Founder, Generational Wealth Planner, Consultant & Coach
Using her more than 25 years of experience, Aggie has created a unique and intentional process, tailored to each client’s needs. The process empowers families and their businesses to build and sustain structure and governance, while striking a balance between family dynamics and the intricacies of business ownership. Our clients can then realize a successful and lasting transition of multi-generational stewardship. Agatha is the general partner of her family’s third generation family partnership and has experienced first-hand the complexities of family business.
Agatha has spoken at various conferences on the challenges and opportunities for families in business and of wealth. A wife, mother of four sons, three daughters-in-law and grandmother of four, she still feels it is important to give back and does so by mentoring through Community Outreach and serving on the South Dakota Symphony Orchestra Board and Rotary Club of Downtown Sioux Falls.
Justin supports the team by gathering data, which helps in recognizing the impact that a person’s environment, experiences, upbringing, and belief system will have on their decision making process while working through their financial planning. Justin has a BS in Psychology from SDSU.
Ready to Get Started?
Contact Aggie today to get something on your calendar.