All AEGIS clients can log into our online portal to view real-time summaries and updates.
In 2021, Connor joined AEGIS Financial as a Client Service Associate. He 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 as a liaison with the team and our custodian, Raymond James.
Connor attended the University of Wisconsin – La Crosse, studying finance, and is currently working on finishing his degree part time. Connor has years of previous experience in the financial services industry, including tax preparation and working as a financial assistant, which makes him a great fit for his role at AEGIS.
Connor currently lives in Waupun, WI where he was born and raised. He is the oldest of four siblings. He enjoys staying active, hunting, and spending time with friends and family. He is also an avid sports follower and plays in multiple leagues in his free time.Back to Our Team
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 […]
The IRS recently released the 2024 contribution limits for health savings accounts (HSAs), as well as the 2024 minimum deductible and maximum out-of-pocket amounts for […]
In early 2022, the IRS issued proposed regulations regarding required minimum distributions (RMDs) to reflect changes made by the Setting Every Community Up for Retirement […]
Approximately 70 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits.1 Although most people receiving Social Security […]