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Our Team William Bowman James Allan Michael Donnan Brian Rogers Mike Villeneuve Nathan Schleicher Kevin Wilson Kristie Hennes Chris Otte Mariah Madell Alycia Rodman Alyssa Korinek Julie Christopherson Tyler Streber
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Our Team

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

Advisory Team
Client Services Team
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Our Team William Bowman James Allan Michael Donnan Brian Rogers Mike Villeneuve Nathan Schleicher Kevin Wilson Kristie Hennes Chris Otte Mariah Madell Alycia Rodman Alyssa Korinek Julie Christopherson Tyler Streber
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William Bowman, CPA
President

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.

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Refer William Bowman to your business partner or friend. 

Advisory Team
Client Services Team
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Our Team William Bowman James Allan Michael Donnan Brian Rogers Mike Villeneuve Nathan Schleicher Kevin Wilson Kristie Hennes Chris Otte Mariah Madell Alycia Rodman Alyssa Korinek Julie Christopherson Tyler Streber
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James Allan
Investment Advisor Representative
President and Founder of ASC Wealth

Jim has over 42 years of experience in working with businesses and individual clients to help them accomplish their investment and retirement planning goals. This includes working with 401(k), profit sharing, and pension plans to help design, implement, and provide ongoing investment management services.

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Refer James Allan to your business partner or friend. 

Advisory Team
Client Services Team
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Our Team William Bowman James Allan Michael Donnan Brian Rogers Mike Villeneuve Nathan Schleicher Kevin Wilson Kristie Hennes Chris Otte Mariah Madell Alycia Rodman Alyssa Korinek Julie Christopherson Tyler Streber
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Michael Donnan, CLTC
Financial 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.

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Refer Michael Donnan to your business partner or friend. 

Advisory Team
Client Services Team
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Our Team William Bowman James Allan Michael Donnan Brian Rogers Mike Villeneuve Nathan Schleicher Kevin Wilson Kristie Hennes Chris Otte Mariah Madell Alycia Rodman Alyssa Korinek Julie Christopherson Tyler Streber
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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.

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Refer Brian Rogers to your business partner or friend. 

Advisory Team
Client Services Team
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Our Team William Bowman James Allan Michael Donnan Brian Rogers Mike Villeneuve Nathan Schleicher Kevin Wilson Kristie Hennes Chris Otte Mariah Madell Alycia Rodman Alyssa Korinek Julie Christopherson Tyler Streber
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.

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Refer Mike Villeneuve to your business partner or friend. 

Advisory Team
Client Services Team
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Our Team William Bowman James Allan Michael Donnan Brian Rogers Mike Villeneuve Nathan Schleicher Kevin Wilson Kristie Hennes Chris Otte Mariah Madell Alycia Rodman Alyssa Korinek Julie Christopherson Tyler Streber
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Nathan Schleicher C(K)P®, CBC
Financial Advisor

Nathan Schleicher is a Certified 401(k) Professional by The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education.

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Refer Nathan Schleiche to your business partner or friend. 

Advisory Team
Client Services Team
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Our Team William Bowman James Allan Michael Donnan Brian Rogers Mike Villeneuve Nathan Schleicher Kevin Wilson Kristie Hennes Chris Otte Mariah Madell Alycia Rodman Alyssa Korinek Julie Christopherson Tyler Streber
Check the background of this firm on FINRA's BrokerCheck
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.

Read more

Refer Kevin Wilson to your business partner or friend. 

Advisory Team
Client Services Team
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Previous
Our Team William Bowman James Allan Michael Donnan Brian Rogers Mike Villeneuve Nathan Schleicher Kevin Wilson Kristie Hennes Chris Otte Mariah Madell Alycia Rodman Alyssa Korinek Julie Christopherson Tyler Streber
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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.

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Refer Kristie Hennes to your business partner or friend. 

Advisory Team
Client Services Team
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Our Team William Bowman James Allan Michael Donnan Brian Rogers Mike Villeneuve Nathan Schleicher Kevin Wilson Kristie Hennes Chris Otte Mariah Madell Alycia Rodman Alyssa Korinek Julie Christopherson Tyler Streber
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.

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Refer Chris Otte to your business partner or friend. 

Advisory Team
Client Services Team
Next
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Our Team William Bowman James Allan Michael Donnan Brian Rogers Mike Villeneuve Nathan Schleicher Kevin Wilson Kristie Hennes Chris Otte Mariah Madell Alycia Rodman Alyssa Korinek Julie Christopherson Tyler Streber
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 James Allan Michael Donnan Brian Rogers Mike Villeneuve Nathan Schleicher Kevin Wilson Kristie Hennes Chris Otte Mariah Madell Alycia Rodman Alyssa Korinek Julie Christopherson Tyler Streber
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.

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Refer Alycia Rodman to your business partner or friend. 

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

Alyssa joins the team part time as a Client Service Associate to work in specialty areas within the team such as onboarding new clients or assisting those widowed clients with the processing of paperwork due to the passing of their loved one.

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Refer Alyssa Korinek to your business partner or friend. 

Advisory Team
Client Services Team
Next
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Our Team William Bowman James Allan Michael Donnan Brian Rogers Mike Villeneuve Nathan Schleicher Kevin Wilson Kristie Hennes Chris Otte Mariah Madell Alycia Rodman Alyssa Korinek Julie Christopherson Tyler Streber
Check the background of this firm on FINRA's BrokerCheck
Julie Christopherson
Executive Director of Client Relations

Julie is the Executive Director of Client Relations for ASC Wealth & Retirement Advisors, LLC. She serves as the primary liaison between the custodian of our clients’ assets and our clients, providing administrative support as well as overseeing the daily operations of the firm.

