Debra Brennan Tagg is President of Brennan Financial Services, a wealth management firm. Debra is a Certified Financial Planner™ practitioner 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. Debra curates investment and insurance programs tailored to each of her clients as they seek to achieve retirement, education, and estate planning goals. Debra works with both individual and institutional clients, specializing in the unique challenges facing executive families and small business owners.
Debra is a nationally recognized speaker in the financial industry, addressing various financial conferences to educate both 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 RIA Institute Advisory Board, and is a member of the Financial Planning Association and the Financial Services Institute.
Debra was recognized in the Dallas Business Journal Woman in Business 2018 and D CEO Dallas 500 list 2018. She also received the United Way of Metropolitan Dallas Innovator of the Year Award (2015) and was 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, music, and skiing.
"I have long admired CFT's ability to inspire donors to contribute to their community. CFT's diligent commitment to improving North Texas is evident in the staff's expertise, experience, and excitement about their work. It is an honor to serve this organization, and to work alongside the CFT team and fellow trustees." — Debra Brennan Tagg
Community Leadership / Board ServiceAs a community leader striving for permanent positive change in Dallas, Debra serves 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 Dallas Board of Directors and Children’s Health Foundation Board. Previously, Debra served on the Dallas Children’s Advocacy Center Board of Directors (Board Chair, 2010), the Dallas Children’s Advocacy Center Foundation Board, and the Dallas Mayor’s Task Force on Poverty.