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Our Team

Dedicated and experienced financial planning professionals

When you work with the TAG team, you’ll quickly realize that we put your best interests first, no matter what.

Our team of dedicated professionals each bring extensive experience and a genuine passion for helping you achieve your goals. Together, we’re here to guide you through your financial journey, providing the expertise you need and the peace of mind you deserve.

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Brian P. Nauman, CRPC®

Founder and President

Brian is the Founder and President of The Advisory Group, Inc., and has been married to Sherry for over 40 years. Since establishing TAG in 1991, Brian has spent over…

Meet Brian

Sherry R. Nauman

Chief Operating Officer
Chief Financial Officer

Sherry is a co-founder of The Advisory Group, Inc., and has been married to Brian for over 40 years. As TAG’s Chief Operating Officer (COO) and Chief Financial Officer (CFO),…

Meet Sherry

Bradley N. Nauman

Financial Advisor

Brad is one of our Financial Advisors, focused on helping you achieve your goals while serving as a comprehensive financial educator. Known for his approachable and friendly nature, Brad enjoys…

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Amanda J. Schotz

Director of Business Administration

Amanda, our Director of Business Administration, brings a kind-hearted demeanor and a commitment to excellence that strengthens her role at The Advisory Group, Inc. Known for her thoughtfulness and strong…

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Lucas G. Dengler

Financial Advisor Associate
Client Fulfillment Manager

Lucas brings experience, dedication, and fresh energy to both his role as Financial Advisor Associate and as Client Fulfillment Manager at The Advisory Group, Inc.. Known for his genuine approach…

Meet Lucas

Breanne A. Bowers

Business Administration Coordinator

Breanne is our Business of Administration Coordinator. She keeps us all informed about facts and knowledge on TAG’s social media and makes sure the events you attend are absolutely stellar!…

Meet Breanne

Brianna M. Lorenzen

Client Services Associate

As a dedicated Client Services Associate at the Advisory Group, Inc, Brianna plays a crucial role in ensuring a seamless and positive experience for clients. With a passion for fostering…

Meet Brianna

Brett D. Anderson

Client Services Associate

Brett is a dedicated Client Services Associate with over five years of experience in the Financial Services industry. Known for his strong organizational skills and client-focused approach, Brett plays a…

Meet Brett

Let’s Talk About Your Future

Your financial goals deserve a thoughtful approach. Whether you’re planning for retirement, growing wealth, or managing life changes, we’re here to help. Schedule a complimentary consultation and start building a strategy that aligns with your vision.

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Check the background of your financial professional on FINRA’s BrokerCheck

Brian Nauman IA Insurance License No.266151 Bradley Nauman IA Insurance Lic No.19873794. Lucas Dengler IA Insurance License No. 19220122. Representatives registered with and offer only securities and advisory service through PlanMember Securities Corporation, a registered broker/dealer, investment advisor, and member FINRA/SIPC.

The Advisory Group, Inc. and PlanMember Securities Corporation are independently owned and operated.

Investors should carefully consider the investment objectives, risks, charges, and expenses of a mutual fund before investing. This and other important information is contained in the prospectuses or summary prospectuses, which can be obtained from the financial professional for your plan and should be read carefully before investing. All investments may involve risk, including possible loss of principal. Asset allocation or the use of an advisor does not ensure a profit or guarantee against loss.

Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.

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