Joined in 2001

Valerie Brennan

CPA, PFS

Principal

“What you do makes a difference. You have to choose what kind of difference you want to make.” – Attributed to Jane Goodall

Valerie works in the areas of taxation, financial planning and investment management. She helps clients realize their dreams, which often include being financially independent. Valerie is a Personal Financial Specialist and holds Series 7 and 66 securities licenses. As a Financial Neutral in Collaborative Practice, she assists divorcing couples in structuring their financial agreements in a manner that helps them both achieve their goals and interests.

Valerie enjoys practicing yoga and spending time with her family, which often means playing board games together. She is also deeply involved in her church and currently serves as lead pastor.

Professional Experience

  • Taxation
  • Family Office
  • Financial Planning (Investment Management)
  • Butler University, Accounting, BS
  • Impact 100 of Greater Indianapolis – Member
  • Outside the Box – Board Member, Treasurer
  • American Institute of CPAs – Member
  • Central Indiana Association of Collaborative Professionals – Member
  • Collaborative Solutions, Inc. – Treasurer
  • Indiana CPA Society – Member
  • International Academy of Collaborative Professionals – Member

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