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Michelle Brennan

Michelle Brennan is a Financial Paraplanner, Director of Client Services, and Partner at Webb Financial Group. She has been in the investments business since 1999. In 2005, Michelle earned her Financial Paraplanner Qualified Professional designation. 

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Over the 20 plus years that Michelle has been with Webb Financial, she has developed a vast skill-set. She prides herself on account setup knowledge, timeliness and responsiveness to critical assignments, as well as her strength in assisting our team and preparing and developing solid financial plans. 

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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.

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Each piece will play an intricate role in helping our clients reach their financial goals. 

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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. 

Financial Paraplanner, FPQP®

Director of Client Services

Partner
Michelle@webbfinancial.com

952-837-3237

"Over the many years I have been a part of Webb Financial Group, I have come to realize the impact of what building a solid financial plan does for people. Though moldable to change with lifes events, it creates a realization of what it takes to reach those goals. I have been blessed to see others reach and exceed thier goals using our financial planning process."  - Michelle Brennan

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DISCLAIMER

Webb Financial Group (WFG) is a registered investment adviser firm offering advisory services in the State of Minnesota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WFG in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.


All written content on this site is for information purposes only. Opinions expressed herein are solely those of WFG, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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