All AEGIS clients can log into our online portal to view real-time summaries and updates.
In 2021, Angie joined AEGIS Financial as a Client Service Associate. She performs a varying multitude of client services, provides internal office support, is an initial point of contact for the clients of AEGIS Financial, and acts a liaison with the team and our custodian, Raymond James.
Angie has a strong background in the financial services industry. Previous to her current role, she worked at a bank for many years, as a teller and behind the scenes in the depository account area.
If you notice a little accent, you are correct. Angie was born and raised in West Virginia, and she still has family there. In Angie’s spare time, she enjoys spending time with her husband of 32 years, her four children and two grandchildren (and two grand-puppies). She also enjoys being involved with her church, completing small knitting projects, meeting people and baking Christmas cookies!
Back to Our TeamWe 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 […]
As you grow older, your housing needs may change. Maybe you’ll get tired of doing yardwork. You might want to retire in sunny Florida or […]
Caring for your aging parents is something you hope you can handle when the time comes, but it’s the last thing you want to think […]
In today’s corporate environment, cost cutting, restructuring, and downsizing are the norm, and many employers are offering their employees early retirement packages. But how do […]
