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Kristie brings the knowledge and insight of 25+ years of experience to the AEGIS team, which is integral to the premium client experience enjoyed by our clients on a daily basis.
Responsible for the day-to-day operation of the office, Human Resources, and Marketing for the firm, Kristie first began working with Bill Bowman in 2003 and joined AEGIS Financial in 2011. She has obtained a number of insurance and securities licenses, as well as a bachelor’s degree in Business Administration from the University of Wisconsin – Oshkosh.
Kristie loves to travel with her two daughters, Taylor and MacKenzie. As time allows, she enjoys hiking, bow hunting, roller skating, scrapbooking, attending concerts and cheering for the Green Bay Packers.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 […]