Valerie K. Brennan

Valerie is a Managing Director with a focus on Tax and Financial Planning. She works with high-net-worth individuals and entrepreneurs, furnishing tax expertise, and developing financial planning strategies. Valerie is a Personal Financial Specialist, Neutral in Collaborative Practice and holds Series 7 and 66 securities licenses.

• Bachelor of Science in Accounting, Butler University

• CPA
• PFS

• Impact 100 of Greater Indianapolis, Member
• Outside the Box, Board Chair, Treasurer

• American Institute of CPAs, Member
• Central Indiana Association of Collaborative Professionals, Member
• Collaborative Solutions, Inc., Treasurer
• Estate Planning Council of Indianapolis, Member
• Indiana CPA Society, Member
• International Academy of Collaborative Professionals, Member

• Private Client Services
• Family Office and Business Management
• Estate Planning & Wealth Transfer
• Income & Franchise Tax
• Tax Planning & Consulting