What’s Happening at AEGIS Financial

Congratulations Will Cochrane & Sam Christie!

Congratulations to Sam Christie and Will Cochrane on recently passing their Series 65 Exam. We are so proud to see all of their hard work pay off and watch them grow here at AEGIS.

    

Will Cochrane, Operations Associate                 Sam Christie, Relationship Manager

                       

Welcome Wendy Hansen

A Big warm welcome to Wendy Hansen. She will be joining our team as of September 3, 2024. She has worked with Bill and Kristie in the past, and we are excited to see her join our team as an Associate Wealth Manager. Welcome Wendy!

 

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!

 

 

Events

Save the Date – AEGIS’s Annual Veterans Breakfast

Our Guest Speaker this year is Brittney Maehl, PMP® Check out more info about her below!

  • Fox Cities native and Hortonville High School graduate, earned a B.S. in Political Science-International Relations from the U.S. Naval Academy.
  • Commissioned as a Surface Warfare Officer, she served on the USS Mesa Verde and USS Nassau, stationed in Norfolk, VA, with roles in Operations and Engineering.
  • After her military service, she transitioned to defense project management and is now a Corporate Risk Manager at Oshkosh Corporation.
  • Active speaker and member of the Oshkosh Corporation Military Network and Diversity Equity and Inclusion council.

 

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. 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.