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), Sherry brings a wealth of administrative expertise and a unique perspective to the firm. She finds great joy in working alongside her husband and feels fortunate to have built long-lasting client relationships throughout the years. Sherry is passionate about energizing and supporting both the TAG team and clients with her warm, approachable leadership style. Her professional guidance plays a key role in making TAG the caring, client-focused firm it is today.

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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.

Sherry R. Nauman

Chief Operating Officer Chief Financial Officer

Let’s Talk About Your Future

Fresh Insights, Direct to You.

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Chief Operating Officer
Chief Financial Officer