566 Redbird Circle
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.
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 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.
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.
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.
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.
Strategy and Operations Director
Adam joined Tenacity Advisory Group in June 2021 as Strategy and Operations Director. He graduated from UW-Madison in 2005 with a B.S. in Political Science. As Strategy and Operations Director for TAG, Adam is responsible for supporting our advisors and leading strategic initiatives. He brings over 15 years of industry experience to TAG, and holds FINRA Series 4, 7, 24, 31, and 66 licenses.
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, Adam enjoys Wisconsin sports, golf, reading, maps, and the outdoors.
Brian joined Tenacity Advisory Group in August of 2018 to assist and support the Managed Money Committee. He graduated from the University of Wisconsin – Stevens Point with a double major in Accounting and Finance. He now contributes to the TAG Model Management Team researching investments for the model portfolios that many advisors use for their clients.
Brian holds security registrations FINRA Series 7, Series 66, and his Wisconsin Life and Health Insurance licenses. In addition to assisting with TAG items, he has his own Tax and Wealth Management clients.
Brian lives in Suamico, WI with his wife Lisa and enjoys the outdoors, supporting Wisconsin sports and grilling.
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.
Debbie is not registered with Woodbury Financial Services, Inc.
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.
Abbey is not registered with Woodbury Financial Services, Inc.
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.
Julie is not registered with Woodbury Financial Services, Inc.