TAG’s team of experienced leaders is dedicated to personalized, effective, prompt and superior service – and this aspiration is carried throughout the company to each and every employee.
Our industry expertise is unmatched, as are the results we provide our clients.
A proven leader, Troy is responsible for the Financial, Sales, Information Technology and Facilities functions. Having been a leader of a consulting firm (Viscern) that was twice selected as one of the Top 100 fastest growing companies in Dallas, Troy brings years of experience with managing a fast-growing consulting practice.
In addition to his years working as the CFO and COO for several Dallas-area hedge funds, Troy also formed and led Surge Advisors, a contingency fee-based consulting practice that focused on cost reduction for their clients.
Troy received his bachelor’s degree in Accounting and Management Information Systems from Southern Methodist University.
Senior Vice President Tax Consulting
With over 18 years experience in the real estate and business personal property industry, Lisa manages the tax consulting team to ensure effective results, timely filling deadlines and rapid response to client requests.
Prior to joining Tax Advisors Group she managed a team of consultants at Duff & Phelps, and was a Tax Consultant with Rash & Associates and Verizon Communications. Lisa has multi-state tax consulting experience in a wide range of industries.
Lisa has attended University of Phoenix and University of North Texas with an emphasis on Business Management. She is a certified Texas Senior Property Tax Consultant.
Chief Commercial Officer
In his role as Chief Commercial Officer, Mr. Streit is responsible for leading commercial strategy and execution across the organization. He and his team’s primary goal is to take the TAG value to the market to all overtaxed organizations, contributing to their profitability, and acting as a resource to internal tax teams. Mr. Streit began his career in SALT over 13 years ago and has directly contributed to millions of dollars in capital preservation for clients across all industries.
Prior to joining TAG, Chris held leadership positions at Dale Carnegie and Korn Ferry. During his tenure at both organizations, Chris designed and executed human capital BPO solutions for dozens of Fortune 1000 organizations, becoming extensions of HR, Operations, and Finance teams.
Mr. Streit holds his Bachelors in Business Administration from the University of Texas at Arlington and an MBA with a major in Finance from the University of North Texas. Chris also holds an Organizational Leadership Certificate from Dale Carnegie. Mr. Streit is a native Texan and resides in Frisco, TX with his wife Abby, and their three boys: Landry, Henry, and Charlie.
Vice President Client Success
Bill is an accomplished and results-oriented leader with over 20 years of experience in customer-engagement, technology and operations. With his diversified experience, he leads the Client Success and Document Management teams at Tax Advisors Group. In his role as Vice President of Client Success, Mr. Hobbs is responsible for leading the client success organization. He brings a strategic vision and innovative approach to TAG’s critical customer-facing teams, ensuring every TAG client receives exceptional service. Mr. Hobbs client-centric approach combined with a commitment to deliver value through client results has contributed to TAG’s client retention rate of 95% and a Net Promoter Score of 77 that exceeds every industry average.
Prior to joining TAG, Bill was Chief Operating Officer for WolfePak Software and Director of Customer Success at Adaptive Insights, a Workday Company. He has owned $50+M P&L and has also managed 100+FTEs.
Mr. Hobbs holds a Bachelors of Science degree in Computer Information Systems from Newman University.
In her role as Vice President, Ms. Machann is responsible for leading an integrated, go-to-market business development strategy via creating impactful and accelerated tax solutions for clients. She has supported multiple clients across every industry in her over seven year history with TAG.
Caitlyn began her career with TAG as a Business Development Associated in 2014 and quickly elevated herself as a leader in the firm. An instrumental member of the team, she has been a major contributor to TAG’s growth and the significant savings provided to TAG’s clients. Ms. Machann has a passion for working with clients and identifying the right solution that delivers the most value for each organization. She’s partnered with over 240 clients in the Retail, Manufacturing, and Transportation sector on elevating their BPP outcomes contributing to millions saved.
Prior to joining TAG, she began her career in sales and business development in the healthcare industry where she helped expand the firm’s footprint across the country. Ms. Machann holds a Bachelors of Science degree of Texas A&M University where she is an active member of The Association for Former Students and recently served as the Co-Chair of the Dallas A&M Club.
In his role as Vice President, Mr. Barocio is responsible for leading an integrated, go-to-market business development strategy via creating impactful and accelerated tax solutions for clients. He has supported multiple clients across every industry throughout his career.
Since starting his career with TAG, Sal has become an instrumental member of the team. He brings with him over 13 years of experience partnering with Executives across all industries to meet their corporate goals and objectives. Helping heir capital investments has been a major contributor to TAG’s growth and the significant savings provided to TAG’s clients.
Mr. Barocio has a passion for working with clients and identifying the right solution that delivers the most value for each organization. He’s partnered with hundreds of clients in the Retail, Manufacturing, Energy, Transportation, and Construction industries contributing to their top and bottom-line outcomes.