As Regional Vice President for TIP, Michael works with advisors and firms across the country to identify, design, and implement executive benefit solutions. His background in client-facing comprehensive planning equips him with a unique ability to relate with and partner with firms to understand their clients’ needs, ultimately allowing the broker to position solutions within the framework of an executive benefit package. He possesses the product knowledge to navigate the complex, ever-changing insurance marketplace in order to compare and ultimately select the most efficient solution. Whether a firm is already highly engaged with executive benefits or figuring out how to get started, Michael can create efficiencies for their practice, deliver on their fiduciary responsibility to the client, and ultimately, create peace of mind that their client and their practice are appropriately taken care of. Prior to joining TIP in 2019, he managed a financial advisory practice for 15 years. He earned a bachelor’s degree from the University of Kansas and has obtained his FINRA series 6, 63, 65, and 7 licenses in addition, to his life and health licenses. Outside of work he is passionate about his family, children, sports and golf.Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Cir., Ste. 800, Littleton CO 80120, (303) 797-9080
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Regional Vice PresidentTip Sep 2019 - PresentTIP is a wholesale executive benefits advisory firm that serves employee benefits and retirement consulting firms nationally by identifying coverage deficiencies, providing innovative plan design solutions and end-to-end administrative support. Founded on the principles of trust, innovation and people, TIP strategically sources the best plans in the market to help mitigate the risks threatening the success and growth of companies, while providing peace of mind and a better quality of life for key employees and their families.Headquartered in Kansas City and operating nationwide, we provide decades of industry experience and white-glove service.We pride ourselves in providing exceptional commitment and expertise for our clients, companies and employees across all sizes and sectors, while providing a culture of respect and collaboration for our team members. -
Financial PlannerHighpointe Financial Group, Llc Jul 2016 - Sep 2019Overland Park, KsFirm change due to merger
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Financial AdvisorMetlife May 2005 - Jul 2016Overland Park, Ks
Michael Westerfield Education Details
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Bachelor'S Degree
Frequently Asked Questions about Michael Westerfield
What company does Michael Westerfield work for?
Michael Westerfield works for Tip
What is Michael Westerfield's role at the current company?
Michael Westerfield's current role is Regional Vice President | TIP.
What schools did Michael Westerfield attend?
Michael Westerfield attended The University Of Kansas.
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Michael Westerfield
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