Director of Operations
Lydia joined AOG Wealth Management in 2014. She holds the Series 65 license and registration as an investment advisor rep, with AOG.
As Director of Operations, Lydia is responsible for office workflows and systems. She oversees the Fund’s daily operations, including trading and cash management. Lydia is a member of the AOGFX Valuation Committee. She also serves as primary liaison to the Fund’s custodial platforms and transfer agent.
Prior to joining AOG, Lydia was Office Manager at a title company, overseeing registration of real property transactions. She has expertise in real estate processes and procedures.
Lydia has a BS in Finance and a MS in Finance with a focus in Financial Planning from Liberty University.