Team
Brad Bechtel leads the AGH Wealth Management team, a group of specialized professionals with broad experience in investment management, cash management, risk management, estate planning, retirement planning, and tax planning.
David Darby is an investment advisor representative through LPL Financial Services and has been a licensed financial professional since 1989.
Brian understands entrepreneurs and specializes in customizing portfolios to manage their appetite for risk vs. return while maintaining the objectives of wealth accumulation and preservation.
Clark is a Certified Plan Fiduciary Advisor and is a financial consultant who holds life, health, Series 6, 7, 63, 66 securities registrations through LPL Financial.
Tim Penner has been a licensed financial professional since 2005.
Amanda is a client services associate working toward becoming an associate wealth advisor.
Shaunna joined AGH Wealth Management in 2019 as a client relationship coordinator.
Sumer joined AGH Wealth Management in 2019.