Richmond, VA Team
4801 Cox Rd., Suite 102, Glen Allen, VA 23060 | 866.546.0657
Susan Sukys, CERTIFIED FINANCIAL PLANNER™
Lead Financial Advisor
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As a CFP®, Susan meets the highest standards of the financial services industry. Susan specializes in comprehensive financial planning, including retirement and tax planning, risk management, and investment analysis and allocation. Susan holds a license in life, health, disability and long-term care insurance for the protection of clients and their assets. She is also licensed for advisory services and securities with Series 66 and 7 licenses. Susan spends her spare time grabbing dinner with friends or sharing a Sunday afternoon with family. Her travels allow her to try fantastic new foods, and she never hops on a plane without at least two professional development books in tow.
AJ Clark
Financial Advisor
AJ has been a financial advisor since 2012 and is fully licensed for advisory services and securities with FINRA Series 7, 63 and 65 licenses. He also holds licenses in life, health, disability and long-term care insurance for the protection of clients and their assets to and through retirement.
AJ is a graduate of the University of North Carolina at Greensboro where he graduated with a Bachelor’s of Science in Business Administration with a concentration in Entrepreneurship. He was also a member of the UNCG Men’s Division I tennis team. When not in the office or with clients, AJ enjoys playing golf, tennis and soccer, traveling and attending concerts, as well as outdoor adventuring with his two dogs, Moki and Bella.
Megan Gentille, MBA
Financial Advisor
As a former career advisor and hiring consultant, with a background in helping young professionals discover and achieve their ideal career, Megan has always been passionate about helping others reach their goals. As an advisor, Megan holds a license in life, health, and long-term care insurance and is also Series 65, 63 & 7 licensed for advisory and securities services. In addition to time spent working with clients, she leads the company's marketing, process improvement, and hiring efforts. In her free time, you can find Megan enjoying the outdoors with her husband, Eric, and sons, Forest and Reese; getting addicted to a new podcast; or refining her amateur yogi skills.
Pittsburgh, PA Team
1580 McLaughlin Run Road, Suite 107, Pittsburgh, PA 15241 | 866.546.0657 Ext. 518
Christian Cardello, AIF®
Accredited Investment Fiduciary®
As a former portfolio manager for Premier Bank & Trust, with over 23 years of financial services experience, Chris now serves clients as part of the TAG Wealth team. Chris is an Accredited Investment Fiduciary and holds Series 6, 7, 63 and 65 licenses. He also holds licenses in life, health and long-term care insurance for the protection of clients and their assets. During his free time, Chris enjoys various activities with his wife, Sue, and daughter, Gianna.
Steven Greene, CRC®
Financial Advisor, Certified Retirement Counselor®
As a Financial Advisor and Certified Retirement Counselor®, Steve has been providing investment management services to individuals, families, and business owners since 1992. Steve holds Series 6, 7, 63 and 65 licenses, along with licenses in life and health insurance. Steve studied Finance at the University of Oregon and during his spare time he enjoys traveling, spending time with his grandchildren, and is an avid sports fan.
Client Relations Team
tag@tagwealth.us | 866.546.0657
Candice Brown
Senior Client Relations Team Lead
The financial advisors keep the clients on track. Candice keeps the financial advisors on track. Candice leads the Client Relations Team and serves as the point of contact for all high-level client service requests. Candice is an alumnus of Ohio Northern University. When not working, she enjoys going out on the lake and spending time with her husband, Rodney, and son, Rolly. A diehard sports fan, she always cheers on The Ohio State football and Duke University basketball teams.
Dawn Kline
Client Relations Associate
With a background in loan servicing and finance, Dawn helps to keep the office running smoothly, including scheduling appointments and preparing new account documents. Dawn and her husband, Rodney, spend most of their free time attending golf, baseball and football games for their sons, Kyle and Kartor. While a former martial artist, Dawn now enjoys crocheting while listening to audio books.
Christy Fraley
Junior Client Relations Associate
Christy provides behind-the-scenes support as part of our Client Relations Team, including paperwork preparation, liaising with strategic partners, and problem solving on behalf of clients. As a Franklin University graduate and mother of five, Christy is well-versed in multi-tasking and adaptability. When not working, she spends her time supporting her kids' interests of volleyball and violin, as well as exploring her own passion for other cultures and love of travel.
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