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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.

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Wealth Managers & Investment Committee

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Tell us a little about your financial picture and we’ll share our initial recommendations.

Insights from the Specialized Professionals

We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

What are I Bonds and How Do They Fit in My Portfolio?

What are I bonds? I bonds (U.S. Treasury Inflation Adjusted Bonds) are US Treasury Bonds that earn interest based on a combination of a fixed […]

What’s New at AEGIS Financial | Spring 2022

Forbes Best-in-State 2022 We are excited to announce that AEGIS Financial has been named a Best-In-State Wealth Advisor by Forbes Magazine for 2022! This is […]

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