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
Jessica Dontje, FPQP
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 […]
Team Member Spotlight! Kenji Callahan – Relationship Manager Have you met Kenji? Kenji joined AEGIS Financial in 2022. Kenji’s role is to be one the […]
AEGIS Cares Q4 2022 Giving Plan For our Quarter 4 Giving Plan we donated turkeys and hams to Father Carr’s of Oshkosh and St. Joe’s […]
