Broker Check

We Are BFS
Dedicated. Diverse. Driven to Serve.

We are fiduciaries and good stewards who put our clients’ interests and financial well-being above our own. We proudly share five core values: integrity, empathy, future focus, independence and authenticity. Our mission and values shine in our processes, our commitment to hiring individuals with CFP® and CFA® designations, and how we choose clients.

BFS ADVISORY GROUP IS A TEAM WITH A COLLECTIVE MISSION TO SERVE OTHERS.

We are fiduciaries and good stewards who put our clients’ interests and financial well-being above our own. We proudly share five core values: integrity, empathy, future focus, independence and authenticity. Our mission and values shine in our processes, our commitment to hiring individuals with CFP ®  and CFA ®  designations, and how we choose clients. 

Debra Brennan Tagg, CFP®

Debra Brennan Tagg, CFP®

PRESIDENT
hello@bfsadvisorygroup.com

ERIN NEECE, CFP®, CPWA®, CDFA®

ERIN NEECE, CFP®, CPWA®, CDFA®

ASSOCIATE WEALTH ADVISOR 
214-764-1962
erin@bfsadvisorygroup.com

HOLLIS STUCKERT

HOLLIS STUCKERT

ASSOCIATE WEALTH ADVISOR
214-764-1974
hollis@bfsadvisorygroup.com

CHELSEA NEECE, FPQP®

CHELSEA NEECE, FPQP®

PARAPLANNER
chelsea@bfsadvisorygroup.com

bradley rouse

bradley rouse

PORTFOLIO ANALYST
bradley@bfsadvisorygroup.com

haley halsted

haley halsted

EXECUTIVE ASSISTANT
haley@bfsadvisorygroup.com

ashli guice

ashli guice

FINANCIAL SERVICES ASSISTANT
ashli@bfsadvisorygroup.com

Jade Terry

Jade Terry

FINANCIAL SERVICES ASSISTANT 
jade@bfsadvisorygroup.com

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