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Jack Zeihen

Operations Intern

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.

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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

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70 + Older | Housing Options for Older Individuals

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 […]

Under 70 | Caring for Your Aging Parents

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 […]

Under 60 | Evaluating an Early Retirement Offer

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 […]

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