Our Team
Mark Wolfe
Mark Wolfe serves as the President of Financial Group of the Southwest, a firm he co-founded alongside his father in 1992. With a degree in Finance from Texas Tech University as well as earning the Chartered Retirement Planning Counselor (CRPC) designation, Mark brings a wealth of expertise to his role, assisting individuals and families in navigating various financial challenges. His firm specializes in comprehensive services, ranging from debt planning and college funding to retirement strategies and support for surviving spouses.
Mark's commitment to his clients is characterized by a tailored and meticulous approach, ensuring that each individual's unique financial needs are met. He excels in providing detailed and comprehensive personal service, particularly for those transitioning into retirement and for those who have experienced the loss of a spouse.
Beyond his professional achievements, Mark values family deeply. He and his wife Laurie are proud parents to three children, James and his wife Leigh, Katie, and Natalie. Additionally, they delight in their roles as grandparents to Alexa, Emily and Megan.
Mark Wolfe's professional acumen, coupled with his personal dedication to family and community, positions him as a respected leader in the financial sector, offering invaluable support to those he serves.
E-mail: twolfe@osaicwealth.com
Matthew Webb
Matthew is a seasoned professional with 18 years of experience in the financial services industry. Specializing in crafting effective financial plans, he is dedicated to assisting clients in setting and pursuing their financial goals and objectives. Matthew's commitment to delivering a high standard of service is evident in his client-centric approach, always prioritizing their needs.
His journey in the financial world began as a Branch Manager at Woodforest National Bank, where he honed his skills in managing financial operations. Later, he transitioned to a role as a Banker for Wells Fargo, further expanding his expertise in providing tailored financial solutions.
Matthew's extensive experience equips him with a broad knowledge base and a range of solutions suitable for investors of all ages. Holding a bachelor's degree from The University of Houston, The Certified Financial Planner (CFP) and Chartered Retirement Planning Counselor (CRPC) designations he combines academic prowess with practical industry know-how to deliver comprehensive financial guidance.
Beyond his professional achievements, Matthew takes pride in his role as a father to his three children Roman, Nicolas and Victoria. He enjoys coaching his kids soccer teams and attending sporting events with his family. This personal commitment to family values underscores his understanding of the importance of financial planning in securing a stable future for loved ones.
Matthew's proficiency, dedication, and wealth of experience make him a valuable asset to clients seeking sound financial advice and strategic planning for their future.
Email: mwebb@osaicwealth.com
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Katie Wolfe
Katie Wolfe, part of the Financial Group of the Southwest team for a decade, wears many hats as the Office Manager. She ensures smooth operations, handling tasks like mailing client statements and communications. Outside of work, Katie is pursuing a Psychology degree at Lubbock Christian University to become a Licensed Professional Counselor. With an Associate degree in Art, she enjoys exploring her creative side through art, collecting, and trying out new things in her free time.