Debra is a Managing Partner at Brennan Financial Services, the investment and retirement planning firm established by her dad in 1983.
While she has worked at the firm most of her life, she officially joined the firm in 1998 and now manages over $160M for her clients. Debra and her sister also manage Brennan Wealth Advisors, the high net worth division of Brennan Financial Services. She specializes in developing innovative and creative solutions to meet her clients’ retirement planning and estate planning objectives, utilizing the firm’s Financial Life Map to focus on the most effective strategy to achieve goals. Debra is a member of the Financial Planning Association and the Financial Services Institute, and has been named to Registered Rep magazine’s Top 50 Independent Broker/Dealer Women Advisors, 2012. She holds a B.S. in Marketing from Villanova University, 1994, and previously worked in the marketing and publicity department for a record label in the Time Warner Music Group.
Debra is deeply involved in local philanthropic work, including United Way of Metropolitan Dallas (Board of Trustees, 2012 – present; GroundFloor Social Innovation Fund Co-Chair, 2012 – present; Chairman’s Task Force Committee Co-Chair, 2011-2; Women of Tocqueville Chair, 2012-13), Children’s Medical Center (Foundation Board of Trustees, 2011-present); Dallas Children’s Advocacy Center Foundation Board, (Investment Committee, 2011 – present), and the Dallas Children’s Advocacy Center Board of Trustees (Chairman of the Board, 2010; Chair Elect 2009).
Debra lives in Dallas with her husband and two children. Her hobbies include yoga, travel, writing, photography, music, and reading.