CFP®, MBA, Series 7 Securities Registration,1 Series 66 Advisory Registration,† Insurance License
Preston believes that everyone should have access to comprehensive, customized, objective financial advice. He joined Wealth Enhancement Group due to this belief, along with a passion for working in our clients’ best interest. Preston works closely with Peg and the Roundtable™ to tailor advice for each client by integrating their life goals with personal finance, while using his expertise in investments, income taxes, long-term cash flow, estate planning and employee benefits in the lifelong planning process. He resides in Minneapolis, MN with his wife and two sons. In his free time, Preston enjoys travel and various sports.
- MBA, Metropolitan State University
- BS, University of North Dakota
- CERTIFIED FINANCIAL PLANNER™ Professional
- Five Star Wealth Manager (2021)2
The Peg Webb Financial Advisory team is located in our Burnsville, MN office.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC.
2Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2021 FIVE STAR Wealth Managers.
†Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.