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Team

 

Debra Brennan Tagg, CFP®

President

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Debra is a CERTIFIED FINANCIAL PLANNER™ Professional and the creator of the DBT360 Financial Plan, a proprietary program that helps her clients prioritize their goals, leverage their resources, and address their risks. 

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Lindsay Zentner

Portfolio Analyst/ CFA Candidate

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A native Canadian and experienced world traveler, Lindsay came to Brennan Financial Services in 2015 after earning her undergraduate degree in Economics and Finance from the University of Dallas. Her research in economics, financial...

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Laura Fallis

Administrative Manager

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Laura is a registered assistant and has been with the firm since 2012. While she started her career in banking, she found the industry was becoming less focused on customer service, and Laura made the leap to our firm to retain a...
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Chelsea Neece

Marketing Coordinator and Document Manager

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Kim Adams

Client Service Supervisor

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