Our people make it possible for us to provide best in class benefits consulting and benefits management services. From our corporate administrators to our client-focused sales and account management teams, our common goal is working with our clients to improve and sustain processes that help them focus on their core businesses.
The WestLake Financial Group, Inc. professionals are:
Paul J. Burt, President/CEO
Paul J. Burt started WestLake Financial Group, Inc. in 1991 to cater to the employee benefits needs of mid to large sized companies. Mr. Burt is a pioneer in the field of human resources outsourcing and benefits administration, as WestLake has redefined the delivery of benefit information to employees through technological advances.
Today, WestLake Financial Group, Inc. has over 50 employees and provides benefit consulting expertise, technology solutions and outsourcing, third party administration, and brokerage services to over 150 large corporate and healthcare clients nationwide. Mr. Burt’s continuous enthusiasm and ideas have propelled WestLake Financial Group, Inc. to be one of the top Chicago area benefit and technology consultants, with consistent annual revenue growth each year, including 57% growth in the past six months. Mr. Burt contributes this success to his relentless pursuit of creating additional value added services to offer to his clients.
Mr. Burt’s additional achievements include a five year endorsement for WestLake’s technology by the American Hospital Association, which has helped WestLake to earn the position as the leading provider of benefits technology for healthcare providers in the country. In 2004, Mr. Burt was awarded into the prestigious Chicago Area Entrepreneurship Hall of Fame by the University of Illinois. He also serves on the corporate giving board of Children’s Memorial Hospital.
Prior to starting WestLake Financial Group, Inc., Mr. Burt had his formal training in insurance and benefits in New York City. He started his career at Continental Insurance, and continued on as an independent consultant before moving to Chicago in 1991.
Tammy Miller, Sr. Vice President
Tammy Miller has been a WestLake Financial Group, Inc. team member since the Spring of 2001. Currently, Ms. Miller’s position oversees the implementation and ongoing delivery of products to WestLake’s client base, in addition to the overall operations of WestLake Financial Group, Inc. Ms. Miller attended Western Illinois University where she majored in Business Management.
Prior to joining WestLake, she held a position with an acclaimed insurance provider where she gained experience in a variety of areas including group and individual health insurance. The areas Ms. Miller held leadership positions in include: claims administration, benefit education, underwriting, and new business implementation. Ms. Miller’s prior management experience coupled with her vast knowledge of the various components of employee benefits helps to ensure that our clients are receiving first class service.
Mark Proctor, Controller
Mark joined Westlake in January of 2009 and is responsible for the Finance Department and Human Resource function of the Company. His broad based business experience and extensive accounting and finance knowledge helps WestLake provide the highest level of service to its clients. Prior to joining WestLake, Mr. Procter spent the past twenty plus years in various industries involving both publicly traded and privately held companies. Mark attended Northern Illinois University and holds a B.S. in Accountancy and Finance with a minor in Economics. He is also a CPA in the State of Illinois.
David Brandt, Director of Administration Services
David is our Director of Administration Services. He oversees the WestLake TPA services group employees and Account Managers. With a strong background in TPA administration, David also advises on compliance and contracting matters as well. He joined WestLake Financial Group, Inc. in January 2007. He holds a Bachelor of Science degree from the Ohio State University and an Illinois Life and Health producers license. Prior to joining WestLake Financial Group, Inc. he worked 20 years at a regional third party administrator of group health plans.
