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
616-975-9042
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
616-975-9042
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
616-975-9042
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
616-975-9042
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