Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Money is a tool, not a goal. Educated investors make confident decisions. Effective planning begins with a 360° view from the inside. Comprehensive services create unique solutions.

Small Business Owners and Entrepreneurs 

Your connected professional and personal challenges require sophisticated planning.

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Families Needing Strategic Planning

Short on time and long on goals, your family needs a clear financial path.

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Investors Approaching
Retirement

Be confident that your plan aligns the retirement lifestyle you've earned.

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The DBT360
Financial Plan

A comprehensive analysis of goals, resources, risks and opportunities.

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Portfolio
Management

Independent, personalized wealth strategies.

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Comprehensive Investor
Solutions

Insurance, Estate Planning and Tax solutions for our clients.

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Meet the Team

Every team member is licensed according to the role they serve in assisting clients. But that's not who we are. We are a dedicated team that enjoys helping others. Each of us has particular areas of focus and expertise, such as investment trading, compliance, financial planning, client service, and visualization and planning for a family's success.

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Debra's Latest Blog

Do I Need a Power of Attorney?

No, this isn't the best conversation starter, but it is a discussion you should have.

Click here for the latest Blog.


Debra's Latest Speaking Engagement

Financial Advisor Magazine's Invest in Women Conference

May 9-10, 2017 at the Hyatt Regency, Dallas.

Click here to engage Debra for your next event.

What is a Fiduciary?

Despite all of the recent talk of deregulation, the wealth management industry has been handed a significant new regulation to implement this year and in 2018. The regulation, called the fiduciary standard, or fiduciary rule, will be good for most investors. The goal of the rule is to ensure that our industry is always putting our clients’ needs ahead of our own when we make recommendations. While that sounds pretty straightforward, the industry is still working on the details of how investments are transacted so we can all provide the transparency that investors deserve.  Here is a short video which explains the rule and what you should expect of your financial advisor. If you would like to learn more about how we act as fiduciaries for our clients, please contact us at teamdbt@brennanfinancialservices.com, or (214) 764-1977.