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Michael Donnan, CLTC, FIC

Wealth Manager

From the perspective of 10+ years as an investment and insurance advisor, Michael supports all aspects of the client experience at AEGIS. He designs each client’s personalized plans and strategies with a proactive commitment to their personal goals and specialized expertise in insurance strategy and risk management.

Michael and his wife Susan live in Appleton with their four young children, Hazel, Elias, Isaiah and Ada. Michael volunteers his time to their church, as well as Habitat for Humanity, Greater Fox Cities Area. He is also involved in Leadership Oshkosh and Oshkosh West Side Association.

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Tell us a little about your financial picture and we’ll share our initial recommendations.

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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Under 70 | Caring for Your Aging Parents

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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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