Previous
Our Team William Bowman Michael Donnan Brian Rogers Mike Villeneuve Kevin Wilson Chris Otte Tyler Streber Kristie Hennes Mariah Madell Alycia Rodman
Check the background of this firm on FINRA's BrokerCheck
Our Team

Our multi-faceted team consists of nine financial and client service professionals, each with distinct specialties and backgrounds. Select the names above or scroll through using the arrows, in order to view full profiles on each AEGIS professional.

Advisory Team
Client Services Team
Next
Previous
Our Team William Bowman Michael Donnan Brian Rogers Mike Villeneuve Kevin Wilson Chris Otte Tyler Streber Kristie Hennes Mariah Madell Alycia Rodman
Check the background of this firm on FINRA's BrokerCheck
William Bowman, CPA
President
Senior Advisor

William (Bill) Bowman is a 26-year veteran of the industry, a highly credentialed professional and an active member of the community of Oshkosh. As a Certified Public Accountant, Bill’s accounting expertise has led the AEGIS team to specialize in a tax-efficient approach to wealth management.

Read more

Refer William Bowman to your business partner or friend. 

Advisory Team
Client Services Team
Next
Previous
Our Team William Bowman Michael Donnan Brian Rogers Mike Villeneuve Kevin Wilson Chris Otte Tyler Streber Kristie Hennes Mariah Madell Alycia Rodman
Check the background of this firm on FINRA's BrokerCheck
Michael Donnan, CLTC
Advisor

From the perspective of 10+ years as an investment and insurance advisor, Michael supports all aspects of the client experience at AEGIS. He designs each client’s personalized plans and strategies with a proactive commitment to their personal goals and specialized expertise in insurance strategy and risk management.

Read more

Refer Michael Donnan to your business partner or friend. 

Advisory Team
Client Services Team
Next
Previous
Our Team William Bowman Michael Donnan Brian Rogers Mike Villeneuve Kevin Wilson Chris Otte Tyler Streber Kristie Hennes Mariah Madell Alycia Rodman
Check the background of this firm on FINRA's BrokerCheck
Brian Rogers
AAMS, Advisor

After nearly 10 years in the engineering field, Brian joined AEGIS Financial in 2017 as a Client Service Associate. In 2018, he acquired securities registrations, insurance licenses and the Accredited Asset Management Specialist designation and is currently enrolled in the Advisory Mastery Program through Raymond James.

Read more

Refer Brian Rogers to your business partner or friend. 

Advisory Team
Client Services Team
Next
Previous
Our Team William Bowman Michael Donnan Brian Rogers Mike Villeneuve Kevin Wilson Chris Otte Tyler Streber Kristie Hennes Mariah Madell Alycia Rodman
Check the background of this firm on FINRA's BrokerCheck
Mike Villeneuve
Financial Advisor

Mike joined AEGIS Financial in 2018 as a Client Service Associate II. He brings 15 years of financial services experience to the firm. Mike enjoys helping individuals and families plan for and achieve their personal financial goals for education, retirement and philanthropy. Mike was promoted to Financial Advisor in September 2019.

Read more

Refer Mike Villeneuve to your business partner or friend. 

Advisory Team
Client Services Team
Next
Previous
Our Team William Bowman Michael Donnan Brian Rogers Mike Villeneuve Kevin Wilson Chris Otte Tyler Streber Kristie Hennes Mariah Madell Alycia Rodman
Check the background of this firm on FINRA's BrokerCheck
Kevin Wilson
Financial Advisor

AAfter 25 years as a member of the Chicago Board of Trade, Kevin moved back to Northern Wisconsin to become a Financial Advisor in 2016. His focus has always been about relationships, education, and risk management. He uses a holistic approach to provide concierge service to each client.

Read more

Refer Kevin Wilson to your business partner or friend. 

Advisory Team
Client Services Team
Next
Previous
Our Team William Bowman Michael Donnan Brian Rogers Mike Villeneuve Kevin Wilson Chris Otte Tyler Streber Kristie Hennes Mariah Madell Alycia Rodman
Check the background of this firm on FINRA's BrokerCheck
Chris Otte
Operations Associate

Chris has been providing administrative and client service support for over 25 years, which is evident in the proactive support she delivers to all AEGIS clients. She is responsible for maintaining the practice’s high standards of communication and accountability.

Read more

Refer Chris Otte to your business partner or friend. 

Advisory Team
Client Services Team
Next
Previous
Our Team William Bowman Michael Donnan Brian Rogers Mike Villeneuve Kevin Wilson Chris Otte Tyler Streber Kristie Hennes Mariah Madell Alycia Rodman
Check the background of this firm on FINRA's BrokerCheck
Tyler Streber
Intern

Tyler supports our Client Service team as a student intern. Currently a Sophomore studying at the University of Wisconsin in Oshkosh, Tyler is majoring in Finance and Economics.

