Phoenix.-based Advisor Group has launched a new National Advisory Board consisting of 12 professionals from across its community of independent wealth management firms.
The National Advisory Board (NAB) will offer Advisor Group’s leadership insight on topics including technology, service and product strategy, serving as a forum for conveying the opinions of professionals and practitioners on firm-wide topics.
The NAB will be chaired by Debra Brennan Tagg, president of Dallas-based BFS Advisory Group, while Advisor Group’s newly appointed executive vice president of advisor engagement, Erinn Ford, will serve as its executive sponsor.
“The National Advisory Board will provide real-time, on-the-ground intelligence to Advisor Group to inform future enhancements to the tools we use to serve our clients, as well as the development of new services, platforms, and corporate strategy,” said Tagg in released comments.
Board members were invited based on industry experience, tenure with Advisor Group and business model of their respective practices, the company said.
The new board will not displace any of the company’s existing advisory boards, the company said.
In addition to Tagg and Ford, founding members of the NAB include:
- Brian Heaps, of Nashville, Tenn.-based Innovative Financial Group
- Kevin Myeroff of Mayfield Heights, Ohio-based NCA Financial Planners
- Dean Harman of The Woodlands, Texas-based Harman Wealth Management
- Aaron Titze, of Woodbury, Minn.-based GT Financial Advisors
- Mary Sterk of Dakota Dunes, S.D.-based Sterk Financial Services
- Mike Rees of St. Petersburg, Fla.-based Bay View Capital Advisory Group
- Chad Parmenter of Kirkland, Wash.-based Mirus Planning
- Kim Kropp of Omaha, Neb.-based Moylan Kropp
- Vince Morris, of Overland Park, Kansas-based OneDigital Investment Advisors
- Melanie Anderson of Evanston, Ill.-based Financial Consulting Company
- Chuck Walker of Trinity, Fla.-based Cornerstone Wealth Management.