It takes a team

We are committed to helping our clients
build and preserve their wealth.

Advisors helping the middle market for more than 30 years

Committed to helping our clients build and preserve wealth, AGH’s leadership team is experienced and stable; many of our senior leaders have been with the firm for 20 or more years. Under this team, the firm has increased its client service activities fivefold since we became an independently owned company in 1987. All senior leaders may be contacted through AGH’s toll-free main number, 844.577.1122, or by the contact information found on their individual page below.

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Advisory services

Carrie Cox HR services

Carrie Cox

Vice President
HR & Org. Development Services

Cathy Mitchell business valuation services

Cathy Mitchell, ABV

Senior Vice President
Business Valuation Services

Daniel White organizational development services

Daniel White

Vice President
Org. Development & Family Business Services