TAN Membership


Where We Are

Trusted Advisor Network (TAN) currently operates six meetings in three cities. New meeting locations may soon be coming to a metro area near you. Contact us if you are interested in sponsoring a new chapter in a city not currently listed or click the tabs above to learn about local meetings.


Albuquerque, NM – Local Leaders

Doug Lindsey

My personal business philosophy is neatly summed up by this Lewis Carroll quote from Alice in Wonderland:
Alice to the Cheshire Cat, “Would you tell me, please, which way I ought to go from here?”
“That depends a good deal on where you want to get to,” said the Cat.
“I don’t much care where-” said Alice.
“Then it doesn’t matter which way you go,” said the Cat.
“-so long as I get SOMEWHERE,” Alice added as an explanation.
“Oh, you’re sure to do that,” said the Cat, “if you only walk long enough.”

Shane Barber

Shauna Rampley

Shauna Rampley is a long-time business consultant who is known for helping businesses attain peak performance from their most valued assets – people. She is a TAN meeting moderator and monthly lesson presenter as well as a valued advisor to the TAN founders.

James T. Larkin

I provide comprehensive financial planning and investment advisory services to affluent professionals and business owners.



Phoenix, AZ – Local Leaders

Mark R Johnson

Mark Johnson is a partner in B2B CFO who helped found the Phoenix monthly meeting. He is also a meeting moderator and presenter of monthly lessons.

Charles Loew

Charles Loew is President & Founder of MASET, LLC, a business process consultancy. He is a meeting moderator and presenter of monthly lessons.

Ralph Zanck

Phyllis Rector

Phyllis Rector is a moderator and lesson presenter. She provides working capital solutions for growing businesses by purchasing B2B accounts receivable, including progress billings.

Mike McGreevy

Mary Henry

Multiple locations hosted by:

Santa Fe

Santa Fe, NM – Local Leaders

Peter D Murphy

Peter Murphy is a financial advisor in Santa Fe, NM who is also a retired U.S. Navy Captain. He helped found the Santa Fe monthly meeting and is the leader of that geographic area. He moderates monthly meetings and presents monthly lessons at meetings in every TAN city. He is also valued advisor to the TAN founders.

Anne deLain W. Clark

Clark, McCumbee & Stanhope helps businesses and professionals develop communication skills that transform potential conflict into opportunity.

Kelly Koepke

Kelly Koepke is a professional copy writer who specializes in helping small businesses produce effective communications for marketing and business efficiency. She is a TAN meeting moderator and monthly lesson presenter.

Jeffrey Gruber

Human Resources Consulting including HR Strategy and Planning, Human Resources Process Improvement, Organization Effectiveness Consulting, Leadership Coaching and Development, Coaching, Talent Assessment

Hosted by:

Connect with a Member to Receive a Meeting InvitationIf you don’t know a TAN member who can invite you to a meeting, please complete the form and we will attempt to match you with a host.
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Continuous Learning

TAN members get results through continuous learning and practical application of proven networking strategies and techniques

  • Interactive lessons and open discussions
  • Workshops and online resources
  • Special interest groups
  • Coaching and mentoring

Personal Relationships

Trust begins when high-level advisors know one another on a deeper level. TAN facilitates productive personal relationships through:

  • Open networking
  • Social events
  • Methods and strategies
  • Structured connecting

Professional Reciprocation

“Give-to-get” is not a faddish concept to TAN members – giving is a mindset that builds trust and reciprocation.

  • Members give highly qualified referrals
  • Members counsel and advise one another
  • Testimonials recognize members’ assistance
  • Collaborations expand opportunities

Practice Development

TAN is a community of professional advisors who are dedicated to building their practices by becoming better networkers through:

  • Engaging and productive meetings
  • Education and training
  • Practical application and assistance
  • A credible association of trusted advisors

An Inclusive Community

  • Non-exclusivity generates more opportunities
  • Members can refer trusted resources to clients
  • Multi-state business connections
  • Shared values, methods and goals

Take The TAN Test Drive

The best way to see if TAN will work for you is to attend regular monthly meetings.

  • Request an invite
  • Attend up to 3 meetings
  • Meet with a TAN leader
  • Apply online (after 2 meetings)

Member RequirementsOnline Application

TAN is a network of professionals who consult directly to business owners and corporate-level executives.