Client Services Associate
Lydia has been with AOG Wealth Management since early 2014. She brings creativity and innovation to AOG’s office structure and systems. She has a passion for providing exceptional customer service to our clients and prospective clients. She works closely with the advisors for meeting preparation, financial planning support and continuity between meetings for clients. She specializes in assisting our clients with their charitable giving plans. She holds the Series 65 license and is an Investment Advisory Representative (IAR) of AOG Wealth Management, Inc..
Before coming to AOG, Lydia worked as the office manager at a title company in the Northern Virginia area and has expertise in real estate process and procedures. She also was on staff and volunteered with several local non-profit organizations. Lydia is a graduate of Christ for the Nations Institute in Dallas, Texas.
She and her husband, Joe, reside in Raleigh, NC with their rescue dog, Bella. They enjoy cooking together, all things-coffee, traveling, spending time with family and are very involved at their church.