Our Team

The Westerman Group, LLC (TWG) is comprised of a highly experienced team of industry professionals. TWG’s planning department works intimately with each advisor to develop customized financial plans for their clients based on proven research strategies and investment ideas. Our dedicated management and administrative teams maintain a personal relationship with each client and is readily accessible.

Vincent E. Westerman, President and CEO
David G. Millet, Esq., Vice President & Chief Investment Officer
Mallory Fredericks, Administrative Assistant
Tara Fredericks, Director of Client Services
Kelly Millet, Director of Communication

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