A Wealth of Knowledge
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A Wealth of Knowledge
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In this episode of Heart of It, Scott Bennett sits down with longtime friend and President of Wealth Advisory, Debra Tagg, for an honest conversation about leadership, resilience, and the relationships that shape our lives. Debra reflects on the evolution of her career, sharing what it was like building a successful career in a traditionally male-dominated industry and how those experiences helped define her leadership style and purpose.
Debra also shares her unique philosophy of wealth advising, one that extends far beyond financial planning. Her mission is to empower clients with the confidence to make informed decisions in every aspect of their lives, creating clarity and peace of mind through every stage of life. The conversation takes a deeply personal turn as Debra recalls the loss of her father, someone she was incredibly close to, and the meaningful advice Scott shared with her during that difficult time. Filled with authenticity, mutual respect, and genuine friendship, this episode is a powerful reminder that the greatest conversations often happen at the intersection of professional success and personal connection.