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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 Happening at AEGIS Financial

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 & Q1 2023

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 […]

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