Get to know us

Webb Financial Advisory was founded in December 2025 with a straightforward idea: that individuals and small-business owners deserve the same level of careful, experienced financial guidance that larger organizations take for granted.

For us, this work has never been just a job. It started early, preparing a first tax return as a teenager, then quietly becoming the person family and friends turned to when tax season rolled around. What began as informal help grew into a genuine calling.

Professional Background

That lead to a career in the corporate world as a business and accounting analyst for a leading technology company, experience that brings a broader financial perspective to every client relationship. calling led to over 13 years at a small accounting firm, where no two days looked the same. The work covered individual and small-business tax preparation, bookkeeping, payroll processing and quarterly reporting, year-end financials, business setup, office systems, and hands-on consulting for both individuals and business owners.

Webb Financial Advisory was built on that foundation: real-world expertise, practical thinking, and the kind of responsiveness that only comes from genuinely caring about the people you serve.