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Kenji joined AEGIS Financial in 2022. Kenji’s role is to be the main and first point of service contact for the AEGIS clients working with Wealth Managers. The Relationship Managers are here to service each client by participating in client meetings, gaining an understanding of the client’s portfolio, processing all the necessary paperwork to maintain accounts and providing exceptional overall service.
Kenji graduated from Marian University with a bachelor's degree in finance. Kenji’s prior work responsibilities included working for Marian University as a Resident Assistant and Office Manager supporting students.
Kenji lives in Fond du Lac. In his free time, he enjoys playing volleyball, cooking, art, and programming.Back to Our Team
We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.
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