Brenda Mahon, CLU, ChFC, AEP
Investment advisory and financial planning services offered through Trinity Portfolio Advisors, LLC, a SEC registered investment advisor.
Sound financial planning is essential to getting the most out of life. The M Group team has the knowledge and experience to guide you through your important financial decisions.
Brenda Mahon’s comprehensive approach to financial planning is designed to address every area of a client’s financial objectives. Whether their needs are personal financial and retirement planning, estate planning to provide a legacy to their families, or tax reduction strategies, with over thirty-five years of experience Brenda has the expertise to cover all the bases. She specializes in working with business executives and small to medium size business owners to provide them with individual financial planning and estate analysis, and the extensive planning necessary to address every need of their business including executive fringe benefits, business continuation and succession and employee benefit programs. She has conducted seminars for some of America’s largest corporations on topics that include retirement planning, college funding, investing in mutual funds and basic financial and estate planning techniques. Brenda has earned recognition in D Magazine as “One of the Best Financial Planners in Dallas.”
Brenda and her husband, Ed have three grown daughters and nine grandchildren. She has been an active participant in civic and community organizations and has been appointed to serve on community action committees and currently serves on the Advisory Board to the Downtown Pregnancy Center. For more than 25 years she has been teaching adult Bible classes and currently a member of the Prestonwood Baptist Church.
Aligning your wealth with your life's ministry...