Our Story

A tradition of service.

Modern financial planning guided by enduring values.

For 20 years, Debra Brennan Tagg worked alongside her father to build one of the most well-respected financial advisory firms in Dallas. Even after striking out in a new direction, she still brings the core foundation of serving others that her father built into the ethos of BFS. While BFS offers modern capabilities, a deep bench of expertise, and a unique approach to educating our clients, we are still the same firm at heart that we were when Debra’s father first began in 1983. This mindset embodies what Debra’s father started and what we proudly carry forward—a tradition of service dedicated to helping others achieve their dreams.