Jerry founded Webb Financial Group in 1981 and has been in the investment business since 1964. Webb Financial Group, an SEC Registered Investment Advisory Firm, provides full-time professional portfolio management services to individuals, corporations, pension and profit sharing plans, trusts, and non-profit organizations. Jerry strives to help clients achieve investment and income goals by investing in no-load mutual funds. Through the experience of our team members, we form a mutually beneficial partnership with our clients that begins with trust. Our goal is to achieve a comfortable retirement for you by preserving principal while achieving growth. “We specialize in providing a rising monthly income stream for your lifetime and your family’s lifetime”. Direct Line: (952)837-3239 Michael is Chief Operating Officer and Partner of Webb Financial Group and has been in the investment business since 1989. Webb Financial Group provides wealth management, which is a professional service combining financial advice, implementation strategies, and discretionary investment management. Since our clients’ situations are all complex, they require different levels of service that address investments, tax, retirement, insurance, and estate. (See the "What Makes Webb Financial Group Different?" section for more information on these services). Wealth management helps you reach your goals by making your money work for you. Gary is Chief Executive Officer and Partner of Webb Financial Group, an Independent SEC Registered Investment Advisory Firm, and has been in the business since 1998. At Webb Financial Group, we put the creation of your wealth plan at the center of the wealth management process. The fundamental purpose of a well-designed wealth plan is to determine how your financial resources can help you achieve your personal, family, business, and philanthropic goals. Each plan is custom-tailored by wealth-planning professionals who work to design a long-term road map based on your specific goals, resources, relationships, values, and commitments. Your unique financial plan is crafted through what we learn from you, and our advice and monitoring helps keep you on track to meeting your long-term goals and objectives. Your continued progress is how we measure our success. Ryan is a Wealth Advisor at Webb Financial Group and has been in the investment industry since 2002. Webb Financial Group, an SEC Registered Investment Advisory Firm, provides full-time professional portfolio management and holistic financial planning services to individuals, corporations, pension and profit sharing plans, as well as trust and non-profit organizations. Ryan aims to develop long-term, trust-based relationships with his clients by working to identify and attain their specific financial goals. This is approached by structuring an efficient, actively managed investment portfolio and consistent communication and regular client reviews. Direct Line: (952)837-3235 Crystal has helped clients with their financial and insurance needs at Webb Financial Group since 2001. Before joining Webb Financial Group, Crystal worked in Human Resources Management for 17 years, where she worked with various insurance products to develop employee benefit programs. Too often, we take our ability to generate an income for granted. Only when we lose that ability do we truly appreciate what we had. Unfortunately, by then it’s too late. At Webb Financial Group, our wide range of risk management tools can help protect the hopes and dreams of you and your family. Crystal’s goal is to help clients with their insurance needs and to help achieve their overall financial goals. Her focus is on Annuities, Disability Insurance, Life Insurance, and Long-Term Care. Michelle is Webb Financial Group's Registered Paraplanner and she has been in the industry since 1998. Financial planning is important for individuals of all ages, but it is very beneficial to start when you are young. The strongest component of investment growth is time, so the sooner you can begin planning for your future, the better. Jessie is currently a senior at Augsburg College in Minneapolis, and will be graduating in May of 2012 with Bachelor’s degrees in Finance and Accounting and a minor in Business Administration. She is Webb Financial Group’s newest employee, and looks forward to growing into a strong and knowledgeable financial advisor. The field of Financial Planning is of particular interest to Jessie because of the important role it can play in individuals’ and families’ lives. It is essential that preparation is made so that people can live comfortably throughout their working careers and retirement. She has been working full-time while attending college full-time for the last three years, and has earned a Dean’s List standing on numerous occasions. Her previous business experience has been predominantly in the field of fine jewelry, an industry she has been in for over five years now. She has worked as a store manager, office manager, and sales professional, building her customer service and business management skills in as many areas as possible. Her personal interests include spending time with her family and friends (including husband Brandon and 2-year old beagle Bean) and singing. She recorded an album in 2006 of all self-written lyrics and melodies, and has spent time volunteering at Castle Elementary School in Oakdale, MN.
Jerry Webb, CFP®CERTIFIED FINANCIAL PLANNER™ Professional
Contact
Direct Line: (952)837-3220
Email: Jerry@WebbFinancial.com
Licenses & Certifications
Experience
Media Features
Michael Bischoff, CFP®CERTIFIED FINANCIAL PLANNER™ Professional
Contact
Email: Mike@WebbFinancial.comEducation & Licenses
Experience
Recent Media Features
Gary Webb, RFC®REGISTERED FINANCIAL CONSULTANT™
Contact
Direct Line: (952)837-3215
Email: Gary@WebbFinancial.com
Education & Licenses
Experience
Recent Media Features
Ryan Shannon, CFP®CERTIFIED FINANCIAL PLANNER™ Professional
Contact
Direct Line: (952)837-3233
Email: Ryan@WebbFinancial.com
Professional Experience
Education & Licenses
Crystal EndersonINSURANCE CONSULTANT
Contact
Email: Crystal@WebbFinancial.comLicenses & Certifications
Experience
Michelle Brennan, RP®
REGISTERED PARAPLANNERTM
Contact
Direct Line: (952)837-3237
Email: Michelle@WebbFinancial.com
Licenses, Certifications, and Education
Experience
Jessie Pritchard
ASSOCIATE ADVISOR
Contact
Direct Line: (952)837-3212
Email: Jessie@WebbFinancial.com
Licenses and Certifications
Experience
"P R E P A R E T O R E A C H Y O U R G O A L S"
