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In 2020, Jack joined AEGIS Financial as a student intern majoring in Finance and Information Systems at University of Wisconsin Oshkosh. He supports the team as a Client Service Intern working on special projects, helping to prepare and process paperwork for clients, maintaining our client management system and branch files, and will be mentoring with our Financial Advisors and Client Service Associates.
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 […]
