Finance

Michelle Brennan Hall | Wealth Advisor

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About: Michelle Brennan Hall is a veteran wealth advisor with more than 27 years guiding investors' net worth and financial decisions. Motivated by a dedication to investors' financial confidence and independence, her most recent endeavor is to improve women's financial future. She authored the pivotal "Women and Money" report in 2016 after sponsoring a national survey on the modern female's experience with finances.

Specialty: Michelle's specialty is in personal wealth strategies for executives, physicians, business owners and retirees. Known for creating the Financial Life Map Strategy™ that fosters investor financial strength and well-being, Michelle understands the importance of clarity about the road ahead. Her approach is rooted in constant attention to client's needs and extensive expertise. The Brennan Hall team has a strong commitment to responsiveness, innovative thinking and expert guidance.

Quote: "The question isn't who is going to let me; it's who is going to stop me." - Ayn Rand

Connect: Contact Michelle at michelle@brennanwealthadvisors.com or at (214) 764-1978, or visit her website below!

MEMBER SINCE MARCH 2018

Jackie Schlup, CFP®, AFC® | Financial Planner

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About: Jackie achieved CFP® designation and completed her Master’s degree in Personal Financial Planning through Kansas State University in December of 2017. Prior to joining BWA she served investor needs as a financial advisor at Edward Jones and Commerce Brokerage. She enjoys building relationships with clients and helping them achieve life goals. Outside of client interactions, she is part of the leadership team at BWA and works on internal projects such as: company blog, intern program that focuses on attracting women to financial services and the financial planning process.

Specialty: Her primary disciplines are Financial Planning, life insurance and retirement planning. Using extensively researched strategies, along with a dedication to expert thought leadership, Jackie addresses the challenges facing investors in ever-changing markets.

Quote: "Even if you are on the right track, you'll get run over if you just sit there." - Will Rogers

Connect: Contact Jackie at jacqueline@brennanwealthadvisors.com or at (214) 764-1975!

MEMBER SINCE MARCH 2018