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 organizational skills, Amanda supports Sherry in ensuring smooth operations while collaborating with Brian to bring his vision for TAG to life through innovative solutions. Her dedication to TAG’s core values of trust and professionalism fosters a supportive environment for both clients and team members. Amanda thrives in our family-oriented atmosphere and enjoys building relationships with clients, further enhancing the personalized service we proudly provide.

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.

Amanda J. Schotz

Director of Business Administration

Let’s Talk About Your Future

Fresh Insights, Direct to You.

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