All AEGIS clients can log into our online portal to view real-time summaries and updates.
Our multi-faceted team consists of financial and client service professionals with distinct specialties and backgrounds. Select the profiles below to learn more about what it’s like to work with the AEGIS team.
William Bowman, CPA
Brian Rogers, CFP®
Michael Donnan, CLTC, FIC
We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.
Every year, we lose clients either expectantly or not. Recently we lost two precious ladies. One expected, one not. One had a spunk we loved […]
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming […]
Perception, hesitation, & poor decisions are factors. Why do some people let their potential for lifetime wealth slip away? Some people are better off economically […]
Is it time to contribute more? Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced […]