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®, President
Speaking Engagements Our Philanthropy
Sergio Garcia, CFP®, Financial Planner
Lindsay Zentner, CFA®, Portfolio Analyst and Economist
Kim Adams, Registered Assistant and Client Service Supervisor
Jake Howeth, Financial Services Representative and Paraplanner
Chelsea Neece, Marketing Coordinator and Document Manager
Mindy Muzzarelli, Office Manager and Executive Assistant to Debra Brennan Tagg
Hollis Stuckert, Compliance Officer
