Jason Sirotak, CFP®, ChFC®, CASL®, RICP®

Jason attended Miami University in Oxford, Ohio, receiving a bachelor's degree in Business while majoring in Finance.  He has been a financial advisor with WestPoint Financial Group since 1999.  Jason has shown his commitment to further his professional development by achieving his CFP®, ChFC®, CASL®, and RICP® designations.

Jason takes great pride in helping clients build a successful financial future.  He focuses on helping clients with retirement accumulation and distribution strategies.  Many of Jason's current clients rely on him to implement college savings plans for their children and grandchildren.

Cincinnati Magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria.  From 2012 through 2023, Jason has been named one of Cincinnati's Five Star Wealth Managers*.  He is very proud to be included in a select group of wealth managers to receive this award.

In his spare time, Jason enjoys sports and spending time with his beautiful wife, Kelly, and their three daughters.

Nick Otto CFP®, ChFC®, FSCP®

Nick Otto is a Financial Advisor with WestPoint Financial Group. As a Financial Advisor, it is Nick's passion to help clients build and maintain a strong financial future by developing, implementing and monitoring investment strategies in the areas of retirement planning, college planning and business owner's unique needs.

Nick received a Bachelor of Science in Education, with an emphasis in Social Studies from Miami University in Oxford, Ohio. Prior to entering the Financial Services Industry, Nick taught Middle and High School Social Studies, as well as Personal Finance and Basic Economics.

Nick has been a Financial Advisor since 2014. He is committed to developing professionally through continued education. He earned his FSCP designation in 2015, his CFP designation in 2019, and his ChFC in 2020. Additionally, Cincinnati Magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria. From 2019 through 2023, Nick has been named one of Cincinnati's Five Star Wealth Managers*. He is very proud to be included in a select group of wealth managers to receive this title.

In his free time, he enjoys hiking, traveling, and spending time with his wife and four children.

Michelle Graham

Assistant to Jason and Nick

Michelle serves as Team Operations Coordinator to Jason and Nick.  She has an extensive background in the Financial and Insurance Industry along with excellent administration skills.  She uses her experience to deliver outstanding processes and procedures.  Michelle's goal is to assist us in providing exceptional support in our mission of helping clients achieve thier financial goals.

In her free time, Michelle enjoys working out and spending time with her husband and two children. 

The Five Star Wealth Manager award, issued by Five Star Professional, is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For more information, visit www.fivestarprofessional.com. 

For each year issued, the issue date and time period are as follows: <2024>:Issued 09/01/2024 for 12/12/2023-07/09/2024;<2023>:Issued 09/01/2023 for 12/12/2022-06/30/2023; <2022>:Issued 09/01/2022 for 01/03/2022-07/01/2022; <2021>:Issued 09/01/2021 for 12/14/2020-07/09/2021; <2020>:Issued 09/01/2020 for 12/02/2019-06/12/2020;<2019>:Issued 09/01/2019 for 11/19/2018-06/28/2019;<2018>:Issued 09/01/2018 for 12/20/2017-07/19/2018;<2017>:Issued 09/01/2017 for 12/21/2016-06/29/2017;<2016>:Issued 08/01/2016 for 02/10/2016-07/28/2016;<2015>:Issued 09/01/2015 for 02/10/2015-07/25/2015;<2014>:Issued 09/01/2014 for 02/10/2014-07/25/2014;<2013>: Issued 09/01/2013 for 02/10/2013-07/25/2013; <2012>: Issued 09/01/2012 for 02/10/2012-07/25/2012.