Valerie K. Brennan

Your Team


Valerie K. Brennan

Managing Director

  • Overview

    Valerie is a Managing Director with a focus on Tax and Financial Planning. She works with high-net-worth individuals and entrepreneurs, furnishing tax and accounting expertise, and developing financial planning strategies. Valerie is a Personal Financial Specialist, Neutral in Collaborative Practice and holds Series 7 and 66 securities licenses. She has consistently been named a “Five Star Wealth Manager” in Financial Planning as published by Indianapolis Monthly.

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