Supporting your advisor to make your experience as smooth as possible
TAG Assist offers 60+ services to help your advisor service you better.
The service categories we provide include:
- Phone & email management tasks
- Compliance
- Paperwork and Processing
- Data Entry/Data Management Services
- Licensing
- Social Media Management
- Miscellaneous Administrative Tasks
- Marketing
- Software Knowledge
Your Advisor's TAG Assist Partner
Susan Sukys, CFP®
Susan Sukys is the Director of TAG Assist, where she leads a team of skilled administrative professionals dedicated to enhancing the client experience through efficient, streamlined processes and exceptional service. The TAG Assist team supports independent financial professionals with back-office operations, paperwork, and client service tasks, allowing financial professionals to focus on delivering personalized financial guidance.
In addition to overseeing the day-to-day operations of TAG Assist, Susan is an accomplished financial advisor, working closely with clients to help them reach their financial goals.
Beyond her client work, Susan is passionate about advancing diversity and female representation in the financial services industry and is committed to creating a more inclusive, accessible, and diverse financial landscape, for clients and financial professionals alike.