Broker Check
Debra Brennan Tagg, CFP®

Debra Brennan Tagg, CFP®

President

Debra Brennan Tagg, CFP® is President of Brennan Financial Services, a boutique wealth management firm in Dallas, Texas. Debra is also the creator of the DBT360 Financial Plan, a proprietary program that helps her clients use their money to have the life they want by prioritizing their goals, leveraging their resources, and addressing their risks. Debra curates investment and insurance programs tailored to each of her clients as they seek to achieve retirement, education, wealth building and estate planning goals.  Debra works with both individual and institutional clients, specializing in the unique challenges facing executive families and small business owners.

As a community leader striving for permanent positive change in Dallas, Debra has served on the Board of the United Way of Metropolitan Dallas, previously as Community Impact Committee Chair.  She helped to launch the GroundFloor at United Way, a mentor-driven social innovation fund that works to solve challenges in education, income, and health.  Debra also serves on the Children’s Medical Center Board of Directors, Children’s Health Foundation Board Executive Committee, and Children’s Health Investment Committee.  Debra serves on the Communities Foundation of Texas Board, and is a member of the CFT Relationship Committee and Investment Committee. Previously, Debra served on the DCAC Board of Directors (Board Chair, 2010), the Dallas Children’s Advocacy Center Foundation Board, and the Dallas Mayor’s Task Force on Poverty.

Debra is a nationally recognized speaker in the financial industry, addressing various financial conferences to educate both other financial advisors and investors of all types.  For many years, Debra co-hosted Dollars and Sense, her firm's weekly radio program on WBAP-AM.  Debra also produced and co-hosted the weekly television program, Smart Money Live with the Brennans, on WFAA-TV in 2006 and 2007.  Debra serves on the FSC Securities Board, and the RIA Institute Advisory Board. She is also a member of the Financial Planning Association and the Financial Services Institute. 

Debra was recognized as the Corporate Leader of the Year by D CEO’s Nonprofit and Corporate Citizenship Awards (2019). She has been included in the Dallas Business Journal Network 200 (2019), was a Dallas Business Journal Woman in Business nominee (2018), included in the D CEO Dallas 500 list (2018), recognized with the United Way of Metropolitan Dallas Innovator of the Year Award (2015), and honored as an Investment News Community Leadership Award Finalist (2013).

Debra lives in Dallas with her husband and two children.  Her hobbies include yoga, travel, writing, photography, and music.

 

 

The D CEO award is based upon community involvement and is not reflective of the recipient's abilities as a financial advisor. The United Way of Metropolitan Dallas Innovator of the Year Award and the Investment News Community Leadership Award recognize contributions in volunteer service. The Dallas Business Journal Women in Business Honorees are selected by a panel of Women in Business alumni and other community leaders. Selection is based on proven leadership success in the honorees' business/industry, as well as community involvement. These awards are not a reflection of the recipient’s abilities as a financial advisor.