TAG Bill Pay was developed by financial experts and accounting professionals with a deep understanding of the unique needs of high-net-worth individuals and families. Our proven processes are implemented by experienced accounts payable teams who are dedicated to reducing the time and resource drain of day-to-day bill management. We become an extension of your team, treating each of your clients and concerns like our own.
Robert Scherer is the President of TAG Bill Pay. He has more than 25 years of business and financial experience managing complex programs for clients in a variety of different industries on a CFO-level.
He has been instrumental in spearheading the process for TAG Bill Pay to become a preferred vendor for several financial institutions and family offices.
Scherer graduated from the University of Central Florida with a Bachelor of Science in Finance and a minor in International Business. He holds an MBA from San Diego State University. He resides with his wife and three children in Mission Hills.
With over 15 years of experience in the finance and accounting industry, Anneke Stender is the Co-Founder and Executive Vice President of TAG Bill Pay. She is a trusted resource for her clients, some of whom are the most prominent family offices and wealthiest families in the country. By understanding their unique needs, she has created back-office accounting and bill pay services to help them stay organized and gain financial peace of mind.
Stender joined TAG in 2003 as the company’s corporate Controller and was quickly promoted to become a key member of the executive management team. She oversees TAG Bill Pay, including management of the team, handling new business development and implementing a strategic plan for growth.
Stender graduated Summa Cum Laude from San Diego State University with a Bachelor of Science Degree in Finance. She currently resides in San Diego with her husband and three children.
Jana Oles is an Accounts Payable Supervisor for TAG’s Bill Pay division. She works with a team of AP Associates to handle bill pay services for family offices and individuals with a complex financial life. TAG Bill Pay is highly customizable with services ranging from bill payment, recordkeeping, cash flow reporting, mail and vendor management, wire transactions and expense tracking.
Jana earned her Bachelor of Business Administration, Accounting from Texas A&M University-Corpus Christi and MBA from Boston University Questrom School of Business.
Matthew Hauser is a sr. Bill Pay Lead. He works with a team of Bill Pay Associates to provide bill pay services and cash flow reporting to the private client community.
Jocelyn Pereira is a Sr. Bill Pay Associate for TAG Bill Pay. She works with a team of AP Associates to provide bill pay services and cash flow reporting to family offices and high-net-worth individuals.
Jocelyn and her team of accounting experts set up bill payments, manage wire transfers, monitor spending patterns, reconcile accounts and produce cash flow reports. Robust security measures are put into place for every client and all sensitive information is encrypted and uploaded to a private cloud portal.
Amy Agrella is a Sr. Bill Pay Associate for TAG Bill Pay. She works with a team of AP Associates to provide bill pay services and cash flow reporting to family offices and high-net-worth individuals.
Amy and her team of accounting experts set up bill payments, manage wire transfers, monitor spending patterns, reconcile accounts and produce cash flow reports. Robust security measures are put into place for every client and all sensitive information is encrypted and uploaded to a private cloud portal.
As a finance professional with extensive experience in accounting, accounts payable and record keeping, Amy has excellent organizational skills with the ability to manage multiple clients. Previously she held positions as a processor and administrator at a mortgage company and financial institution.
Sara Gilman helps manage the marketing efforts at TAG Bill Pay and assists with new business development. With over 10 years of experience, she brings a unique combination of marketing and sales background.
Gilman is responsible for a diverse array of marketing activities, including lead generation for the sales team, creating marketing collateral and content for print, web and email campaigns, while constantly optimizing them for performance.
In 2013, she established the Nonprofit Leadership Forum to enhance the success of nonprofit organizations by offering free quarterly educational presentations.
Gilman was awarded a full track and field scholarship from Northeastern University and earned a Bachelor of Arts Degree in Journalism with a concentration in Public Relations.
James Server works as TAG’s internal Director of Information Technology as a Microsoft Certified Systems Engineer. He also provides outsourced IT services for a number of TAG clients, helping with the design and setup of computers and other related hardware, networks, Microsoft Exchange Servers, and SQL databases.
Server is a Sage Certified Consultant for MAS 90/200 and Application Consultant. He works with a variety of businesses providing implementation, troubleshooting and designing MAS software solutions.
He received his Bachelor of Science (BS) degree in Aerospace, Aeronautical and Astronautical Engineering from Embry-Riddle Aeronautical University.
Alexis Powell is the Corporate Recruiter for TAG Bill Pay and is responsible for talent acquisition and job placement. She manages the hiring process from start to finish, while also highlighting the TAG brand and company culture.
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