Our Office Team

Scott A. Lowe

Financial Advisor & Owner

330.526.8412

330.526.8416

Scott@TAGplanning.com

Scott entered the financial service industry in 2003 as a college intern with Northwestern Mutual Financial. Following his internship, Scott spent the next five years with Northwestern Mutual building his practice with a focus on...

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Matt May

Director of Marketing

330.526.8412

330.526.8416

Matt@TAGplanning.com

Matt joined The Affinity Group as a college intern in January of 2015. Upon graduating from Malone University in May of 2015 with a Bachelor's Degree in Communication Art's, Matt accepted the position of Director of Marketing with T.A...
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Erika Beeler

Marketing Director

330-526-8412

Erika@tagplanning.com

Erika joined the TAG team in early 2018 with a background in marketing and technology. Her skills have led her to head the firms marketing and client relations efforts, spending the majority of her time as a client concierge. Her vital...

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Kate Bennett

New Business DIrector

330-526-8412

Kate@tagplanning.com

Kate joined The Affinity Group in February 2018, bringing with her a wealth of knowledge from her seven years in the insurance industry prior to becoming our team's head of in-house underwriting and new business processing. Her focus...

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Susan Conrad

Client Concierge

330-526-8412

susan@tagplanning.com

Susan joined The Affinity Group in 2017. Susan grew up in Northeast Ohio and has been back in her home state since 2014. While living in Buffalo, New York she worked as a journalist after graduating from SUNY Buffalo. She also spent...
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