The AEGIS Financial Team is growing and expanding their knowledge…
We are proud to highlight a number of our team members who are taking the next step to grow their knowledge and skills in the industry and/or to take the next position with the firm!
- In August, Kristie Hennes, was promoted to Chief Compliance Officer and Director of Operations for the firm. As a result of Kristie’s added responsibilities and Chris’ abilities, this made sense to promote Chris Otte to Operations Associate to assist Kristie with her responsibilities. We wish these two much success in their new positions.
- In September, Brian Rogers, Financial Advisor attended the Raymond James Regional Conference in Chicago. Brian brought back a wealth of information to share with the team.
- In October, Mike Villeneuve was promoted to Financial Advisor. He will continue as an Associate Advisor to many of Bill’s clients as well as take on clients in the Appleton office in the upcoming months. We already know Mike will be very successful in this role.
- In October, the entire team participated in the Excellence in Leadership seminar and luncheon. The presenter, Jenni Carton, author, speaker, business coach and leadership expert loves “putting feet to vision” with her strong Christian faith to coaching others.
- With Mike’s promotion, Brent Robinson was hired to be Associate Advisor on many of Michael Donnan’s clients’ accounts. Brent looks forward to meeting many of you.
- By the winter of 2019, Mike Villeneuve, Financial Advisor, will obtain his Series 66.
What is happening in the months to come?
- Stay tuned to learn more about our new Appleton location!