AOG New Client Guide - Flipbook - Page 4
MEET YOUR TEAM
AOG’s Executive Team provides the vision and guidance needed to propel our team forward.
Frederick P. Baerenz, AIF®
James Ortlip, CFP®
Michelle Whitlock, CFP®
President and CEO
fbaerenz@aogwealth.com
CIO, Senior Wealth Advisor
jortlip@aogwealth.com
CFO
mwhitlock@aogwealth.com
Your Advisory Team will help you build and monitor your financial plan, including
managing your investment accounts, while providing continuity between your meetings.
Erin Holt, CFP®
Lydia Gosselin, CFP®
Senior Wealth Advisor
eholt@aogwealth.com
Senior Wealth Advisor
lgosselin@aogwealth.com
Our Administrative Team works behind the scenes running your monthly performance
statements, coordinating any necessary documents and paperwork, and to help your advisors
prepare for and follow up on any meetings and correspondence with you.
Erica Schaeffer
Amanda Pfeifle, FPQP®
Operations Manager
eschaeffer@aogwealth.com
Client Service Manager
apfeifle@aogwealth.com
Susan White
Micah DeCampos
Client Service Specialist
swhite@aogwealth.com
Administrative Assistant
mdecampos@aogwealth.com
