December is annual review time at AOG Wealth Management. Once again, we brought in our team of trusted canines to analyze the portfolio, our workflows processes, the security methods in place, and the physical office itself. This year, we again have photos of the audit team in action.
Oreo Ortlip is shown here reviewing the customized client meeting experience at the conference table. She has given us some great ideas for ensuring client comfort.
Stella Long, a new member of the team, is discussing the commercial real estate components of the portfolio. Stella is regularly interviewed for her research on national news shows.
Cami and Polly Peyper are conducting research on Cash Equivalents and making sure the computer security systems are up to speed. They are. As is the filing system. (Only Cami is shown as Polly requested not to be photographed.)
Gus Whitlock is inspecting the client service workflows and offering some advice on streamlining processes while increasing client satisfaction.
Bodi Schaeffer is the Commodities Specialist and is conducting rigorous, on-site due diligence. He also assists in making sure we adhere to industry best practices.
Jethro Baerenz, shown consolidating the audit review results, is tasked with making sure that AOG Wealth Management can continue to provide the services our clients have come to expect and deserve. Don’t fret – we passed the audit!
Thank you to our audit team for your expertise and your advice!
This blog article is dedicated to Simba Gosselin [2003-2017].
He was a solid member of the audit team and will be missed.
Securities offered through TD Ameritrade Institutional Services located at 7801 Mesquite Bend Drive, Suite 112, Irving, TX 75063-6043. Investment advisory services offered through AOG Wealth Management, Inc. AOG Wealth Management, Inc. is neither an affiliate nor subsidiary of TD Ameritrade Institutional Services.