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®
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…
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),…
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, 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…
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…
Breanne A. Kistner
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!…
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 Stewart
Administrative Coordinator
Piper 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 genuine…
