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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.

Client Service/Operations Team

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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 […]

What’s New at AEGIS Financial

Forbes 2023! We are excited to announce that AEGIS Financial has been named a Best-In-State Wealth Advisor by Forbes Magazine for 2023! This is the […]

AEGIS Cares | AEGIScoop

Q2 2023 Giving Plan – Comfort4Kids For AEGIS’s Quarter 2 Giving Plan, we will be donating to the Fox Valley Children’s Hospital in Neenah! We […]

One Plan. One Elite Team

We have continued to enhance the depth of the services we provide and add Team members to support each of our client relationships.  As a […]

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