Broker Check

 At TAG We Have You & Your Business In Mind

Our team at TAG is comprised of financial advisors, registered principals and administrative assistants that have a passion for holistic financial planning, with great experience in the investment industry.  Our commitment is to build lasting relationships to better service our advisors so they can better serve their clients.

Independence & Flexibility

Independence & Flexibility

Trust is the foundation on which solid relationships are created.  We feel that trust is imperative in the relationship between TAG and its advisors and between the advisors and their clients.  TAG empowers advisors with the freedom to adapt to economic changes and unique client needs through our available options. By being part of a group with our scope and scale, you will have access to competitive pricing with multiple investment and technology platforms.

Mike Savolt

President

mikes@tmsmoney.com

Mike along with 9 other advisors started TAG in 2010. In addition to running a successful Tax and Wealth Management Firm, he oversaw all compliance and supervision of TAG. While TAG has grown exponentially, Mike’s role has evolved and is now focusing his time on helping TAG Advisors grow their practice. Implementing his vision for growing TAG with the right advisors is always a priority.  Lastly, Mike is the key contributor in spearheading negotiations for TAG and their advisors with our strategic partners.

Adam Katch, MBA

Strategy and Operations Director

adamk@tmsmoney.com

Adam joined Tenacity Advisory Group in June 2021 as Strategy and Operations Director. As Strategy and Operations Director for TAG, Adam is responsible for supporting our advisors and leading strategic initiatives. He brings over 17 years of industry experience to TMS, and holds FINRA Series 4, 7, 24, 31, and 66 licenses. He earned his undergraduate degree from UW-Madison and MBA from UW-Oshkosh.

Prior to joining TAG, Adam served in various roles within the National Planning Holdings network and, most recently, as Director of Advisory Operations at Private Client Services, LLC.

Adam lives in Appleton with his wife Megan and two sons. In his free time, he enjoys Wisconsin sports, golf, reading, live music, and the outdoors.

Bryan Grant

Advisor

bryang@tmsmoney.com

Bryan joined TAG in 2014 to take over the compliance aspects of TAG so Mike Savolt could focus on bigger picture tasks. With Bryan’s extensive experience in both Compliance and Rep Support departments at the Broker Dealer Level, he has been invaluable helping offices transition to TAG.  In addition to assisting with TAG items, he has his own Tax and Wealth Management clients.

Chase Vande Yacht

Advisor

chasev@tmsmoney.com

Chase joined TAG in 2012 to assist Mike Savolt grow his practice as well as help TAG recruit advisors.  Chase was one of the founding members of the TAG Model Management Team that helps manage our TAG models today. In addition to assisting with TAG items, he has his own Tax and Wealth Management clients.

Dominic Reinerio

Advisor

dominicr@tmsmoney.com

Dominic joined TAG in 2017 to assume the responsibility of managing the compliance items.  His background was in helping advisors grow their advisory practice so he has been integral part in helping TAG grow its AUM in advisory. In addition to assisting with TAG items, he has his own Tax and Wealth Management clients.

Abbey Pilgrim

Administrative Specialist

abbeyp@tmsmoney.com

Abbey joined TAG in 2012 to alleviate work from Debbie and they continue to work side by side with our TAG Teams during and after the transition.

 


Debbie Moore

Administrative Specialist

debbiem@tmsmoney.com

Debbie has been a part of TAG since inception. She is an integral part in helping offices transition to TAG. While continuing to lead and support the admin teams of the group.

 


Julie Christensen

Marketing Manager

juliec@tmsmoney.com

Julie joined TAG in 2017 to help build the brand and plan our annual events. She works weekly with Dominic to make sure schedules are being kept and to do’s are being done.

 


Kim Keehan

Administrative Specialist

kink@tmsmoney.com