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
Sam Christie
Kenji Callahan
Courtney Deitte
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 […]
The IRS recently released the 2024 contribution limits for health savings accounts (HSAs), as well as the 2024 minimum deductible and maximum out-of-pocket amounts for […]
In early 2022, the IRS issued proposed regulations regarding required minimum distributions (RMDs) to reflect changes made by the Setting Every Community Up for Retirement […]
Approximately 70 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits.1 Although most people receiving Social Security […]
