Our Philanthropy

Debra Brennan Tagg is a CERTIFIED FINANCIAL PLANNER™ and president of BFS Advisory Group, a Dallas-based wealth management firm that empowers clients to align their financial decisions with their values. As the creator of the DBT360 Financial Plan, Debra developed a proprietary planning process that helps individuals and families prioritize goals, leverage resources, and address risks—ultimately enabling them to live the life they truly want. Her approach combines practical financial guidance with a deep understanding of each client’s personal vision, empowering them to make more intentional and confident financial decisions. 

With more than two decades of experience, Debra advises both individual and institutional clients, focusing on the unique needs of executive families, high-net-worth individuals, entrepreneurs, and women. She and her team build tailored financial strategies that integrate investment management, tax planning, estate planning, and philanthropic giving. 

Debra is widely recognized as an industry thought leader and educator. In addition, she is an active member of the Financial Planning Association and the Financial Services Institute. 

A sought-after speaker, Debra has co-hosted both a financial radio show, Dollars and Sense, and a television program, Smart Money Live with the Brennans, helping make financial planning more accessible to the broader public. In 2020, she was named an InvestmentNews Woman to Watch, a national recognition of her leadership and impact in the financial planning field.

Beyond her professional accomplishments, Debra is a passionate community advocate dedicated to fostering lasting change in Dallas. She currently serves on the Board of Directors for both Children’s Health and the Communities Foundation of Texas (CFT). She currently chairs the CFT Housing Strategy Committee. Her previous board work includes the Dallas Children’s Advocacy Center and the United Way of Metropolitan Dallas, where she was honored as the 2015 Innovator of the Year. 

Debra’s influence has been recognized locally as well—she is listed among D CEO’s Dallas 500, a roster of the most powerful business leaders in North Texas. In 2019, she was named D CEO’s Corporate Leader of the Year for her contributions to nonprofit and corporate citizenship. 

A proud resident of Dallas, Debra lives with her husband and two children. Outside of work, she enjoys yoga, travel, writing, photography, and music—creative outlets that complement her thoughtful, values-based approach to life and work.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

The 2020 Investment News Women to Watch selects recipients based upon accomplishments, contribution to the industry, leadership and community involvement. Nominations of Professionals from all areas of the financial advisory industry are selected by Investment News as winners. Winning Financial Professionals may select promotional materials about this award for a fee.

Chris is a seasoned wealth manager known for his steady, thoughtful approach and ability to simplify complex financial decisions. With experience spanning family office leadership, portfolio oversight, and comprehensive planning, he helps clients stay grounded in a clear, long-term strategy. 

He takes pride in building meaningful relationships and serving as a trusted partner to his clients—integrating planning, investing, and tax awareness into a cohesive approach that supports confident, well-informed decisions. Chris values consistency, discipline, and clear communication, especially during times of uncertainty. 

Outside of work, Chris enjoys traveling, staying active through fitness, and exploring his interest in art—pursuits that reflect his appreciation for balance, curiosity, and creativity.

After 25 years as a financial advisor, Hollis continues to find her client relationships to be the best part of her job. She is committed to helping our clients understand their investments clearly so they can make informed decisions and achieve their financial goals. Hollis joined the company in 2011 to serve as our compliance officer, working directly with the principals of the firm to ensure proper implementation of regulations and standards. In 2023, she chose to transition back to working directly with clients – a role that she always enjoyed and greatly missed.

Hollis graduated from Stephens College and holds Series 7, 63, 24 (held with NewEdge Securities, Inc.) and 65 (held with NewEdge Securities, Inc. and NewEdge Advisors, LLC) licenses, in addition to the Life, Health and Insurance license.

In her spare time, Hollis enjoys traveling with her family and renovating historic homes.

Bradley graduated from the University of Kentucky with a degree in marketing. He has a Series 6, 7, 63 (held with NewEdge Securities, Inc.) and is currently a 2023 CFA Level III candidate. Brad is an alumni of Phi Delta Theta fraternity and a Kentucky native. 

