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...

Read more

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...
Read more

Stacy Davis

Client Concierge

330.526.8412

330.526.8416

Stacy@TAGplanning.com

Stacy joined the team in 2016 and was brought onboard to head the firms marketing and client relations efforts. Stacy moved from Mesa, Arizona to northeast Ohio in 1993 where she was an integral part of a growing family business from...
Read more

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...
Read more