What’s Happening at AEGIS Financial
Welcome Megan Van Driel!
Megan joined our team as the Client Experience Concierge / Event Planner in April 2024! She creates a welcoming experience for clients, performs various client services, and is the initial point of contact for clients. She will also be managing our client events!
Welcome Megan!
To learn more about Megan click HERE
Congratulations Alyssa Doro!
Alyssa was recently promoted to Operations Associate in April 2024! Her new role includes performing various client services, providing internal office support, and more!
Congrats Alyssa!
To learn more about Alyssa and her new role click HERE
AEGIS Testimonials
A few of our clients have volunteered to film testimonial videos with us, sharing how AEGIS Financial has impacted their financial life! Click on the link below to check out their stories and feel free to share it with others!
https://www.youtube.com/playlist?list=PLs01pbearDM9BbaO_a9dGsA_wsnCQmdmV
Past Events
Quarter 2 Professional Development Day
On Wednesday, May 2nd, the AEGIS team convened for our quarterly professional development day. This quarter’s focus? Sharpening our presentation skills for maximum impact. And to cultivate team camaraderie, we ventured to Appleton Axe for a friendly bout of axe throwing, revealing our competitive sides in the process. Check out some pictures below!
AEGIS Introducing Text Messaging!
Exciting news! We’re introducing text messaging for managing appointments in the coming months. It’s a quicker, more convenient way to confirm, reschedule, or cancel appointments. If you prefer not to receive texts, you’ll have the opportunity to opt-out. Expect smoother scheduling and improved communication moving forward. Thanks for your support!
AEGIS Documents Becoming Automated and Esignable!
We have started using Formstack to automate our AEGIS documents, allowing them to be signed electronically either via email or in person at our office. All of these documents are encrypted to ensure maximum security. Some of you may have already received an updated Wealth Management Agreement via email. Going forward, AEGIS Financial plans to rely more heavily on email for secure document transmission, to eliminate the inconvenience of physical paperwork, speed up our processing times, and reduce the risk of identity fraud associated with traditional mail services.
Social Media:
Visit us on our Facebook page, “AEGIS Financial,” and find out what’s happening around the office! We will be posting frequently with birthdays and important events for our team members as well as sharing some helpful articles that could help you with your finances!
Market Update Videos!
Bill Bowman, CPA, and Brian Rogers, CFP, frequently share the Investment Committee’s insights on the market and economy. These videos are emailed to you and available on our YouTube Channel, “AEGIS Financial,” and our Facebook and LinkedIn pages, be sure to like and subscribe.