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Staff Accomplishments

At AOG, continued growth and education are key parts of our team’s annual goals.  Whether it be a new professional designation, training conference, or continuing education course, we are regularly looking for opportunities to boost our experience and knowledge to better continue to serve our clients.  We’d like to take a few moments to celebrate […]

Cheers to Fred

Congratulations are in order for Fred Baerenz and Jim Ortlip who were once again nominated by their peers for inclusion in Northern Virginia Magazine’s ranking of Top Financial Professionals for 2018 in their September Issue. 

AOG Education Event Recap – Conservation Easements

Recently, accredited clients of AOG were given the opportunity to hear the latest information relating to conservation easements. Jack Hollander, vice president of capital formation at Ecovest was the guest speaker for the dinner event hosted at McCormick and Schmick’s in the Reston Town Center. Joining him for the event was Vern Burling, Vice president […]

The Annual AOG Retreat

Each year, the AOG Wealth Management Team sets aside one day for an annual staff outing and team building day.  This year, we kicked off the day by testing our problem-solving and analytical skills at a Breakout Room in Falls Church.  One team worked to solve a mystery at a casino while the other sought […]