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Our Team

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.

Leadership Team

Wealth Managers & Investment Committee

Relationship Managers & Marketing Dept.

Compliance & Operations

Client Service/Operations Team

Check the background of this firm on FINRA's BrokerCheck

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

Insights from the Specialized Professionals

We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

Estate Planning – Don’t Leave Home Without It! | Advice for Life

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 […]

Annual Financial To-Do List | Under 30

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 […]

Why Don’t All Affluent People Become Wealthy? | Under 40

Perception, hesitation, & poor decisions are factors. Why do some people let their potential for lifetime wealth slip away? Some people are better off economically […]

2022 Contribution Limits | Under 50

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 […]

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