Valerie K. Brennan, CPA, PFS
Valerie is a Principal with the firm 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, holds Series 7 and 66 securities licenses and is a licensed insurance agent. Valerie has consistently been named a “Five Star Wealth Manager” in Financial Planning as published by Indianapolis Monthly.
When not at Somerset, Valerie enjoys spending time with her family and close friends. A yoga enthusiast, she likes to find opportunities to practice at her favorite studio. Valerie is deeply involved in her church, currently serving as her congregation’s lead pastor.
EXPERTISE
Individual Taxation
Business Taxation
Personal Financial Planning
Investment Management
EDUCATION
BS — Accounting, Butler University
PROFESSIONAL AFFILIATIONS
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
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