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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:
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
We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.
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