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Refer Julie Christopherson to your business partner or friend. 

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

Tyler first joined AEGIS Financial as a student intern and Sophomore at the University of Wisconsin in Oshkosh. He now supports the team as a Client Service Associate, 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.

Read more

Refer Tyler Streber to your business partner or friend. 

Advisory Team
Client Services Team
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William Bowman, CPA
President

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.

James Allan
Investment Advisor Representative
President and Founder of ASC Wealth

Jim has over 42 years of experience in working with businesses and individual clients to help them accomplish their investment and retirement planning goals. This includes working with 401(k), profit sharing, and pension plans to help design, implement, and provide ongoing investment management services. He graduated from the University of Wisconsin-Eau Claire in 1977 with a BBA in Comprehensive Public Accounting. He went on to spend six years in the accounting industry which included three as a senior tax accountant with Deloitte Haskins & Sells in their Appleton, Wisconsin office. During this time, he worked closely with small business owners to develop their income tax, estate, and retirement plans.

In 1986, Jim co-founded the investment advisory firm of Allan Haugner & Hunt Inc., which served corporate and individual investment clients throughout Wisconsin for 23 years. In 2015, Jim and his team formed ASC to provide comprehensive retirement and wealth management services to healthcare professionals and small business owners. The team at ASC is dedicated to providing exceptional service to a select group of businesses and individual clients in regard to their retirement and investment planning needs. We work with our clients to establish clear goals and realistic expectations while growing their assets.

Jim resides in Oshkosh. He enjoys boating, photography, following the Badgers/Packers, and spending time with family and friends.

Refer William Bowman to your business partner or friend.

Michael Donnan, CLTC
Financial 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
Client Service Associate I

Tyler first joined AEGIS Financial as a student intern and Sophomore at the University of Wisconsin in Oshkosh. He now supports the team as a Client Service Associate, 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.

Nathan Schleicher C(K)P®, CBC
Certified 401(k) Professional, Cash Balance Consultant
Investment Advisor Representative

Nathan Schleicher is a Certified 401(k) Professional by The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education.

The C(k)P® Certified 401(k) Professional Designation represents the pinnacle of achievement for the professional Retirement Plan Advisor, recognizing a combination of substantial practical retirement plan management experience, and the completion of a comprehensive and highly specialized educational program. To earn the right to use the C(k)P® designation requires more than just academic aptitude. A financial professional must have demonstrated real world application of the core competencies taught in the classroom.

Since 2005, Nathan has dedicated his career specializing in 401(k)’s and other qualified retirement plans. His main focus is on advising corporations and executives on how to conduct fiduciary best practices for their retirement plans. This includes assistance with investment due diligence, plan compliance, and implementing and monitoring successful retirement plans.

Nathan has helped build a successful 401(k) advisory consulting practice by providing corporations with proven strategies that have resulted in improved outcomes for participants and reduced liability for employers.

As a plan sponsor and participant advocate, Nathan’s expertise in vendor negotiations has resulted in lowering total plan and administrative costs for plans of all sizes. Nathan’s interest in behavioral finance has helped plan sponsors understand how plan design can dramatically improve their employees’ ability to successfully retire.

Nathan attended Appleton West High School and then majored in Finance with an emphasis on Investment Management as an undergraduate and earned his B.S. from Ferris State University in Michigan.

Nathan lives in Appleton with his wife, Erin and outside of work he keeps busy with golfing, martial arts, drumming, traveling and following Wisconsin sports teams.

Refer Nathan Schleiche to your business partner or friend.

Alyssa Korinek
Client Service Associate

Alyssa joins the team part time as a Client Service Associate to work in specialty areas within the team such as onboarding new clients or assisting those widowed clients with the processing of paperwork due to the passing of their loved one. She has held administrative roles for seven years in financial and non-profit industries, most recently working as an Executive Assistant in a large Chicago based organization.

Alyssa (Bill Bowman’s eldest daughter) and her husband Ben recently moved back to the area with their three young sons-Zarin, Ezra and Levi. When she gets a break from kid chaos, you can find her grabbing coffee with a friend, redecorating her house, or participating in church ministries.

Refer Alyssa Korinek to your business partner or friend.

Julie Christopherson
Executive Director of Client Relations

Julie is the Executive Director of Client Relations for ASC Wealth & Retirement Advisors, LLC. She serves as the primary liaison between the custodian of our clients’ assets and our clients, providing administrative support as well as overseeing the daily operations of the firm. Also core to Julie’s responsibilities is her representation of many internal projects, including our ongoing commitment to process improvement. Her warm and enthusiastic personality, along with her attention to detail, systematic approach, and respect for confidentiality are just a few of the many valuable qualities she brings to her work.

Julie has been in the financial services industry for more than 20 years. For the first 4 years her focus was on banking and for the last few years she has devoted her talents to investments. She has passed the investment industry’s series 7 & 66 exams.

Julie resides in Menasha with her significant other, Pete, and their Border Collie, Tucker. In her spare time, she enjoys reading, walking, biking, going up north to her cabin, and spending time with friends and family.

Refer Julie Christopherson 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@aegis4me.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.

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