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 financial plan and guidance you deserve.
Brian P. Nauman, CRPC®
Managing Director and Lead Financial Advisor
Brian is the Managing Director and Lead Financial Advisor of The Advisory Group. Brian has been educating and empowering investors for over 30 years and cherishes his lifelong client relationships….
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…
Amanda J. Schotz
Director of Business Administration
Amanda serves as the Director of Business Administration at The Advisory Group and is a key leader in the firm’s day-to-day operations and long-term growth. With a thoughtful, detail-driven approach,…
Lucas G. Dengler
Financial Advisor
Client Fulfillment Manager
Lucas brings experience, dedication, and fresh energy to both his role as Financial Advisor and Client Fulfillment Manager at The Advisory Group. Known for his genuine approach and personalized financial…
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…
Piper R. Stewart
Administrative Coordinator
Piper R. Stewart is the friendly face that welcomes you when you walk through our doors. As our Administrative Coordinator, she combines her background in finance and management with a…
Tristan C. Perez
Client Services Support Associate
Tristan is a dedicated Client Services Support Associate who plays an important role in supporting advisors, clients, and internal teams through reliable, attentive service. With a strong foundation in account…
