Brennan Financial Services (Brennan), a premier financial services firm based in Addison, Texas, has announced its 30th anniversary of providing tailored solutions for all aspects of wealth management and retirement.
For the past 30 years, Brennan Financial Services has helped clients achieve financial independence through individualized investment strategies focused on wealth accumulation for generations. The firm’s comprehensive experience totals more than 80 cumulative years and combines the power of two generations of financial expertise. Founded in 1983 by David Brennan, the leadership team now includes Brennan’s two daughters, Michelle Brennan Hall and Debra Brennan Tagg, and his son Darren Brennan.
“I founded Brennan Financial Services with the sole purpose of helping individuals and families find financial independence. Just as I wanted to help families create and leave a legacy, it was important for me to leave a legacy of success and opportunity for my family. I’m proud to work with Michelle, Darren, and Debra every day. In building our own family business, we have simultaneously helped hundreds of other families orchestrate their financial legacies over the last 30 years,” said Brennan Financial Services Founder Dave Brennan.
Michelle Brennan Hall began working for the company during college while she earned her Bachelor of Science in Finance. Darren Brennan is an advisor for the company with more than 25 years of experience with stock and bond markets. Debra Brennan Tagg is a seasoned advisor having worked for the firm most of her life overseeing client portfolios in the capital markets. Each is a managing partner and advisor guiding the financial strategies of thousands of investors.
Dave Brennan founded the firm after 25 years as a tax manager of a major oil company in the petroleum industry. Brennan understood that most financial advisors only contacted clients when they wanted to sell something, so he founded Brennan Financial Services to be a more personal, relationship based investment and retirement advisor.
Brennan has appeared on the radio show “The Financial Talk of the Town” since 1985 and gave advice while co-anchoring with his family on television’s “Smart Money Live with the Brennans.” He also authored “Wishing Won't Do It: Financial Planning Will,” which has been used as a training guide at two universities.
“We offer big firm experience and depth with white-glove service. Over the last 30 years of successfully navigating the retirement process of thousands of clients, we have earned our clients’ repeat business again and again and will continue to do so as we look at future decades of success and growth. Our family team is inspired to drive the firm to the next milestone anniversary and continue helping individuals and families achieve financial independence,” said Brennan.
Learn more about Brennan Financial services at www.brennanfinancialservices.com.