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Client Centered


Debra Brennan Tagg is a CERTIFIED FINANCIAL PLANNER™ and a nationally recognized financial professional who is available for speaking engagements at conferences and other events hosted by companies and associations. With a practice that focuses on the unique challenges facing Generation X families, high-net-worth individuals, women and entrepreneurs, she can address a wide range of speaking topics ranging from the current investment environment to retirement, education, wealth building and estate planning goals.

Past speaking engagements include:

  • Investment strategies for today’s market environment
  • How to design a financial plan
  • What women need to know about negotiating
  • Retirement and financial planning for small-business owners and entrepreneurs
  • Regulations and laws affecting the financial industry

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