymond Louden is a financial advisor at WestPoint Wealth Management, LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including MassMutual and MML Investors Services LLC. Outside of advising, he is involved in fixed product sales through WestPoint Wealth Management’s affiliated risk management business. WestPoint Wealth Management is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, trusts, and retirement plans. The firm emphasizes fundamental analysis and modern portfolio theory, primarily managing assets through non-discretionary mandates and third-party manager placements while providing financial planning and ERISA-related services.

Connor Weber is a financial advisor at WestPoint Wealth Management, LLC with two years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of advising, he has experience in insurance sales and services. WestPoint Wealth Management is a multi-advisor firm serving individuals, high-net-worth clients, trusts, and retirement plans. The firm’s investment approach combines fundamental analysis and modern portfolio theory, primarily through non-discretionary mandates and third-party manager placements, with ongoing performance monitoring and plan reviews.

David Herwerden is a financial advisor at WestPoint Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at AMFG Wealth Management, Cetera Advisor Networks, and Ameritas Investment Corp. Outside of his advisory work, he serves as a board member on the Planning Commission for the City of Middleburg Heights, Ohio. WestPoint Wealth Management is a multi-advisor firm serving individuals, trusts, and retirement plans. The firm’s investment approach is based on fundamental analysis and modern portfolio theory, primarily using non-discretionary mandates and third-party manager placements, with ongoing performance monitoring and plan reviews.

Andreas Koustis is a financial advisor at WestPoint Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Oppenheimer & Co. Inc. and Morgan Stanley. Outside of his advisory role, he also works as a tax preparer on a consulting basis with ETHOS CPA LLC. WestPoint Wealth Management is a multi-advisor registered investment adviser serving individuals, trusts, and retirement plans. The firm’s investment approach is based on fundamental analysis and modern portfolio theory, primarily using non-discretionary mandates and third-party manager placements.

Frederick Kerestury is a financial advisor at WestPoint Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves on the fundraising committee for the YMCA of Lorain County. WestPoint Wealth Management is a multi-advisor firm serving individuals, trusts, and retirement plans, offering asset management, financial planning, and ERISA 3(21) plan services. The firm’s investment approach is based on fundamental analysis and modern portfolio theory, primarily implementing strategies through non-discretionary mandates and third-party managers.

Matthew Heck is a financial advisor with WestPoint Wealth Management, LLC in Berea, OH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and several wealth management firms. Outside of advising, he supports a family-owned bar business, the Sangria Stand LLC, though he holds no ownership or compensation from it. WestPoint Wealth Management is a multi-advisor registered investment adviser serving individuals, trusts, and retirement plans. The firm emphasizes fundamental analysis and modern portfolio theory, primarily managing assets through non-discretionary mandates and third-party managers while providing financial planning and ERISA 3(21) plan services.

Timothy Noe is a financial advisor with WestPoint Wealth Management, LLC, holding the ChFC® designation and Series 63 license. He has 27 years of industry experience, including roles at Ameritas Advisory Services and Ameritas Life Insurance Corp, and has operated his own firm, Tim Noe Financial Services, Inc., since 2004. He is also licensed as an independent insurance agent to sell fixed insurance products. WestPoint Wealth Management is a multi-advisor registered investment adviser serving individuals, trusts, and retirement plans. The firm employs fundamental analysis and modern portfolio theory to provide asset management, financial planning, ERISA 3(21) plan services, and educational seminars, with a focus on non-discretionary mandates and third-party manager placements.

Scott Hanna is a financial advisor with WestPoint Wealth Management, LLC, holding a Series 63 designation and 39 years of industry experience. His prior work includes roles at Cetera Advisor Networks and Ameritas Life Insurance Corp. Outside of advising, he owns The Willoughby Agency, a property and casualty business. WestPoint Wealth Management is a multi-advisor firm serving individuals, trusts, and retirement plans. The firm focuses on fundamental analysis and modern portfolio theory, primarily using non-discretionary mandates and third-party manager placements.

Broc Stradley is a financial advisor with WestPoint Wealth Management, LLC, holding a Series 65 designation and seven years of industry experience. His career includes roles at Grey Street Company, SPC, Parkland Securities, MML Investors Services, and MassMutual. Outside of advisory work, he is involved in insurance planning through a licensed insurance agent role and operates under the DBA Triphase: Planning Investments & Insurance. WestPoint Wealth Management is a multi-advisor firm serving individuals, trusts, and retirement plans. The firm’s investment approach is based on fundamental analysis and modern portfolio theory, focusing on non-discretionary mandates and third-party manager placements while providing financial planning and ERISA 3(21) plan services.