Get Started

Log in from anywhere.

All AEGIS clients can log into our online portal to view real-time summaries and updates.

Access your account
Client Access Tutorials

Get Started

How did you hear about us?

Facebook LinkedIn YouTube
Back to Our Team

A Few Words from the President of AEGIS Financial

Refer William Bowman to your business partner or friend.

William Bowman, CPA

President, Wealth Manager

William (Bill) Bowman is a 26-year veteran of the industry, a highly credentialed professional and an active member of the community of Oshkosh. As a Certified Public Accountant, Bill’s accounting expertise has led the AEGIS team to specialize in a tax-efficient approach to wealth management.

Bill came to the practice in 2011. Since that time, he has built up a team of experienced, specialized professionals, developed a personalized process for tax-efficient wealth planning, and instilled the name AEGIS Financial, to signify the team’s commitment to supporting clients and preserving their wealth.

Bill holds a Bachelor of Business Administration from the University of Wisconsin, as well as a number of financial licenses and credentials. He also holds several roles in the community of Oshkosh, including:

  • Past President of a private school board
  • Past Vice President, Treasurer and Finance Committee Member of a non-profit organization
  • Frequently teaches and coordinates financial classes in the community
  • Active in local church leadership
  • Board Member of the Winnebago Estate Planning Council
  • Board Member of Excellence in Leadership
  • Member of the Oshkosh Southwest Rotary
  • Member of Oshkosh West Side Association
  • Member of Bay Lakes Council Trust
  • Member of the Financial Planning Association

Bill lives in Oshkosh with his wife, Shawnee, and their three children, Alyssa, Austin and Mikayla. They also have three grandchildren, and enjoy spending time with family at their cabin in Mountain.

Back to Our Team
Check the background of this firm on FINRA's BrokerCheck

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.

Oshkosh Corporation Employees! You Must Make a Pension Election by September 1st!

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 | AEGIScoop

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! […]

Read More