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.
Amanda is a client services associate working toward becoming an associate wealth advisor.
Connie is a Senior Client Service Associate with AGH Wealth Management and has a long track record in the financial services industry.
Tim Penner has been a licensed financial professional since 2005.
Aidan joined AGH Wealth Management in October 2021. As a Client Service Associate, he provides day-to-day assistance to the firm’s advisors and customer service to its clients.