About TAG™

A group of dedicated professionals who take pride in being trusted representatives of your business.

Meet our TAG™ Team

John Carpenter

Founder, President

John has more than 25 years of experience in public accounting and private industry, serving the manufacturing, healthcare, and construction industries. His areas of expertise include assisting customers in identifying and prioritizing strategic, operational, and financial weaknesses or deficiencies, and implementing results-oriented corrective action programs. John founded The Attilio Group™ in 2007 and began development of the TAG™ Solution based on his passion for small business and the desire to provide “big business” expertise to small businesses in a streamlined, affordable package. John is a Certified Public Accountant and certified Lean Six Sigma.

Steve Waters

Chief Executive Officer

Steve brings more than 25 years of accounting experience to TAG™ and is committed to providing total service to our clients. He most recently served as the Chief Financial Officer and Director of Finance and Accounting at two major Racine County manufacturing companies. A devoted Badger fan, Steve received his Bachelor of Business Administration from the University of Wisconsin. Away from work, Steve plays the role of “Dad” and “Coach” to his twins. He and his wife both enjoy watching their kids play basketball.

Haly Fink-Jung

Customer Onboarding

Working directly with new clients, Haly assists in making the transition to TAG™ positive and enriching. A graduate of the University of Wisconsin, Haly holds a double major in Elementary Education and Environmental Studies. Her experience as a teacher strengthened her communication and relationship-building skills. Haly consistently brings depth, creativity; and leadership to TAG™. Being outside with her husband and English Setter pup makes Haly the happiest, as does a strong cup of coffee.

Ben Lucareli

Business Development Representative

Ben is a recent graduate from the University of Wisconsin-Madison with a major in Communications and a minor in Business. With his experience in school and previous internships, Ben brings a diverse understanding of business communications as he has been equipped with a creative-mind and recognizes the importance of adaptability. Ben enjoys soccer and golfing, as well as time spent with family and friends.

Andrew Foertch-Jans

Customer Bill Pay Reprensetative

A true Chicagoan, Andrew joins us remotely at TAG™. An alumnus of The University of Chicago, Andrew graduated with a bachelor’s degree in Classical Studies. He has over five years of experience in financial operations and over three years of experience specifically in Accounts Payable. In his free time, Andrew enjoys volunteering at Joined Hands Food Pantry in Chicago and playing guitar.

Darek Yong

Customer Bill Pay Manager

Darek is a Chicago theatre and music buff. She enjoys playing piano and singing along to any Brandi Carlile music. A Michigan transplant, Darek received her undergraduate degree in Theatre and her graduate degree in Stage Management from Alma College and Wayne State University, respectfully. Darek’s previous work as a Staff Accountant and Accounts Payable Coordinator helped prepare her for her role of Customer Bill Pay Manager at TAG™. She has over nine years of experience in the accounting field and recently became a certified AvidXchange Administrator.

Amy Kirby

Client Solutions Manager

A skilled account representative, Amy has over 25 years of knowledge in tax and small business accounting departments. She received her Accounting degree from the University of Illinois and has been a member of the TAG™ team since 2014. Amy proudly raised three daughters, enjoys golfing and traveling with her husband, and stays active with her Golden Retriever pup.

Jason Rizzo

Sales/Operations

Jason bring 20 plus years of experience in software ERP to TAG™ and is focused on customer success and providing clients the tools needed to reach their goals. With an accounting emphasis, he has worked in multiple verticals including manufacturing, construction, retail and financial services for companies such as Oracle, Peoplesoft, McKesson and Workday. Jason is the proud father of four children and an avid hockey fan.

Stevie Sjoberg

Client Solutions Manager

Stevie received her Accounting degree from the University of Utah before moving back to the Midwest. She is a highly organized, performance-driven individual, who brings extensive financial statement examination experience and complex problem-solving skills to the TAG™ Account Representatives team. Stevie is mom to son, Charlie. She and her husband enjoy staying active outside and brewing their own beer.

Carolyn Horner

Client Solutions Manager

As an Account Representative at TAG™, Carolyn shares her skills in treasury and finance, as well as operations and stewardship. Carolyn received her Accounting and Professional Services degree from the University of Southern Indiana and has over five years of accounting experience. Carolyn enjoys improving her Spanish language skills, spending time with family, and playing piano in her down time.

Allie Milbrath

Search Partner/Talent Acquisition

After spending a decade with an executive search firm, she started BLG Recruitment to continue her passion in helping organizations bring top talent to their team. Allie has worked across industries and functional areas. She has successfully placed Manager to C-Suite executives as well as Board of Director seats. Allie has an expertise in identifying and captivating passive talent, qualifying candidates, understanding culture, building relationships and acting as a true partner to clients.

Nate Cucciare

IT Specialists

Nate is responsible for the IT development and maintenance of TAG™. He has a wealth of experience serving in various technology capacities for over fifteen years. Prior to joining The Attilio Group, he provided leadership for IT infrastructure architecture, deployment, and maintenance for a major transportation company as well as a large general contractor. He has substantial experience with systems conversions for clients who move to the TAG™ platform. Nate holds a CIS Network Specialist Degree and has completed numerous Microsoft, Cisco and related technology seminars.

Amy Schildt

Client Solutions Manager

As part of the account representative team at TAG™, Amy brings over 15 years of accounting experience in manufacturing. She received her Bachelor of Business Administration in accounting and marketing at the University of Wisconsin Whitewater and has an Executive MBA for Families in Business from Kennesaw State University, GA. In her free time, Amy enjoys spending time outdoors with her husband camping, traveling, snowmobiling and doing lake activities with her German Shorthair pointer and miniature Daschund.

Hannah Kolesar

Accounting Assistant

With a constant positive attitude and can-do mindset, Hannah handles a variety of tasks by supporting the entire TAG™ team. Experience in sales and service provides a solid foundation for Hannah’s strong communication skills and ability to manage multiple assignments. Hannah loves writing and reading poetry, as well as running outdoors.

Andrea Andrade

Client Solutions Manager

Andrea brings over eight years of accounting experience to the TAG team and is committed to partnering with clients to help them achieve their financial goals. Andrea received her Accounting degree from the University of Wisconsin – Parkside, and has an extensive background in general ledger, analysis, and financial statement preparation through working for several large manufacturers in the Milwaukee area. In her free time, Andrea enjoys spending time outdoors with her husband and two kids. Some of their favorite activities include camping, hiking, and playing fetch with their Labrador Retriever.

Kyle Koth

Client Solutions Manager

Kyle received his Finance & Accounting degree from Wisconsin Lutheran College in Milwaukee. He brings two years of accounting experience to the TAG team, specializing in financial statement analysis and cash management. In his free time, Kyle enjoys coaching baseball and playing golf.

Meet our TAG™ Partners

"The amount of time that’s spent on some of the details, accounting details, things like that…it really does take away from your ability as a hands-on business owner- to be involved in the food preparation, to be involved in the actual day-to-day management, working with the employees, and things like that. The fact that we can trust that TAG™ has our best interests in mind, I really couldn’t ask for a better relationship."

Corey OaklandOwner - Red Onion

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