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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.
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! […]