In June of 2014, we decided to add a role and bring on some new talent. We hired Tim Greife to assist in a variety of roles, from marketing, back office support to insurance consulting and as an assistant to our advisors. During the last couple years many of you have had the opportunity to meet Tim and have helped welcome him to the team. At this time, we are excited to announce the promotion of Tim to Financial Advisor with Webb Financial Group. Though Tim is still young in our industry, his overall professional experience and his growth in our industry create advantages for our team, clients and business.
Tim is currently working on the Certified Financial Planner Certificate (CFP) through Boston University. He expects to complete the course in 2017 and earn the designation in 2019. He will be working closely with a number of our current and new clients, as some of you have already experienced. Tim is a graduate from the University of Wisconsin—Eau Claire, and has a background in managing restaurants, automotive consulting and insurance consulting. Tim married his wife, Jennifer, in April 2015, and reside in Columbia Heights.
We hope you will all congratulate Tim on his promotion and we look forward to a bright future having him as another asset with Webb Financial Group.