President, Brennan Financial Services
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.
Joined CFT2019
2019
President & CEO
Senior Vice President, Chief Financial & Administrative Officer
Executive Director, Educate Texas
Chief Marketing Officer
Chief Philanthropy Officer
Chief Relationship Officer
Chief North Texas Giving Day Officer
Managing Director, Educate Texas
Program Assistant, RGV Focus
Director, North Texas Giving Day & Gift Processing/Constituent Records
Deputy Director, Programs, Educate Texas
Director, Policy, Educate Texas
Executive Assistant, Educate Texas
Marketing and Design Associate
Project Manager
Philanthropy Fellow
Business Engagement Officer
Executive Assistant to the President/CEO and CFO
Director of Charitable Giving, Collin County
Marketing & Communications Associate
Administrative Assistant, Facilities/IT
Marketing & Communications Associate, Educate Texas
Senior Director, Community Philanthropy
Associate, Philanthropy Advocates, Educate Texas
Facilities and Events Manager
Donor Relations Officer, Collin County
Coordinator
Deputy Development, Director
Deputy Director, Programs, Best in Class, Educate Texas
Staff Accountant
Deputy Director, Programs, Best In Class, Educate Texas
Associate, Programs, Educate Texas
Relationships Events Manager
Director, Learning & Insights
Director, CFT for Business
Director, Development, Educate Texas
Deputy Director, RGV FOCUS, Educate Texas
Chief Investment Officer
Senior Manager, Data Management and Analysis
Director, Philanthropy Advocates, Educate Texas
Project Assistant
Donor Relations Coordinator and Executive Assistant
Director, Programs, Educate Texas
Senior Director, Property and Facilities
Community Philanthropy Officer
Deputy Director for RGV FOCUS, Educate Texas
Managing Director, Finance and Administration, Educate Texas
North Texas Giving Day Coordinator
Director of Sponsorships and Nonprofit Relations
Investment Officer
Director of Programs, Texas Network of School Improvement
Employee Engagement Coordinator
Senior Officer, Donor Engagement
Senior Director of Administration and Corporate Secretary
Director of Charitable Gift Planning
Meeting and Events Coordinator
Associate, Best In Class, Educate Texas
Nonprofit Manager, North Texas Giving Day
Scholarships and Philanthropy Officer
Senior Director, Insights and Analytics, Educate Texas
Palacios Area Fund Coordinator
Associate, Policy and Advocacy, Educate Texas
Accounts Payable Administrator
Strategic Initiatives Officer
Senior Donor Engagement Specialist
Front Desk Coordinator
Senior Grants Administrator
Executive Assistant, Relationships
North Texas Giving Day Marketing and Communications Manager
Coordinator/Administrative Assistant
Senior Philanthropy Officer
Analyst, Finance, Educate Texas
Director of Community Engagement, North Texas Giving Day
Financial Planning Analyst
Senior Coordinator, Gift Processing and Constituent Records
Chief Information Officer
Program & Administrative Assistant, Philanthropy
Senior Director of Donor Relations and Services
Director of Marketing and Communications
Investments Administrator
Director, Finance, Educate Texas
Associate, Insights & Analytics, Educate Texas
Senior Accounts Payable Administrator
Human Resources Director
Deputy Director, Insights & Analytics, Educate Texas
Community Impact Specialist
Senior Director, Programs, Educate Texas
Associate, Programs, Best In Class, Educate Texas
Senior Director, RGV FOCUS
Director of Accounting
Director of Strategic Relationships
Donor Relations Officer
Senior Officer, Community Philanthropy
Human Resources Coordinator
Jr. Community Officer, Learning & Insights
Vice President, Finance
Senior Analyst, Philanthropy
Executive Assistant, Philanthropy
Executive Assistant, Finance
Director of Donor Engagement
Deputy Director, Insight & Analytics, Educate Texas
Associate, Educate Texas/CFT Programs
Program Assistant, Educate Texas
Deputy Director, College and Career Readiness, Educate Texas
Director of Programs, College and Career Readiness
Associate, Development, Educate Texas
Director, Texas College Access Network, Educate Texas
Human Resources Manager
North Texas Giving Day Data Analyst
Board Chair; Senior Vice President, Federal Reserve Bank of Dallas
Vice Chair; Former Texas State Senator
President and CEO, CARCON Industries and Construction
Senior Managing Director, Prescott Realty Group
President & CEO, Rainmaker, Inc.
