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 has spanned many fields and thus he is able to provide a multidisciplinary approach to the needs of his clients.
Randy earned his Bachelor's degree in Biology and Chemistry and Master's degree in Finance from Grand Valley State University in Allendale, Michigan. He earned his CERTIFIED FINANCIAL PLANNER™ designation from Kaplan University. Randy also is licensed in life, disability, health and long term care insurance.
Randy began practicing at one of Grand Rapids' largest banks. While there he created investment products, statements and managed assets. After several years, Randy left to join a local brokerage firm. After three years at the brokerage firm, Randy started a new venture and founded the Grand Rapids branch of America Group Financial Services to concentrate on financial planning for his clients. Randy has been recognized as a top advisor and has been named to the Patriot's Club, which is awarded to less than 10 percent of LPL's approximately 14,000 advisors nationwide and is based on total production.
Today, Randy focuses exclusively on wealth management and financial planning. Randy advises clients in all areas including investment management, insurance solutions, tax planning, retirement planning, estate planning and Medicaid planning. This allows him to provide integrated options for clients.