Financial Paraplanner, FPQP™
Director of Client Services
Michelle Brennan is a Financial Paraplanner and the Director of Client Services of Webb Financial Group. She has been in the investment business since 1999. In 2005, Michelle completed the requirements and earned her Financial Paraplanner Qualified Professional designation.
Over the 20 plus years that Michelle has been with Webb Financial, she has developed a vast skill-set in the business. She prides herself on account setup knowledge, timeliness and response to critical assignments, as well as her strength in assisting our team and preparing and developing solid financial plans.
Michelle believes that achieving your financial goals, requires different levels of service that are addressed in these areas of the Financial Planning process; Investment Principles, Tax Planning, Retirement Planning, Insurance (Life, Disability, Long-Term Care), and Estate Planning.
Each piece will play an intricate role in helping our clients reach their financial goals.
Michelle enjoys engaging with the clients on many levels, providing superior service to ensure that our processes and implementations go as smooth and painless as possible.