Corporate Financial Management Group LLC

Contact

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.

Education & Licenses

• CERTIFIED FINANCIAL PLANNER™ Professional
• NASD Series 65
• Notary Public Commission
• State of Minnesota, Life & Health Insurance Agent
• B.A. Economics, University of Minnesota
• B.A. History, University of Minnesota

Experience

• Investment Advisor, Webb Financial Group since 1997
• Investment Specialist, Charles Schwab & Co. 1992 - 1997
• Financial Planner, IDS Financial Services 1989 - 1992

Recent Media Features

• Bloomberg TV
• The Wall Street Journal
• Financial Advisor Magazine
• Chicago Tribune
• St. Paul Pioneer Press
• Investment News
• Upsize magazine
• Market Watch
• Interactive Media | MasterCard
• 1500AM Minnesota Home Talk

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.

• REGISTERED FINANCIAL CONSULTANT™
• State of Minnesota Notary Public Commission
• University of Minnesota, Liberal Arts
• Northwest Electronics Institute, Computer Technology Degree
• Member of the Financial Planning Association (FPA)
• Member of the International Association of Registered Financial Consultants (IARFC)

• Investment Advisor-Financial Planner, Webb Financial Group since 1998

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.