Team Debra Brennan Tagg, CFP® President [email protected] 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. Read more Lindsay Zentner Portfolio Analyst/ CFA Candidate [email protected] 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... Read more Laura Fallis Administrative Manager [email protected] 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... Read more Chelsea Neece Marketing Coordinator and Document Manager [email protected] Kim Adams Client Service Supervisor [email protected] Have a Question? Name Email Question Thank you! Oops!