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Valerie K. Brennan, CPA, PFS
Profile
Valerie is a principal at Somerset and provides wealth management services. She joined Somerset in 2001 as a result of the merger with her firm Cox, Brennan & Co., LLP. Throughout her career she has worked with entrepreneurial businesses and their owners in a variety of industries. In addition to providing tax and accounting expertise, she focuses on developing financial planning strategies for clients. Prior to the creation of Cox, Brennan & Co., LLP, Valerie established her own firm and also worked with a Big Four accounting firm and in private industry.
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Education
Valerie graduated from Butler University with high honors in accounting in 1988.
She holds Series 7 and 66 securities licenses. She is a licensed insurance
agent and a Personal Financial Specialist.
Memberships/Community Involvement/Awards
Contact Information
Telephone: 317-472-2266
Fax: 317-208-1234
Email: vbrennan@somersetcpas.com
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