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We Are Celebrating a Big Achievement by Team Member Sergio Garcia

We Are Celebrating a Big Achievement by Team Member Sergio Garcia

June 07, 2022

This week we are celebrating team member Sergio Garcia for his recognition as one of the top young professionals in the financial planning industry. InvestmentNews, a leading publication for financial advisers, honored Sergio in its annual 40 Under 40 list, recognizing him for how he serves our clients and also for the work he does to raise the bar in the financial planning industry. 

The competitive 40 Under 40 program recognizes up-and-comers in the financial advice industry who have made impressive contributions to the industry – at only 39 years of age or younger. Sergio was chosen out of the more than 1,000 nominations submitted this year. InvestmentNews spotlights winners during their Future of Our Business event in New York City and in a print and online feature.


Sergio joined us more than two years ago and has been demonstrating his passion for the industry since his arrival by expanding our financial planning services and technology. As Managing Director of Financial Planning and Wealth Manager for our firm, Sergio works with clients directly and now leads our financial planning division. He is a board member of the Dallas Estate Planning Council and the Financial Planning Association (FPA) DFW chapter, where his recognition by the group’s more than 750 members earned him the chapter’s “Young Gun” award in 2019. He serves as a subject matter expert on the CFP® Board Council on Examinations, equips aspiring financial advisors as a retirement planning instructor at SMU and is a member of the NextGen Council for our broker dealer, FSC Securities.


Sergio also volunteers his time, mentoring financial planning students from his alma mater Texas Tech. He redesigned our internship program that launched this summer and created a residency program to launch in 2023 for new financial planners to learn best practices. We are fortunate that Sergio is part of our team and grateful to have the opportunity to work alongside him.





Debra Brennan Tagg is a CERTIFIED FINANCIAL PLANNER™ Professional 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. She is the president of BFS Advisory Group and teaches the public and the financial services industry about the importance of values-based financial planning and investor education.