Broker Check

Meet The Team

Debra Brennan Tagg, CFP®


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, CFA®

Portfolio Analyst

Lindsay is our Portfolio Analyst and Economist.  She came to Brennan Financial Services in 2015 after earning her undergraduate degree in Economics and Finance from the University of Dallas.  Lindsay holds...

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Sergio Garcia, CFP®

Financial Planner

Sergio brings more than a decade of experience in working with individuals and families to his position as Financial Planner. He is a CERTIFIED FINANCIAL PLANNER™ Professional with a Graduate degree in Personal Financial Planning...
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Kim Adams

Client Service Supervisor

Kim is a Registered Assistant and a Client Service Supervisor. She holds her Series 7, Series 63, and Life and Health insurance licenses. She started her career with Dave Brennan in 2000, and worked as his right hand for 17 years. She...

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Chelsea Neece

Marketing Coordinator and Document Manager

Chelsea is our Document Manager and Marketing Coordinator. She graduated from Hofstra University in 2013 with degrees in English-Publishing Studies and Global Studies. Chelsea was brought onto the firm in 2017 to spearhead the campaign...

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Mindy Muzzarelli

Office Manager

Mindy is our Office Manager and Debra’s Executive Assistant. She graduated from the University of North Texas with a degree in Business Administration, and previously worked in the mortgage business as a loan officer and...

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Hollis Stuckert

Compliance Officer

Hollis serves as our designated compliance officer, and holds her Series 7 and 24 licenses. Hollis had her own practice as a financial advisor for 21 years, until she began her family. She joined our firm in 2011 to continue her career...

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