Read more

Refer Tyler Streber to your business partner or friend. 

Advisory Team
Client Services Team
Next
Previous
Our Team William Bowman Michael Donnan Brian Rogers Mike Villeneuve Kevin Wilson Chris Otte Tyler Streber Kristie Hennes Mariah Madell Alycia Rodman
Check the background of this firm on FINRA's BrokerCheck
Kristie Hennes
Chief Compliance Officer & Director of Operations

Kristie brings the knowledge and insight of 25+ years of experience to the AEGIS team, which is integral to the premium client experience enjoyed by our clients on a daily basis.

Read more

Refer Kristie Hennes to your business partner or friend. 

Advisory Team
Client Services Team
Next
Previous
Our Team William Bowman Michael Donnan Brian Rogers Mike Villeneuve Kevin Wilson Chris Otte Tyler Streber Kristie Hennes Mariah Madell Alycia Rodman
Check the background of this firm on FINRA's BrokerCheck
Mariah Madell
Business Development and Client Communications

Mariah represents the team at community and business-building events, coordinates the AEGIS Cares giving plan, and helps build client relationships. She also assists in completing crucial operational tasks and ensuring every call and email is answered promptly.

Read more

Refer Mariah Madell to your business partner or friend. 

Advisory Team
Client Services Team
Next
Previous
Our Team William Bowman Michael Donnan Brian Rogers Mike Villeneuve Kevin Wilson Chris Otte Tyler Streber Kristie Hennes Mariah Madell Alycia Rodman
Check the background of this firm on FINRA's BrokerCheck
Alycia Rodman
Client Service Associate

After several years in the financial services industry, Alycia Rodman joined AEGIS Financial in 2019 as a Client Service Associate. She provides internal office support as well as client-facing administration and coordination.

Read more

Refer Alycia Rodman to your business partner or friend. 

Advisory Team
Client Services Team
Next
William Bowman, CPA
President
Senior Advisor

William (Bill) Bowman is a 26-year veteran of the industry, a highly credentialed professional and an active member of the community of Oshkosh. As a Certified Public Accountant, Bill’s accounting expertise has led the AEGIS team to specialize in a tax-efficient approach to wealth management.

Bill came to the practice in 2011. Since that time, he has built up a team of experienced, specialized professionals, developed a personalized process for tax-efficient wealth planning, and instilled the name AEGIS Financial, to signify the team’s commitment to supporting clients and preserving their wealth.

Bill holds a Bachelor of Business Administration from the University of Wisconsin, as well as a number of financial licenses and credentials. He also holds several roles in the community of Oshkosh, including:

Bill lives in Oshkosh with his wife, Shawnee, and their three children, Alyssa, Austin and Mikayla. They also have three grandchildren, and enjoy spending time with family at their cabin in Mountain.

Refer William Bowman to your business partner or friend.

Michael Donnan, CLTC
Advisor

From the perspective of 10+ years as an investment and insurance advisor, Michael supports all aspects of the client experience at AEGIS. He designs each client’s personalized plans and strategies with a proactive commitment to their personal goals and specialized expertise in insurance strategy and risk management.

Michael and his wife Susan live in Appleton with their four young children, Hazel, Elias, Isaiah and Ada. Michael volunteers his time to their church, as well as Habitat for Humanity, Greater Fox Cities Area. He is also involved in Leadership Oshkosh and Oshkosh West Side Association.

Refer Michael Donnan to your business partner or friend.

Kristie Hennes
Chief Compliance Officer & Director of Operations

Kristie brings the knowledge and insight of 25+ years of experience to the AEGIS team, which is integral to the premium client experience enjoyed by our clients on a daily basis.

Responsible for the compliance and day-to-day operation of the office, Kristie first began working with Bill Bowman in 2003 and joined AEGIS Financial in 2011. She holds a number of insurance and securities licenses, as well as a Bachelor’s degree in Business Administration from the University of Wisconsin. She is also a member of Professional Women’s Connection.

Kristie loves to travel with her two daughters, Taylor and MacKenzie. As time allows, she enjoys hiking, bow hunting, roller skating, scrapbooking, attending concerts and cheering for the Green Bay Packers.

Refer Kristie Hennes to your business partner or friend.

Chris Otte
Operations Associate

Chris has been providing administrative and client service support for over 25 years, which is evident in the proactive support she delivers to all AEGIS clients. She is responsible for maintaining the practice’s high standards of communication and accountability.

Chris is also a Notary Public for the State of Wisconsin and a member of Professional Women’s Connection. She holds an Associate’s degree in Liberal Arts from the University of Wisconsin, has her life insurance license and has completed her Security Industry Essentials (SIE) exam.

She and her husband Kevin have three children and two grandchildren. They live in Fond du Lac, where they own a business called Street Pedalers. When Chris is not working at AEGIS Financial, you may see her driving around Fond Du Lac in one of their pedicabs. She also enjoys reading and spending time with family.

