Jerry Webb, the founder of Webb Financial Group (WFG), started in the investment business back in the mid-1960s. We are proud to say we still work with many of the original families that started with Jerry, whom we like to call our “50 year clients”. That’s an enormous amount of loyalty and longevity that is unheard of in this industry. In 2005, Jerry transitioned WFG to the current ownership of his son, Gary Webb, and Michael Bischoff. Since then, we’ve grown and more than doubled the size of our business and client base despite the Great Recession of 2008. This has taken the effort of our entire team and we are very grateful to have fantastic and dedicated employees at WFG.

 

We realize that loyalty and longevity are very important for any business and their clients. As Financial Planners, we constantly recommend preparing for the future and having a solid long-term plan. With this in mind, it is with great pleasure that we are announcing that financial advisor, Tim Greife, has been accepted as a partner and will be an important part of WFG’s long-term plan.

 

Many of you have either talked with Tim on the phone, met him at the office or at one of our events. Tim was born in Eau Claire, WI and grew up in Rosemount, MN where he graduated from high school. He attended college at the University of Wisconsin in Eau Claire obtaining a Bachelor of Science degree in Business Management. Before joining WFG in 2014, he spent time with Northwestern Mutual, managed restaurants and worked in the automotive industry. While Tim is striving to become a CERTIFICATED FINANCIAL PLANNER , his passion for helping people and drive for success make him a deserving partner. Tim is making a lifetime commitment to WFG so please join us in congratulating him on this accomplishment.

 

Mike and Gary will remain as the majority owners of WFG and plan to continue servicing clients’ needs for many more years to come. The great thing about this industry is that it is common for experienced advisors to continue working with clients well into their own retirement years. However, we realize that Gary and Mike are both in their 50s, not in their 30s like Tim. In planning for the future of our firm, we’re going to continue to develop staff of all ages and expertise levels and potentially add more partners. We really appreciate your business, and look forward to the next 50 years of WFG.