John K. Lee
John K. Lee is a Registered Principal, General Securities Representative and an Investment Advisor Representative who has been advising clients for over 27 years. His first venture into college was to study accounting and he worked as an accountant for a few years, which established a solid foundation for his future career. John has aided hundreds of clients in reaching their financial goals through utilizing his accounting skills and financial services strategies from various industry schools.
Between his accounting and financial planning careers, John earned two degrees in ministerial science and served as senior pastor in churches in Illinois, Indiana and finally in St. Charles, Missouri. After 8 years in ministry in St. Charles he reduced his active leadership ministry to volunteer status and began earning his living in the financial services industry.
John married his high school sweetheart, Linda, and raised 4 children. His family grew to include his children’s mates and 7 beautiful grandchildren. He looks forward to meeting new friends and to continue serving everyone who would like his suggestions for achieving their financial goals.
Jerrold Grossman, RFC
Jerry is a Registered Financial Consultant. For over two decades, he has provided ethical and professional financial services to his clients. He shares his experience and knowledge to build professional comprehensive plans. His use of a team approach creates appropriate income solutions, securities and insurance plans that will fulfill his clients’ financial needs from present through retirement, thereby building a long term partnership. Additionally, Jerry has developed a program to assist Veterans and their families in securing Aid and Attendance Benefits to pay for their health care costs. He is the Director of the Senior Resource Alliance of Greater St Charles. The Alliance is a formal organization of ethical, highly competent and trustworthy individuals who specialize in providing professional services for seniors and their families. Jerry enlisted and completed a six year commitment in the U.S. Marine Corps reserves. He worked his way through college while raising a family with Debby, his wife of 37 years. He has three grown children and two grandchildren.
Michael V. Webb, CLU, ChFC
Mike is a Chartered Life Underwriter and Chartered Financial Consultant who began his insurance career with his father. Together they established Webb Insurance. In 1992 Mike became an agent and member of the Society for Financial Service Professionals. In 2008 he entered into a partnership with Jerry Grossman which resulted in St. Charles Financial Services, LLC. Mike also has vast knowledge in underwriting property and casualty insurance. In his desire to meet his clients many insurance and financial needs, he developed a multi-faceted agency which offers a wide variety of products and services. Mike graduated from the University of MO., Columbia. He is also a member of the General Agency Management Association (GAMA). Mike lives in St. Charles with his wife and daughter.