Lynn Weirich, AIFA®, RHU®, CLU®, ChFC®
- 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)
- 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
- Board Development Committee for Girl Scouts of Southwest Texas, 2021-2023
- 4H Foundation, Past Director
Lynn Weirich is a shareholder, cofounder, and president of Business Financial Group, LLC (BFG). Lynn oversees the firm’s operations and client service. She and the Concierge Team at BFG personally onboard every new client, coordinating through implementation with each service team to assure successful outcomes. She periodically meets with clients on an ongoing basis to be sure BFG is adapting and updating service initiatives as clients’ back-office needs grow or change. Lynn also has specialized training and expertise in the areas of Group Benefits and Retirement plans and directly consults with clients and service teams in those areas. She also oversees 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.
In 2021, Lynn was invited to participate in the Board Development Committee for Girl Scouts of Southwest Texas, which is tasked with the recruitment for the board of directors as well as the selection of the Board Chair annually. Additionally, this committee assists in the development of strategic learning and training of the board of directors.
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.
2001 NAWBO-SA Chapter’s Entrepreneurial Spirit Award, created by National Association of Women Business Owners. This award is presented exclusively to women entrepreneurs by their peers and is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more information. https://nawbosa.org/
2007 Women’s Leadership Award, created by San Antonio Business Journal. This award is based on women leaders in their fields who mentor leadership and is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more information. https://www.bizjournals.com/sanantonio/nomination/87095/2023/womens-leadership-awards-2023#/
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals, presented on a rolling basis based on commissions, premiums, or fees generated within the previous year from investment and insurance products. Members pay annual fees for membership and also to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information https://www.mdrt.org/.