Estate Management Services

Jeremy Webb Working 2
Jeremy Webb And Stacy Webb
Jeremy Webb Consultation

“Bridging the generations”

When mapping out future estate and business plans, the seasoned team of advisors at Estate Management Services helps clients have the often-difficult conversation of what they want to pass down to their family when they leave, as well as how to best bridge the generations in passing down a family business.

Services include:

  • Estate Planning
  • Business Succession Planning
  • Legacy Advisor
  • Disability Planning
  • Financial Planning

They formulate unique products to fit unique clients and situations.

Founders Jeremy and Stacy Webb bring an interesting background to the role of business management consultants. As a social worker who interacts with seniors, Stacy is well qualified to tap into helpful resources available within the community. She graduated from Brigham Young University with a degree in family science and early childhood education.

For Jeremy, becoming a trusted financial advisor is in his DNA. His grandfather was an IRS auditor whose sons became tax consultants and founded Webb Accountancy. Jeremy earned a degree in mechanical engineering, also from Brigham Young University and an MBA from Loyola Marymount University with a concentration in financial decision systems. He has more than 20 years senior-level corporate experience.

Both BYU alums are still active in the local and national alumni association.

Although he is not a lawyer, he can take a broad view of a client’s financial situation and offer expert guidance.

Inspiration to the founding of Estate Management Services is Jeremy’s brother, who is disabled with cerebral palsy and in a wheelchair. Helping him wade through the challenges and paperwork involved in getting his full benefits has been educational, and Jeremy and Stacy have become experts at navigating disability issues.

Volunteering in the community has always been a mission for Estate Management Services, and Jeremy has been a Project Treasurer for Leadership Medina County for several years. The couple have five children and lived in California, Washington and Utah before coming back to Stacey’s home state of Ohio.