Refer Chris Otte to your business partner or friend.

Mariah Madell
Business Development and Client Communications

Mariah represents the team at community and business-building events, coordinates the AEGIS Cares giving plan, and helps build client relationships. She also assists in completing crucial operational tasks and ensuring every call and email is answered promptly.

Mariah studied Hotel & Hospitality at Moraine Park Technical College before spending three years in the hospitality industry, and another two years in administrative roles. She is a member of Propel Oshkosh Young Professionals and attends many of the Oshkosh Chamber events. She also enjoys staying active and spending time with her family. Mariah lives with her husband Jason in Neenah.

Refer Mariah Madell to your business partner or friend.

Brian Rogers
AAMS, Advisor

After nearly 10 years in the engineering field, Brian joined AEGIS Financial in 2017 as a Client Service Associate. In 2018, he acquired securities registrations, insurance licenses and the Accredited Asset Management Specialist designation and is currently enrolled in the Advisory Mastery Program through Raymond James. Brian’s detail oriented personality made him a great fit to create individual Financial Life Plans for clients, and so he supported the team as Associated Advisor in this capacity until he was promoted to Advisor at the end of 2018.

Brian holds a Bachelor of Science in Civil Engineering from the University of Wisconsin Platteville, and also holds the Series 7, 66 and Wisconsin Life and Health Insurance license.

Brian lives in Omro with his wife Laura and their children, Emma and Charles. He enjoys biking, hunting, playing soccer and coaching his children’s sports teams. Brian is also a board member for his church.

Refer Brian Rogers to your business partner or friend.

Tyler Streber
Intern

Tyler supports our Client Service team as a student intern. Currently a Sophomore studying at the University of Wisconsin in Oshkosh, Tyler is majoring in Finance and Economics. He will be helping to prepare and process paperwork for clients, to maintain our client management system and branch files, and to direct calls from our front desk.

Refer Tyler Streber to your business partner or friend.

Mike Villeneuve
Financial Advisor

Mike joined AEGIS Financial in 2018 as a Client Service Associate II. He brings 15 years of financial services experience to the firm. Mike enjoys helping individuals and families plan for and achieve their personal financial goals for education, retirement and philanthropy. Mike was promoted to Financial Advisor in September 2019.

Mike has a Bachelor’s in Mathematics from Marquette University and a Master’s Degree in Higher Education Administration from UW-Madison. He also holds the Series 6, 7, 24, & 63 securities licenses.

Mike lives in Oshkosh with his wife Jenni and their three children, Jaxson, Will and Lila. Outside of work he keeps busy attending his kids’ sports and theater events. He also enjoys golfing, traveling, reading and following Wisconsin sports teams. Mike is active in his children’s youth sports organizations and his church.

Refer Mike Villeneuve to your business partner or friend.

Alycia Rodman
Client Service Associate

After several years in the financial services industry, Alycia Rodman joined AEGIS Financial in 2019 as a Client Service Associate. She provides internal office support as well as client-facing administration and coordination.

Also a Notary Public, Alycia is originally from South Dakota, where she earned her Associate’s degree in Applied Science from the National American University. Outside of work she enjoys biking, sailing and going to parks with her son William.

Refer Alycia Rodman to your business partner or friend.

Kevin Wilson
Financial Advisor

After 25 years as a member of the Chicago Board of Trade, Kevin moved back to Northern Wisconsin to become a Financial Advisor in 2016. His focus has always been about relationships, education, and risk management. He uses a holistic approach to provide concierge service to each client.

Kevin holds a Bachelor of Arts degree from Northwestern University, as well as Series 7, 66, and Illinois and Wisconsin Life and Health Licenses. He lives in Baileys Harbor with his son Craig. He enjoys biking and volunteer work thru Rotary of Door County North, and he is also active in several churches in Door County.

Refer Kevin Wilson to your business partner or friend.

We’re hiring!

The AEGIS culture is defined by the character of its team members and a common drive to exceed client expectations. If you’re interested in becoming a part of the AEGIS family, download our open position descriptions below for more information, and submit your cover letter and resume by email to: kristie.hennes@aegisfinancialplanners.com

Tell us a little about your financial picture and we’ll share our initial recommendations.

Insights from the Specialized Professionals

Tax expertise runs deep at AEGIS. We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

70+ | Put it in a Letter

Put it in a Letter Express your wishes. Actor Lee Marvin once said, “As soon as people see my face on a movie screen, they […]

Under 70 | Insurance Needs for Empty Nesters and Retirees

Insurance Needs for Empty Nesters and Retirees Thinking about coverage as you enter a new phase. With the children now out of the house, financial […]

Under 60 | I.R.S. Raises Limits

The I.R.S. just announced the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here’s a quick look at […]

Read More

Top