Began first branch from scratch
The financial services industry is a big world and it’s quickly changing. It takes more than great client service to be successful.
We help you find what’s right for you and assist you in being more effective and more compliant. We also stress the importance of relationships. Through regular engagement with the management team and interaction with a vibrant community of colleagues who are truly interested in helping navigate the challenges of our profession, you’ll benefit from the sharing of experiences, ideas, and resources.
As one of the largest enterprises within Cambridge Investment Research, we’re ready to help you grow beyond what’s possible on your own.
See where in the world TAG Advisors are showing up!
Assets Under Management
Began first branch from scratch
Exceeded $150,000 in revenue
Exceeded $600,000 in revenue
Became the largest branch organization in the firm with revenues exceeding $6.35 million
Gregory Raines appointed National Director of Field Development for MetLife Broker Dealer Group
Exceeded $14 million in revenue
Joined Cambridge Investment Research
Grew past 250 financial professionals and $28 million in revenue
Became the largest branch within Cambridge with over 300 financial professionals and revenues in excess of $76 million
Gregory S. Raines
With over 30 years of financial services leadership, Greg guides the vision and strategy of the organization and works to consistently improve its support to its advisors. Under his leadership, TAG Advisors has grown to over 400 financial professionals who oversee $14 billion in assets.
Jason Stone, AIF®
Jason leads our risk management and compliance activities and coordinates TAG Advisors’ OSJ Managers. He works to assure the activities of the organization and its members continuously comply with the evolving regulatory landscape.
Chief Operating Officer
April is responsible for the daily operations of the firm, including strategic planning for new initiatives, problem resolution, and procedural implementation. She manages the team that provides hands-on support for financial professional transition. She is also an active advisor.
Susan E. Sukys, CFP®
Lead Financial Advisor, TAG Wealth
Susan is Lead Financial Advisor for TAG Wealth, the wealth management and financial planning arm of TAG Advisors. In addition to her time spent with clients, Susan spearheads TAG Advisors’ Women & Diversity Initiative, focused on increasing diversity and female inclusion in the financial services industry.
Jasen Dahm, CFA, CPA
Managing Director, TAG Invest
Jasen is responsible for designing the investment management process our financial professionals can leverage. He consults financial advisors on asset management, tax planning, liquidity management, and advanced case design. His prior experience includes running an asset management program, accumulating and managing over $1.1 Billion. He is also author of the Amazon best selling book Nutshells: Planning Strategies for a Tax-Free, High-Income Retirement.
Terry Treiber, CFP®
Chief Investment Strategist
Terry leads the TAG Investment Committee. In that role, he provides Quarterly Allocation Summaries and investment ideas to TAG Advisors in addition to his recruiting and supervision responsibilities.
Dave Scheetz, AIF®
Director, TAG Retire
Dave helps financial professionals build their qualified retirement plan business. He leads the retirement group that manages 950 plans with over $1.7 billion in assets.
Chuck Hammond, AIF®, PPC®, CMFC®
Managing Director, TAG Retire
Chuck is responsible for outreach, education, and marketing and support on qualified plans, including vendor selection and monitoring. He is an active retirement plan advisor whose practice manages 26 plans. Hammond is perhaps best known as founder of The 401(k) Study Group, a community of 15,000 financial professionals involved in corporate retirement plans.
Stephen Wershing, CFP®
Director of Marketing
Steve is responsible for projecting the TAG Advisors value and mission to the world. In addition, he is involved in securing marketing resources for the financial professionals of TAG Advisors. He is also an active advisor.
I was looking for a firm that had a lot of things to offer, yet still had a collegial feel that would help me find peer-to-peer relationships, where we could get to know each other and share ideas and best practices. TAG Advisors does all of that.