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About Us – Team


D. Brad Webb, CFP - Financial Planner

D. Brad Webb established the financial planning firm Brad Webb Financial in 1992. Brad is responsible for leading the overall operations of Brad Webb Financial. He earned his Certified Financial Planners (CFP) designation in 1999. Throughout his career he served on the Board of Directors (Hamilton/Burlington chapter), as Treasurer, for Advocis.

 

Brad served as a special advisor to McMaster Hospital’s committee specializing in Philanthropic planning. Brad has presented Retirement and Estate Planning Seminars to mid and large corporations and their employees.

 


Tracey Paterson - Executive Assistant to D. Brad Webb

Tracey started with Brad Webb Financial in 2000. She is responsible for providing support to D. Brad Webb and the day-to-day administrative operations of the firm.

 
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