Our Qualifications

James C. Brocke CFP® enters into a fee agreement with individuals or business principles for the purpose of maintaining or improving the stewardship of their assets.

James C. Brocke, CFP® specializes in retirement and investment planning. Jim was raised in Crown Point, Indiana and has lived in Indianapolis since 1980. A graduate of Notre Dame University, he suggests alternative opportunities that match what people want for themselves and their loved ones.

 

   

  • Consultant to the Indiana State Teachers Retirement Fund
     
  • Member of the Financial Planners Association
     
  • Current Board Member of the Lafayette Diocese Foundation
     
  • Past Board Member of the Carmel Clay Public Library Foundation
     
  • Past Board Member of the Carmel Clay Chamber of Commerce
     
  • Past Board Member of Directors for the University of Notre Dame Monogram Club
     
  • Past School Board President of Carmel Clay School Corporation
     
  • Strategic Planning Committee Member under Superintendent Dr. Jeff Swensson - Carmel Clay School Corporation
     
  • Previously a Registered Financial Advisor of the NFL Players Association

 

Michael Cahill serves as a Financial Advisor and Special Care Planner for WestPoint Financial Group.  Earning his CERTIFIED FINANCIAL PLANNERTM certification in 2008, Michael provides customized financial planning strategies in the areas of retirement, investment, insurance, business and estate planning.

 

As a Chartered Special Needs Consultant (ChSNCTM) and part of the WestPoint Financial SpecialCareTM Planning Team, Michael offers life care planning for families of a disabled or special needs individual. 

 

Michael is a graduate of Clemson University with a Bachelor of Science in Financial Management.  Michael also received his Juris Doctor from Indiana University School of Law – Indianapolis in 2004.  Prior to joining WestPoint, Michael worked as a Financial Planner with Lincoln Financial Advisors in Chicago, Illinois.

A native of Terre Haute, Indiana, Michael, his wife Julie and their children, Grace & Ian live in Carmel.  In his free time, Michael enjoys playing golf, tennis, basketball and soccer