Lynn Weirich, AIFA®, RHU®, CLU®, ChFC®

     

     

    2017.06.14 - 1S5A7436
     

     

    BFG Shareholder

    Employee Benefits & Retirement Plans

    • Shareholder, Cofounder, and President of Business Financial Group
    • Investment Adviser Representative affiliated with Commonwealth Financial Network®
    • FINRA Series 6, 7, 22, 24, 51 and 63 Securities Registered
    • Life and Health Insurance Licensed
    • Accredited Investment Fiduciary Analyst® (AIFA)® Designee
    • Registered Health Underwriter® (RHU®)
    • Chartered Life Underwriter® (CLU®)
    • Chartered Financial Consultant® (ChFC®)
    • Fellow, Life Management Institute (FLMI)
    • 4H Foundation, Past Director
    • National Association of Women Business Owners (NAWBO) Member
      • NAWBO San Antonio Chapter, Board of Directors
      • NAWBO San Antonio Chapter, Chapter Cofounder
      • NAWBO San Antonio Chapter, Past President
      • NAWBO's National Council on Healthcare, Pension, and Workforce Issues

    Lynn Weirich is a Shareholder, Cofounder, and President of Business Financial Group, LLC (BFG). Lynn is currently the Chief Fiduciary for BFG’s Retirement Plan and Employee Benefits areas, and as such, she has oversight of all activities of the Retirement and Benefits departments. She also oversees firm operations and compliance.

    Lynn studied Business Administration at Mississippi University for Women. In 1983, she entered the financial planning field as an analyst hired to create and manage some of the industry’s first insurance modeling software for individual PC workstations. She quickly moved into financial services and business management strategies. For more than 10 years, Lynn managed the largest financial services firm in San Antonio before founding BFG.

    Lynn is also a founding member of the San Antonio chapter of the National Association of Women Business Owners (NAWBO-SA). She served as President of the organization in 1999-2000 and in recent years was invited to serve on the Board in a variety of positions, including Public Policy Director. With Lynn’s leadership in 1999, the Chapter founded a teen mentoring and scholarship program that still exists today and has awarded over $240,000 of scholarships to young women hoping to start their own businesses. In 2017, Lynn was invited to serve at a national level on NAWBO’s Council on Healthcare, Pension, and Workforce Issues, which involves meeting with legislators in Washington, DC, to advocate on behalf of business owners.

    Lynn received the NAWBO-SA Chapter’s Entrepreneurial Spirit Award in 2001* and the San Antonio Business Journal’s 2007 Women’s Leadership Award for Mentoring Leadership**. Recently, she was named the 2014-2015 NAWBO-SA Member of the Year. Lynn is a Life and Qualifying Member of the Million Dollar Round Table (MDRT)***, achieving Court of the Table and Top of the Table status multiple times. 

    When she is not at the office, Lynn enjoys spending time with her husband, Bill, and their children and grandchildren at their ranch in Hondo.

     

    *The Entrepreneurial Spirit Award (now Women Business Owner Award) program is one of the premier programs of NAWBO San Antonio through which outstanding women business owners are recognized for their many accomplishments.  It is presented exclusively to women entrepreneurs by their peers and is presented annually.

    **Each year, the San Antonio Business Journal recognizes women from every industry and profession who are leaders in their fields and in the community and who mentor and inspire others to follow in their footsteps.

    ***Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. For more information, please visit https://www.mdrt.org/.