Chief Executive Officer, Granite Properties
Managing Director, RSR Partners
Founding Managing Director, Millstone Assets
President & CEO, George W. Bush Presidential Center
Owner, Access Healthcare Services USA, LLC
President & CEO, Hunt Consolidated Investments, LLC / Co-CEO, Hunt Consolidated, Inc.
Civic Leader
Managing Member, Montgomery Capital Advisers, LLC
CEO, Lyda Hill Philanthropies and LH Capital
Founder, Trinity Investment Group
Senior Partner, Gibson Dunn
Edward Jones
Leu & Pierce, PLLC
Bessember Trust
Anderson & Brocious, P.C.
Annen Consulting
Tolleson Wealth Management, LP
Hilltop Securities
Winstead, P.C.
Community Volunteer
Bisignano Harrison Neuhoff, L.L.P.
Matter Family Office
Polsinelli
Strategic Wealth Planning
Westwood Wealth Management
Fox Rothschild, LLP
Bright and Bright
The Blum Firm, P.C.
Crow Holdings Capital Investment Partners
The Calandro Group - Merrill Lynch Wealth Management
Hunton Andrews Kurth, LLP
BNY Mellon Wealth Management
Carter Financial Management
Haynes and Boone, LLP
Attorney at Law
Clark Hill Strasburger
Heritage Auctions
DSC Foundation
Haynes and Boone, L.L.P.
Glast, Phillips & Murray
Meadows Collier Reed Cousins Crouch & Ungerman, L.L.P.
Davis Stephenson, PLLC
Dean International, Inc.
Bessemer Trust
Armanino, LLP
Perkins Dexter Sinopoli & Ham, P.C.
New York Life
Communities Foundation of Texas
JPMorgan Chase & Co.
Kirkpatrick Mathis & Brown, LLC
Elliott, Thomason & Gibson, LLP
The Studer Group
UBS
Little Pedersen Fankhauser, LLP
Attorney At Law
Francis & Associates CPA'S
Geary, Porter & Donovan, P.C.
The Graham Law Firm, P.C.
Jackson Walker
T. Green Law, PLLC
Guthrie Law Firm, PLLC
Foley Gardere
Texas Financial Partners
Winstead PC
The Hogue-Fielder Group at Morgan Stanley
Holden & Parker, P.C.
Howland Advisory Corporation
Jordan Flourney LLP
Luther King Capital Management
Tolleson Wealth Management
Morgan Stanley
Jordan, Monk, Reber, PC
Kaufman & Associates
Frontier Investment Management Company
Weeks Law Firm
US Trust
Regions Financial Corporation
White Rhino Financial
Opus Wealth Management
Lindquist Eisenberg, LLP
Gray, Reed & McGraw, P.C.
Carter Malouf Private Jeweler
Hunt Consolidated, Inc.
The Nautilus Group, New York Life
New York Life, The Nautilus Group
Bright & Bright
Seeking North, L.L.C.
Thompson & Knight, LLP
Philanthropic Consultant
Clear Rock Advisors, LLC
Mendrygal Law, PLLC
Haynes & Boone, LLP
Northern Trust
Montgomery Coscia Greilich, LLP
Nachman Law Firm
Weaver
Jordon Monk Reber, PC
Frost Brown Todd, L.L.C.
Hilltop Holdings
Accounting & Tax Consulting
SFMG Wealth Advisors
True North Advisors
Cypress Point Wealth Management
Thompson & Knight LLP
Spencer Fane, LLP
Woodbine Development Corporation
Suguitan & Associates
Sharpe Law Group
Crow Holdings
KPMG, LLP
Northwestern Mutual
Neuberger Berman, LLC
Brennan Financial Services
Clifton Larson Allen, LLP
RGT Wealth Advisors
Abe Zale Foundation
Bell Nunnally & Martin, LLP
BB&T Co.
Bank of Texas
Barnes & Thornburg, LLP
Wolfish & Newman, P.C.
Communities Foundation of Texas (CFT) works with families, companies and nonprofits to build thriving communities locally and across the state through a variety of charitable funds and strategic initiatives. The foundation professionally manages over 1,000 charitable funds and runs several key initiatives like Educate Texas, North Texas Giving Day and the W. W. Caruth, Jr. Fund. CFT has awarded more than $1.7 billion in grants since its founding in 1953.