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Twenty Years and Counting…..

by AOG Wealth Management

Twenty years ago Bill Clinton was in his second year as President, Newt Gingrich was about to be elected Speaker of the House of Representatives, and very few people had heard of Osama bin Laden or the iPhone.  However, that was an important year for Susan and Chas, and for Fred Baerenz and AOG Wealth Management.  It was during that year that I received my securities training from Smith Barney, and met my very first clients.  I have been blessed with serving them now for more than twenty years.

During their respective teaching careers, both Susan and Chas were very well-respected educators in the Loudoun County School System.  Chas taught there for more than 30 years, and his retirement party was attended by several members of the School Board, including the Chairman.  He served as a teacher, coach, middle school dean, and assistant principal.  Susan was honored as the Educator of the Year by the Washington Post, and mentored many elementary school principals in Loudoun County.  Both were beloved by their staff, faculty, parents, colleagues and students.

From 2007 to 2010, Susan chaired the first Client Advisory Council for AOG Wealth Management.  Along the way, they have become personal friends to Sheila and me, and the four of us happened to attend a very rainy game between the Washington Nationals and the San Francisco Giants where Randy Johnson won his 300th game.  Due to a family illness, Susan and Chas were unable to attend our 2013 Client Appreciation Dinner, so we set up a special celebration with their family last Friday night.  Pictured with Sheila and Fred are Susan, Chas, their three children, two sons-in-law and daughter-in-law.  Not pictured are their four wonderful grandchildren (who each are AOG clients with their 529 college savings accounts).  We are delighted to be serving into our 3rd decade and our 3rd generation with Chas, Susan and family!


Category: Blog