566 Redbird Circle
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
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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.
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...
Joined TAG in 2018 to assist with the transition, support, and aid the Managed Money Committee. Preparing documents and notes before and after all the meetings.
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,...
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...
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.
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...
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.
Melissa started with Tax Management Services, Inc. in October of 2022. Melissa brings over 15 years of retirement plan experience to TMS. Her industry knowledge spans defined contribution, defined benefit, and executive deferred...
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...