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. 


  • Individual Taxation
  • Business Taxation
  • Personal Financial Planning
  • Investment Management


  • BS — Accounting, Butler University


  • American Institute of CPAs — Member
  • Indiana CPA Society — Member
  • Estate Planning Council of Indianapolis — Member
  • International Academy of Collaborative Professionals — Member
  • Central Indiana Association of Collaborative Professionals — Member
  • Collaborative Solutions, Inc. — Treasurer


  • Arts Council of Indianapolis — Member of Board of Advisors
  • Impact 100 of Greater Indianapolis — Member
  • Outside the Box — Board Member, Treasurer
Phone 317.472.2266