He loves spending time with his wife walking the Katy Trail, trying new recipes from different cookbooks, and golfing. 

Burke graduated from the Walton College of Business at the University of Arkansas, earning a BSBA in Finance. He is currently a Candidate for CFP^® certification. In his role, he supports clients by assisting with comprehensive financial planning, analysis, and all aspects of client service. He pursued a career in wealth management because he is passionate about helping others achieve the goals they envision. 

A Dallas native, Burke enjoys staying active through fitness, golf, and the strategic challenges of a chess match.

Chelsea joined the practice in 2017 and holds the Financial Paraplanner Qualified Professional™ designation. She manages a wide range of projects for our team and clients, working with new clients joining the firm and assists in completing transactions for existing clients. 

A 2013 graduate of Hofstra University, Chelsea earned degrees in English-publishing studies and global studies. She enjoys reading, spending time with her family and friends, and dreaming up ways to escape the Texas heat.

Chelsea Neece is not affiliated with NewEdge Capital Group, LLC.

Haley is the Executive Assistant for the BFS Advisory Group team and manages the office and scheduling. Before joining BFS, Haley worked in private equity as an executive assistant and in investor relations departments assisting with fundraising and investor communication. The transition to BFS Advisory Group came from Haley’s desire to have more of a direct impact on helping individuals achieve their financial goals and positively impacting their financial well-being. Haley earned her B.S. in Public Relations and completed the McCombs Business Foundations Program at The University of Texas at Austin in 2015. When not working, you can find Haley running throughout Dallas, watching sports, or spending time with her family.

Haley Halsted is not affiliated with NewEdge Capital Group, LLC.

A seasoned financial advisor, Erin holds the CFP designation, as well as her Series 7 (held with NewEdge Securities, LLC), Series 63 (held with NewEdge Securities, LLC), and Series 65 (held with NewEdge Advisors, LLC) licenses. A 2007 graduate of Southern Methodist University with two Bachelor’s degrees, Erin began her career in the wealth management industry in 2005 as a portfolio analyst, working her way up to becoming a portfolio manager for high-net-worth individuals. Over time, her interests and passion for helping people led her to pursue a career providing more holistic financial guidance and incorporating advice beyond just investments. Erin views each financial plan as a puzzle, with its own set of challenges and unique situations.

Outside of the office, she and her husband spend time traveling the country in their RV, hiking around Boulder, CO, and camping in National Parks.

For Erin, the financial industry is also close to home. Her sister, Chelsea, is the Operations Manager at BFS Advisory Group, and her husband is a Financial Advisor.

Sally is a Client Services Representative who plays a key role in supporting the client service, financial planning, and investment teams—handling both ongoing and ad-hoc needs to help ensure a smooth and positive experience for every client. Known for her thoughtful listening, clear communication, and sharp attention to detail, Sally focuses on building lasting client relationships based on trust, honesty, and transparency.

Sally graduated from Texas Tech University with a BBA in Finance and holds Series 6 and 63 (held with NewEdge Securities, Inc.) licenses in addition to a general lines insurance license along with a Certification in Long Term Care (CLTC).

Outside of work, Sally is committed to continuous growth, faith, friends, and family. She is an avid runner, gardener, cook, and baker with a special autumn weekend love for college football.  

As Financial Services Assistant at BFS Advisory Group, Ashli oversees all of our educational events, helping to inform clients and the broader Dallas community about the value of investing for the life you want. She also manages social media for BFS Advisory Group and its financial advisors. Before joining BFS, she was a personal banker at Oxford Bank in Michigan. Ashli earned her bachelor’s degree in psychology from Grand Valley State University in 2012. When she’s not working, Ashli enjoys baking, reading and crafting. 

Ashli Guice is not affiliated with NewEdge Capital Group, LLC.