DEBRA BRENNAN TAGG

DEBRA BRENNAN TAGG

President, Brennan Financial Services

“Be authentic.”

Her father left a corporate job to start an advisory business when Debra Brennan Tagg was 11, and as a teenager she cleaned the office. But it was only after a few years in entertainment marketing in Los Angeles that Tagg decided to return home to the Dallas area and work in the family firm. She used her marketing experience to expand the business by hosting local radio and television shows with her father, who passed away three years ago. She believes advisers should be “future focused,” which entails being as transparent as possible with clients about services and fees.

“If we all did a better job of educating people about what we do, more people will come to us,” Tagg said, adding that her current education efforts are centered on teaching women how to negotiate more effectively for themselves — which translates into earning more money and having more wealth.

— Evan Cooper