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
Kristie Hennes
Brian Rogers, CFP®
Michael Donnan, CLTC, FIC
Mike Villeneuve
Taylor Helgeson
Julie Christopherson
Elissa Reed
Jenny Boyd
Courtney Krell
Chris Otte
Amanda Ross
We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.
What are I bonds? I bonds (U.S. Treasury Inflation Adjusted Bonds) are US Treasury Bonds that earn interest based on a combination of a fixed […]
Forbes Best-in-State 2022 We are excited to announce that AEGIS Financial has been named a Best-In-State Wealth Advisor by Forbes Magazine for 2022! This is […]
