At AOG Wealth Management, we are constantly striving to “raise the bar” on our ability to deliver extraordinary service to our clients. With that in mind, I am pleased to announce that we have promoted Michelle Whitlock from Business Manager to Client Service Manager. Having Michelle in this new role will further enhance our ability to meet your wealth management needs. As the architect implementing our new Risk Tolerance Questionnaires, Investment Policy Statements and the conversion to the Orion reporting system, Michelle has a clear understanding of each client’s risk tolerance and investment portfolio. Michelle is replacing Karen Klenk, who resigned earlier this month for personal reasons. Michelle is a Certified Financial Planner, holds the FINRA Series 7 and 66 licenses, and has a Bachelor’s Degree in Finance. She has been working these last 6 months with Karen to ensure a smooth transition, and has personally reviewed each and every client portfolio. In addition to her other duties, last year, she supervised the AOG application with the Securities and Exchange Commission to be a Registered Investment Advisor, and provided oversight for our first annual audit for compliance and procedural review.
Please join me in congratulating Michelle in this new endeavor.
Fred Baerenz, AIF
President & CEO