About Us
Our Mission
At TAG: Trusted Advisor Group, we empower small-medium sized business owners to maximize prosperity—whether preparing for a successful exit, optimizing tax strategy, improving productivity, or driving sustainable growth. Our best-in-class Advisors bring decades of proven expertise, combining analytical rigor, diagnostic precision, and visionary thinking to transform challenges into opportunities, because our Clients’ legacies deserve a strategic advantage.
Our best-in-class Advisors bring decades of proven expertise, combining analytical rigor, diagnostic precision, and visionary thinking to transform challenges into opportunities, because your legacy deserves a strategic advantage.
By The Numbers
Business Books Written
Years as Business Professor
Special Business Certificates
TJ Tavares
Principal
Rick Duree
Principal
Tom Rodgers
Senior Project Developer
Brian Lunt
Tag Team Director
Timothy McGimpsey
Senior Media Advisor
Michele Broxton
Senior Marketing Advisor
Craig Sherwood
Senior Business Analyst
Joe Dillon
Senior Project Advisor
Stan Manoogian
Senior Project Advisor
Alex Elias
Senior Technology Advisor
Steve Epner
Senior Project Advisor
Paul Heirendt
Senior Strategic Advisor
Andrew Tessmer
Senior Project Advisor
Calvin Matthews
Senior Legal Advisor
What Our Clients Say
For us, we were initially apprehensive in making the decision to invest in this program. We researched the company and found several positive reviews that we felt were honest. We decided to move forward, determined to get out of it what we put into it, and have been exceptionally satisfied.”
Jenny L