Debra Brennan Tagg

Innovative Solutions with a Holistic Approach

Debra Brennan Tagg, Managing Partner at Brennan Financial Services in Dallas, is 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 also curates investment and insurance programs to deliver a tailored solution for each of her clients, specifically 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.

As a community leader striving for permanent positive change in Dallas, Debra serves on the Board of the United Way of Metropolitan Dallas, currently 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 Dallas Children’s Advocacy Center Foundation Board, and the Children’s Medical Center Foundation Board Executive Committee.  Previously, Debra served on the DCAC Board of Directors (Board Chair, 2010), 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 is a member of the Financial Planning Association and the Financial Services Institute.  She is also an active member of Vistage Worldwide.

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

Debra's Latest Blog

  Pop quiz: Which of these people need a Power of Attorney?   a.            An 86 year old woman that requires in-home care. b.            A healthy 42 year old father of three. c.            A 19 year old college student. d...

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Contact Details

15455 Dallas Parkway
Suite 1325
Addison, TX 75001
Phone: 972-980-PLAN

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