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78

BizVoice/Indiana Chamber – May/June 2017

By Symone C. Skrzycki

Cash. Capital. Currency. These words characterize the powerful resource of money.

Compassion. Caring. Commitment. These are among the attributes demonstrated by Best Places to Work

organizations.

At these four financial services companies – WestPoint Financial Group, Capital Group, Ambassador

Enterprises and Oak Street Funding – the two are successfully combined.

Best Places to Work in Indiana

Financial Firms Invest in Their Own

PAYING DIVIDENDS

WestPoint Financial Group

|

Indianapolis office

BizVoice®

:

Fun is front and center at WestPoint. What’s an

example?

Josh Plank (one of the partners):

“Our Annual Awards Gala. We

always reveal where our firm incentive trip will be. This year, I busted out

and surprised everyone in a hula skirt and flowered leis (destination:

Hawaii for top producers and a guest).”

BV:

What types of wellness activities are offered?

Lauren Fox (marketing director):

“We have access to a gym

membership at the Five Seasons Family Sports Club (courtesy of a

corporate discount) that people take advantage of. It’s right across the

street from the office, which is located near the Monon Trail.”

BV:

Describe one of your most popular excursions.

Plank:

“A client appreciation event at The Children’s Museum of

Indianapolis. It’s a haunted house. They let us bring in 1,000 people – and

we get 1,000 people every year! They’ll do the first part with the lights on

for the younger kids and later they’ll do the (Frightening Hours).

Everyone can have dinner. They absolutely love it.”

Capital Group

| Carmel campus

BizVoice

:

How does Capital promote diversity and inclusion?

Chris Trede (general manager):

“The thing we’re probably most

proud of is the Indianapolis Diversity and Inclusion Council. We’ve

got about a dozen folks from this site who are passionate about (those

topics). They’re charged with making sure people understand

cultural competency, different cultures and differences of opinion.”

BV:

Share a powerful benefit related to retirement planning.

Trede:

“We contribute 15% of an associate’s annual compensation

(salary, overtime and bonuses) into an individual retirement plan.

In addition to that, we have a 401(k) program. From a retirement

perspective, we put our money where our mouth is, so to speak.

It’s a really special thing.”

BV:

In what other ways does Capital carry out its mission

to improve people’s lives through successful investing?

Trede:

“It’s a company that controls its own destiny. Based on our

profitability, we have all associates share in a bonus at the end of

each fiscal year.”

Jim Toomey (general manager):

“Every Capital Group associate

in North America is an investor in American Funds (part of Capital

Group). You talk about what is the secret sauce of superior

service? Our associates are all owners of American Funds.”

RESOURCE:

Chris Trede and Jim Toomey, Capital Group, at

thecapitalgroup.com

RESOURCE:

Josh Plank and Lauren Fox, WestPoint Financial Group, at

www.westpointfinancialgroup.com

The WestPoint band belts out a song.

Associates square off for the CapGroup 500. Winners receive a

donation to their charity of choice.