

TAG Resources, LLC Information
Contact top employees from
TAG Resources, LLC
Summary
TAG Resources, LLC (“TAG”) is a leading U.S. retirement services company based in Knoxville, TN. Our management team has serviced the retirement plan industry for more than 100 years, collectively. Ou...Show more
Industries
Financial Services
Headquarters Location
Employees Size
100-200 employees
Specialties
Reducing the administrative burden of offering a retirement plan, Reducing fiduciary risk in offering a retirement plan, Providing third party administration, Fully accountable for the prudent management of your plan
Founded
2002
Employees Turnover 2 quarter 2025
Length of Employment
Employee tenure at TAG Resources, LLC shows a diverse range of experience levels:
4% have been with the company for less than 1 year8% for 1–2 years12% for 3–4 years15% for 5–7 years19% for 8–10 years42% have over 11 years of service at TAG Resources, LLCContact top employees from
TAG Resources, LLC
LaTanya Duffield
Account Manager
McKalie Wood
Plan Implementation Coordinator
Merry Baker
Director of Sales - Western United States
April Farmer Purvis
Participant Benefits Team Lead
LaDonna Hembree
Regional Sales Manager
Jeff Phinisey
Owner
Crystal Gravitt
VP, Special Markets
Melanie Ensor
Senior Account Manager | TAG Resources, LLC
Griffin Schulert
Jr. Support Engineer
Greg Merriman
Senior Vice President - Business Develpoment
Troy Tisue
President
Morgan Kloby
Senior Account Manager
Rick Howard
Compliance Plan Analyst - Audit Financials Team
Lindsey Stewart
Client Relations Account Manager
Kevin McCusker
Account Manager
Carly White
Retirement Compliance Consultant
Dell Elhomani
Financial Planning Analyst
Josh Wolfe
Regional Vice President of Sales
Beverly Barker
Aggregation Plan Specialist
Jennifer Dowling
Senior Account Manager
Anthony Morgan
Manager of Plan Aggregation
Mayra Fernandez
Administrative Assistant Bookkeeper
Martha Payton
403(b) Supervisor
Roger Chandler
Senior Vice President of Business Development
Tracy Ambos
Plan Analytics Supervisor
Shannon Hughes
Aggregation Specialist
Matthew Hudson
Regional Vice President of Sales
Joe Gilbert
Senior Account Manager