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 […]
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 […]
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 […]
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 […]
