Our Team

Colin has the privilege of leading TAG's advisory team. He's been in the business of helping people all his life. He has helped religious and other non-profit corporations preserve their valuable assets and continue to grow in their ability to make an impact through funds placed at their disposal. Additionally, he has been responsible for directing investment strategies for these corporations in order to protect millions of dollars of others' money and clear the way for people to be helped. For those whom he serves, Colin has become a passionate advocate of strategies designed to protect principal, while allowing participation in the opportunities of the market. Finally, he has developed a particular edge in helping those clients needing tax-favored strategies for accumulating wealth, leaving a legacy, or generating tax-free income.​

Jason joins the TAG advisory team from North Carolina as an expert in life insurance. He began his career with TAG as a recruiter, and has since become a strong support both to the in-house team as well as the business development with life insurance. Jason is currently finishing his CFP designation and has a B.A. in counseling.​

Chuck has incorporated the selling strategies of Karlan Tucker and put them into action to become one of the best insurance producers around. His sincerity and true emotion drive clients to take action as Chuck displays an imminent need to keep his clients' money safe and put it to work for them.​

Dan has epitomized the career of an agent who plugs into the TAG system and excels by following a proven marketing and closing system. Dan works with Karlan's clients as an intermediary and writes a great deal of business as a producer himself. He has become an expert on all the products our carriers offer and is available to support our advisors in the transfer of money and with case-specific questions. ​

Dr. Perdue is our Long Term Care expert in the office.  He is running the appointments for any local clients that have a need or interest in Long Term Care Insurance.  Dr. Perdue is a former professor and has become a great student of the LTCi arena.  His expertise and knowledge are both great assets for the Tucker Advisory Group Team. ​

Pat started his career in financial services shortly after graduating college in 1989. He has had the opportunity of meeting with many people who are nearing retirement or already enjoying it. Working with business owners and other professionals and helping them create Tax Free retirement plans is another very satisfying area of Pat's practice. He takes his job very seriously and considers it very rewarding. Having had the opportunity to spend a few years outside of this industry gave him a more profound appreciation for the work he does. Bringing a sense of security and freedom to the lives of his clients truly adds joy to Pat's life.​

​

Kelli has been part of the Tucker Advisory Group family for several years and moved to the business development department in 2012. Her background in music performance gives her the skills she needs to support Jason Lechuga and the business developers with efficiency and organization. She enjoys the energy and camaraderie of her coworkers and counts it a privilege to work with them.

Lloyd brings a wealth of knowledge from his extensive background in collections, sales, insurance and the banking industries to the nearly 150 TAG advisors he supports, and works to provide his advisors with the highest level of service possible. As a licensed insurance agent himself since 2001, Lloyd fully understands what is needed to help advisors expand their practice in terms of marketing, sales tools and product knowledge. With his expertise in case design, he is aware that not every client is alike. His advanced case design illustrations enable his advisors to close many cases they would not have closed otherwise.​

Dan moved from Wisconsin for a position at TAG. He has experience with investing and insurance through his father, who is also a producer with TAG. Dan also has experience through his Finance degree. Dan is excited to be part of the team at TAG and to provide exceptional support to all TAG producers. Dan assists Brian and Allison and specializes product knowledge and case design.​

After working for a Fortune 500 insurance company in Atlanta, GA, Darren eagerly relocated to Colorado and joined the TAG team as its Marketing Developer. In this role, Darren is putting TAG agents in front of qualified prospects on a daily basis using carefully-designed and incisively-implemented marketing campaigns. With TAG's highly effective marketing tools at his fingertips, Darren positions our agents to consistently meet and exceed their production goals. ​

Sarah works as TAG's Senior Project and Event Manager, coordinating projects that assist the in-house sales team, the business developers and the recruiting team in being as effective as possible. She also plans and implements various events for the company, including incentive trips, training events and client appreciation functions.​

Aimee is one of TAG's Project Managers and coordinates marketing strategies for TAG agents within TAG Creative, as well as events and other projects that TAG produces within the Marketing Department. She has an extensive amount of experience with design, as well as campaign and project management.​

Jamie is one of our graphic designers, creating marketing collateral for TAG advisors, as well as our Business Developers and In-House Sales Team. Jamie also plays a large part in producing all of TAG's marketing videos, which are recorded, edited and produced right here in the office. She brings extensive experience in graphic and media design.​

Andrew is an avid creative-thinker and contributes his skills as a graphic designer at TAG. Originally from Seattle, WA, he recently graduated from a liberal arts university and moved to Colorado to begin his professional career in the creative field. Andrew specializes in print collateral and holds numerous awards and accolades as a winning participant in design and marketing competitions.​​

​Justin moved to Colorado in February of 2010 and started working for TAG in September of that year. He helps coordinate events and duplicates all media produced at TAG. He also works extensively with agent Websites and agent charging. Justin graduated in 2003 with a degree in music and served as full-time music director of his home church in Michigan before moving to Colorado. ​

Jaclynn is behind the friendly voice that greets you when calling Tucker Advisory Group. She gives efficient support to our Business Developers, our Marketing Department and other staff. She will connect you to the proper individual for your specific needs in both a quick and efficient manner. Jaclynn understands the needs of individuals calling and the importance of time in this very busy industry.​​

Debbie is the Executive Assistant to the Sales Manager, Colin Richards. She assists with Client and Advisor Relations by scheduling and coordinating appointments while maintaining correspondence and reports to ensure a professional relationship with our clients. She is passionate about providing excellent customer service in the best interest of supporting our clients and the Sales Team as needed.​

Joe has built and maintains countless tools that drive business at TAG. He designed several TAG web pages including the 'Protecting Your Profits' sites for our advisors. He is the brains behind many of the tools that make the business as a whole more efficient and more effective. ​

Aaron is TAG's Senior IT specialist. Desktop management, application training and support are his focus. Also, he supports the Server and Desktop Computers, telephony and printing. With 12 years of IT experience in a range of large corporate environments to small companies, Aaron brings his knowledge and expertise to better enable TAG's IT-driven performance.​