Debra Brennan Tagg

Debra Brennan Tagg

Managing Director

Debra is a Managing Partner at Brennan Financial Services, the investment and retirement planning firm established by her dad in 1983. While she has worked at the firm most of her life, she officially joined the firm in 1998 and now manages over $160M for her clients. Debra and her sister also manage Brennan Wealth Advisors, the high net worth division of Brennan Financial Services.

She specializes in developing innovative and creative solutions to meet her clients' retirement planning and estate planning objectives, utilizing the firm’s Financial Life Map to focus on the most effective strategy to achieve goals. Debra co-hosted the firm’s radio program, Dollars and Sense, on WBAP-AM with her dad through 2007, and she guest co-hosts the firm’s current radio program on KRLD-AM. She produced and co-anchored the weekly television program, Smart Money Live with the Brennans, on WFAA-TV in 2006-7.

All Debra Brennan Tagg's Stories
Succession planning is something every advisor should think about and make arrangements for, yet over half of advisors aren’t engaged in the process at all. To ensure your clients are taken care of to your highest standards after you leave your practice—either willingly or suddenly—having a comprehensive plan in place, and ideally in some level of process, is key. Studies have shown the best advisor match for your clients is made when your successor is chosen from within your own firm....