
Paul Tokarzemail
WestPoint Financial Group - Chicago Office
Chicago, IL 60606
Professional Story
Paul Tokarz is co-Managing Partner of WestPoint Financial Group, the largest firm at MassMutual. Together with Lead Managing Partner Greg McRoberts and co-Managing Partner Josh Plank, Paul manages all aspects of the firm. WestPoint’s national reach includes 400 advisors, 80 staff members, 200,000 clients1, $42.4 billion in life insurance in force2 and10.9 billion in assets under management3. Prior to becoming co-Managing Partner, Paul consistently won the Field Leadership Trophy from MassMutual and was named a Top 3 Sales Manager nationally in 2024*.
Paul’s intentional focus on diversity fosters WestPoint’s ability to attract and retain great talent. He believes WestPoint’s culture of genuinely caring about people is its special sauce and embraces WestPoint’s vision to be recognized as the financial services firm that continuously evolves to reflect the communities they serve.
WestPoint is consistently recognized as an employer of choice. It has been named “One of the Best Places to Work in Indiana” every year from 2008 through 2024. Following the expansion into Illinois, Ohio, and Kentucky, the firm has also earned a spot as “One of the Best Places to Work” in those states.
Paul began his career as an advisor with Northwestern Mutual, becoming the only advisor in his office’s history to make the Million Dollar Round Table (MDRT®) in his first year. After three successful years at NWM, Paul wanted to grow his practice more efficiently and shifted to MassMutual in 2015 where he has been a perennial Blue Chip, Top of Council advisor, and Year 4 national company leader in LADL production.** Along with financial advisors Vince Silva and Michael Ribak, Paul established WestPoint Capital, a top-ranked wealth management practice with over $300 million of assets under advisement.
A proud graduate of Bradley University, Paul is deeply committed to giving back and passionately supports nonprofits dedicated to education and empowerment. He has served on the executive board of Notre Dame College Prep and continues to be actively involved in the school’s mission to be a place where students are able to achieve their best possible outcomes based on their abilities and aspirations.
Paul resides in Western Springs, IL with his wife, Keriann, son Izzy, and daughter Toby.
Designations
Paul holds the Chartered Financial Consultant (ChFC®) and Accredited Investment Fiduciary (AIF®) designations and holds the following FINRA securities licenses: 7, 65, 63, 6 and 24.
1 An owner of MassMutual policy or contract.
2 Amount of individual life insurance in force as of 12/31/23 related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.
3 As of 12/31/23. Does not include MassMutual proprietary products or third-party investment advisor programs.
*Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year sales. Recipients are sales managers of MassMutual.
** Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year sales. Recipients are agents of MassMutual.
CA Insurance License # 16493454, State of Domicile: IL
Languages: English
Credentials: AIF®, ChFC®
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning
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