About
Joe A. Cerda MBA CLU
Brokerage Director

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Meet the Team


Jacob Smith

Jacob Smith

CLU ChFC

Internal Brokerage Manager

Jacob Smith is an Internal Brokerage Manager with WestPoint Financial Group.

Jake is a graduate of St. Ambrose University.  He received an Bachelor of Science degree in Economics and Finance.

With over 12 years of industry experience, Jake and his staff provide high level, on-on-one support for all your client's needs.  services include but are not limited to:  case consultations, estate and business planning knowledge, marketing and illustration support, strategy design as well as product positioning stragegies and presentations.

 

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Onda Shambaugh

Onda Shambaugh

New Business Coordinator

Onda is a New Business Coordinator for WestPoint Financial Group.  She works at the core office in Indianapolis, Indiana.

Prior to joining WestPoint, Onda served as Administrative Assistant to Brown and Brown Insurance and also handled New Business processing.

In her free time, Onda enjoys spending time with family and friends.  She has one son, Craig

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