Since 1994, Scott has been working in financial services as a manager and trainer to financial advisors around the country. As a specialist in communication and discovery, Scott leads the discovery process that is the beginning of the WestPoint planning process.

He has spoken extensively on this subject through the U.S. and Canada and has consulted with many major financial services companies regarding this specialty. In addition, Scott works with non-profit organizations in the areas of strategic planning, planned giving and estate strategy programs.

Scott holds his undergraduate degree from the University of Missouri, Columbia; his masters in business is from the University of Redlands, in Southern California. His professional training also includes certification to conduct the Extended DISC natural ability profile. Scott holds FINRA Series 7 (General Securities) and 66 (Uniform Combined State Law) registrations as well as life and health insurance licenses.

He and his wife Elsa have three children and reside in Zionsville, IN where they are active volunteers in their local schools, church community and youth aquatic leagues

Kevin Clasen, CFP®
317.469.9999 ext. 122

Kevin has served in the financial services arena since 1992.   He has developed his practice by advising clients with their business, retirement and investment advisory services.  Kevin specializes in wealth management and transfer strategies that integrate the clients’ personal and business success. 

He is a graduate of Indiana Wesleyan University with a bachelors of Business Administration.  Kevin continued his professional development by earning the industry designations of Certified Financial Planner™, Life Underwriter Training Council Fellow (LUTCF), a Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC).   

Kevin is an active member of the Financial Planning Association, Fishers Chamber of Commerce, and the Fishers Advisory Planning Commission.

He and his wife Shelly have two children and are actively involved at Church at the Crossing.  Kevin is also an avid golfer.

James C. Brocke,
CFP®
317.469.9999 ext. 159

Jim was a principle of James C. Brocke CFP, LLC, an independent fee-based comprehensive planning organization for 25 years.  As a licensed Certified Financial Planner™ Practitioner, Jim’s organization entered into fee agreements with individuals and business principles for the purpose of maintaining, improving and assisting with the stewardship of their assets.

Jim a former athlete and graduate of the University of Notre Dame and is a past Board member for the University’s Monogram Club.  He is a past Board Member of Carmel Clay School Corporation and past School Board President.  He is a current member of the Foundation Board of Carmel Public Library and a Board member of the Carmel Clay Chamber of Commerce.  Jim is a qualifying and life member of the Million Dollar Round Table and is also a registered financial advisor for the NFL Players Association.

Jim and his wife, Marianne, have three adult children and reside in Carmel, IN.  They are active members of St. Elizabeth Seton Catholic Church.

Betty Rosenbaum
317.469.9999 ext. 301

Betty has been in the financial services industry since 2002 and joined WestPoint Private Client Group (WPPCG) in March 2008.  Prior to working at WestPoint, she was at Verizon (formerly GTE) for 25 years, 12 of those she spent in the Dallas, Texas, area.

She gained extensive administrative experience from varying levels of responsibility through working with customers and businesses while at Verizon.  Betty has been able to transfer the knowledge and experience earned there to add great value to her current business relationships working with WPPCG’s current clientele.

Betty lives in Fishers and is an active member at Carmel Lutheran Church.  The past several years she has also volunteered during the month of May for various 500 Festival activities.  She enjoys walking, crossword and jigsaw puzzles, and being with family.

Kimberly Burl
317.469.9999 ext. 149

Kimberly has been with WestPoint Private Client Group since March 2007, bringing 15 years of marketing and sales support experience to the group.  Six years of those have been in the financial industry.  She is a graduate of Central Michigan University with two science majors.

Kimberly works closely with our clients, providing administrative assistance for all new and existing business.  In addition, she handles client communication and scheduling, and maintains client management systems.

She and her husband, Erik, have two girls and are active members at Chapel Hill United Methodist Church.  Kimberly is also active in other community organizations and enjoys running and walking.

Pat McCauley
317.469.9999 x123

Pat McCauley has 14 years experience in the financial services industry working with advisors in Eastern Pennsylvania and Indianapolis, Indiana, providing administrative support for all new and existing business, as well as, working closely with clients to answer questions they may have and provide assistance when needed.  Prior to that, she held a position with Merchants Bank, giving administrative support to the Trust Department Vice President and clients.

Pat has an associates degree in business administration.

Pat and her husband Ed have three children and are active members of Our Lady of Mount Carmel Catholic Church.  In her free time Pat enjoys running and spending leisure time with her family.

Licensing
We are licensed to sell insurance in the following jurisdictions: Arizona, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Maryland, Michigan, Nevada, New Jersey, New York, Ohio, South Carolina, Virginia, Washington DC, Wisconsin. Kevin Clasen, CA Insurance License #0F96018; State of Domicile IN

We are registered to sell securities* in the following jurisdictions:  Arizona, California, Delaware, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Ohio, Pennsylvania, South Carolina, Washington, Wisconsin 

Securities Disclosure
Scott W. Eckart, Kevin Clasen, and James C. Brocke are registered representatives of and offer securities, investment advisory, and financial planning services through MML Investors Services, Inc., member FINRA/SIPC. 900 East 96th Street, Suite 300, Indianapolis, IN 46240. Telephone: 317-469-9999.

CRN201009-107647