8201 Preston Road
OUR FIDUCIARY TEAM
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 PlannerLindsay Zentner, CFA®, Portfolio Analyst and EconomistKim Adams, Registered Assistant and Client Service SupervisorChelsea Neece, Marketing Coordinator and Document ManagerMindy Muzzarelli, Office Manager and Executive Assistant to Debra Brennan TaggHollis Stuckert, Compliance Officer