Insights from the Specialized Professionals

Tax expertise runs deep at AEGIS. We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

Inside Scoop | Welcome to the team Alycia & Brent!

Welcome to the team Alycia & Brent! In August, we welcomed Alycia Rodman to the AEGIS Financial team. Alycia previously worked as an Executive Administrative […]

Inside Scoop | Raymond James Elevate Conference

Raymond James Elevate Conference At the end of April, Bill & Kristie attended the annual Raymond James Financial Services 4 day professional development conference held […]

Inside Scoop | Professional Development Day Recap

Professional Development Day Recap The team at AEGIS Financial hosted their Q2 Professional Development Day on Monday, June 10th in Appleton. The team spent the […]