Team

At America Group Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Randy Koenes

Founder, Wealth Manager

616-975-1300

616-975-9042

randy.koenes@lpl.com

Randy has brought together a team of specialists to ensure that every client receives effective, professional, and knowledgeable financialservices. As your licensed Wealth Manager, Randy will develop your custom financial plan. He will...

Lynne James

Client Service Specialist

616-975-1300

616-975-9042

Lynne.James@LPL.com

Lynne ensures that each client receives the highest level of customer care and service. Lynne is responsible for the timely and accurate processing of investment documents, including distributions and contributions. Lynne’s...

Ashley Koenes

Client Relationship Specialist

616-975-1300

616-975-9042

Ashley.Koenes@lpl.com

Ashley develops investment portfolio reviews for our America Group Wealth Management clients. In addition, she is responsible for all aspects of digital and print marketing, social media management, website management, and client...

David Koenes

LPL Registered Sales Assistant

616-975-1300

616-975-9042

david.r.koenes@lpl.com

David is involved with assisting advisors in all aspects of portfoliomanagement. He has worked in the financial sector for over 6years and specializes in innovative and efficient internal businessplanning. David has used his background...

Deborah Koenes

Operations Manager

deborah.koenes@lpl.com

Deborah is involved with Operations and manages Accounting for the company. She brings 30+ years of Insurance experience which provides a broad perspective on the role of a Wealth Management Company.

Have a Question?

Name

Address

Question

Thank you!

Oops!