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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 Team
We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.
If you are struggling to figure out what to do now that your Oshkosh Corporation Pension is terminating, please read on. The team at AEGIS […]
What’s New with the Team! Kenji Passed his Series 65 Exam! A Big Congratulations to Kenji Callahan, Relationship Manager, who passed his Series 65 Exam! […]