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

Portfolio Analyst/ CFA Candidate

Lindsay is a Portfolio Analyst and CFA Level III candidate. She holds her Series 7 and 66 licenses, as well as her Life and Health insurance license. Lindsay came to Brennan Financial Services in 2015 after earning her undergraduate...
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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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Joseph Meylor

Financial Services Assistant

Joseph is our Financial Services Assistant. He graduated from the University of Wisconsin-Whitewater with a degree in Finance in 2015, and now holds his Series 7 and 66 licenses. Joseph began his career at Merrill Lynch in his home...

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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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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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