Family, faith and financial independence are all important to Quail Creek Investment Center Senior Vice President, Alan Webb.
As a nationally recognized Certified Estate Planner, Chartered Mutual Fund Counselor and Certified Retirement Counselor, Webb helps clients manage their wealth and plan for their families’ futures.
“While we serve clients in all stages of life, we find that much of our business comes from those planning for retirement, or those in retirement needing ideas for how best to take income from accumulated assets,” Webb said. “But no matter what our clients’ goals are, we’ve accomplished our job when they are truly confident in their financial stability.”
Webb is a Registered Representative of LPL Financial, the nation’s largest independent securities brokerage firm in terms of total revenues. He has gained exceptional experience in the complex field of personal wealth management, and manages more than 400 accounts. Webb is down-to-earth and always honest with clients.
“We’re often called an ‘open book,’ because we don’t hesitate to give you the complete truth,” he said. “We feel it’s important to know exactly where you stand in the process of meeting your financial goals.”
Webb and his wife, Anita, live in west Edmond, where they raised their two children and are now watching their grandchildren grow up. In 1985 they established a local non-profit, all-volunteer organization called Santa’s Cause and have managed the charity for over 35 years. They also support other local charities such as Youth For Christ and Willow Pregnancy Support Services.
“We love living in the 405,” Webb said. “We raised our children here, Dr. Tyler Webb and Brianne Kennemer. Now they are raising their children here. We love doing business locally, and we like to think we bring a much-needed service to our many friends living in the 405.”