Broker Check

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

Financial Planner

616-975-1300

616-975-9042

randy.koenes@lpl.com

An Experienced Guide Randy Koenes is the Owner of America Group Financial Services, a member of America Group Retirement Strategy Centers, a full service wealth management firm located in Grand Rapids, MI. Randy's education and career...
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Lynne James

Executive Assistant

616-975-1300

616-975-9042

Lynne.James@LPL.com

Lynne James has worked as an Executive Assistant at America Group Financial Services for over 12 years, where she provides administrative and client support, including preparing and maintaining compliance and client files,...
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Ashley Koenes

Administrative Assistant

616-975-1300

616-975-9042

Ashley.Koenes@lpl.com

Ashley prepares Portfolio Evaluations and is responsible for maintaining our paperless file system. Ashley also coordinates the scheduling of client appointments. Ashley is currently attending Grand Valley State University.
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Deborah Koenes

CIC/Operations Manager

616-975-1300

616-975-9042

Deborah.Koenes@lpl.com

Debbie is responsible for marketing events, bookkeeping, special projects and office operations. Debbie recently retired from the insurance industry after 28 years as a Territory Sales Manager. Debbie holds a Certified Insurance...
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David Koenes

LPL Financial Planner

616-975-1300

616-975-9042

David.Koenes@lpl.com

David joined our team in 2014 and is providing sales assistance to our principal Randy Koenes. David does case preparation for client portfolios and assists in research for their financial planning needs. He has completed the...

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