ASG Appoints Jody Henley, CPFA®, NQPC™
As Chief Operating Officer & Head of Client Experience October 20, 2025 FOR IMMEDIATE RELEASE Contact: Sarah Perlman sarah@silverbrookmarketing.com 864-884-0510 TAMPA, FL –Advanced Strategies Group (ASG) is proud to announce the appointment of Jody Henley, CPFA®, NQPC™, as its Chief Operating Officer and Head of Client Experience. In this expanded role, Jody will oversee the […]
ASG and TIFIN@Work Deliver Curated Retirement Solutions for Law Firms
New platform modernizes benefits and retirement solutions for legal professionals, with TIFIN @Workʼs agile, AI customization, along with an ecosystem including Franklin Templeton, Equitable, and Schwab FOR IMMEDIATE RELEASE Contact: Sarah Perlman sarah@silverbrookmarketing.com 864-884-0510 BOULDER, Colo., Sept 30, 2025 – Advanced Strategies Group (ASG) and TIFIN @Work today announced a strategic partnership to challenge outdated […]
ASG Announces Tyler Acheson, CPFA™, NQPC™
as V.P., Law Firm Engagement & Outreach August 20, 2025 FOR IMMEDIATE RELEASE Contact: Sarah Perlman sarah@silverbrookmarketing.com 864-884-0510 TAMPA, FL –Advanced Strategies Group (ASG) today announced Tyler Acheson, CPFA™, NQPC™ as Vice President of Law Firm Engagement and Outreach. Known for his ability to build lasting relationships and deliver exceptional client experiences, Tyler combines a […]
Advanced Strategies Group Launches Customized 401(k) Plan
Tailored Exclusively for Law Firms FOR IMMEDIATE RELEASE Contact: Sarah Perlman sarah@silverbrookmarketing.com 864-884-0510 TAMPA, FL – Advanced Strategies Group (ASG), a leading provider of wealth management and retirement plan solutions, is proud to announce the launch of The ASG Open(k) Plan Design℠, a highly tailored solution developed specifically for law firms and legal professionals. Unlike […]
ASG Announces Elle Moser, AIF®, CPFA™, NQPC™
as V.P., Retirement Plan Services April 8, 2025 FOR IMMEDIATE RELEASE Contact: Sarah Perlman sarah@silverbrookmarketing.com 864-884-0510 TAMPA, FL –Advanced Strategies Group (ASG) today announced Elle Moser, AIF®, CPFA™, NQPA™ as Vice President of Retirement Plan Services. A financial wellness and retirement readiness advisor, she has historically focused on improving outcomes for 401(k) plan participants and […]
ASG Welcomes Brooke Holden, CFP®
as Vice President of Financial Planning Services April 1, 2025 FOR IMMEDIATE RELEASE Contact: Sarah Perlman, sarah@silverbrookmarketing.com 864-884-0510 TAMPA, FL – Brooke Holden joins Advanced Strategies Group (ASG) today as Vice President of Financial Planning Services. A highly respected and skilled financial planner, she brings more than six years of expertise and leadership to the […]