Register for Client Education Seminar. Learn More »

Congratulations New Partners!

by AOG Wealth Management

AOG Wealth Management is pleased to announce the addition of three new partners.  This week Jim Ortlip, CFP® Michelle Whitlock, CFP® and Scott Sweat, CFP® all became equity partners in our firm.  This is a step that Sheila and I have discussed since we attended our first practice management program in 2002, and we are thrilled to have begun the process of expanding the ownership of AOG with three esteemed colleagues and close personal friends.

This process gives additional responsibilities to Jim, Michelle and Scott, and further encourages them to help AOG improve our client services and enhance our general client experience. We hope it also gives clients confidence in both our short and long-term standing as a company.  We are delighted to be taking this important step both as a company and personally.  Please make sure to congratulate Jim, Michelle and Scott at your next opportunity.

Scott Sweat, Sheila Baerenz, Fred Baerenz, Michelle Whitlock, Jim Ortlip

Left to right: Scott Sweat, Sheila Baerenz, Fred Baerenz, Michelle Whitlock, Jim Ortlip

Category: Company Updates