What’s new at AEGIS Financial
New Team Members:
Welcome back to Alyssa Korinek as a Client Service Associate! Alyssa is Bill Bowman’s daughter and previously worked for the firm many years ago. Her and her family has recently moved back to the area as a result Alyssa will be assisting with various projects for the firm and the electronic storage of client documents.
Welcome Kevin Wilson to AEGIS Financial as a Financial Advisor. Kevin will be working with clients of ASC Wealth when the purchase takes place in July 2020 and continue to grow the business in Fox Valley and Green Bay area. Kevin previously was an advisor with Raymond James through a Bank in the Green Bay area. Kevin brings many years of prior experience to the firm. We are happy to have him a part of the team.
Promotions on the AEGIS Team:
In October, Mike Villeneuve was promoted to Financial Advisor. Mike will continue to work with Bill Bowman and his Oshkosh clients as well as assisting Bill with 30 households at ASC Wealth. Mike will continue to grow the business at both locations. Mike’s prior knowledge and experience in his prior position at local broker dealer was very helpful in the transition to our own RIA and bringing on a new broker dealer for our variable annuity business. We appreciate Mike’s assistance in helping the firm make the move. We could not have done it without him.
In October, Chris Otte was promoted to Operations Associate. Chris will remain on a few clients’ accounts as the Client Service Associate however, Chris mainly will be assisting Kristie Hennes with the day to day operations and compliance for the firm. Chris was instrumental in the overall conversion to our own RIA and transitioning those variable annuity accounts to Private Client Services. Thank you to Chris for all the extra time and efforts put in over the past 6 months to make the transition smooth for the firm.
In February, Mariah Madell was promoted to Client Service Associate. Mariah has been instrumental in the overall Client Communications to our clients at AEGIS Financial. We are in the midst of interviewing for a replacement for Mariah. We have some big shoes to fill as Mariah has done an exception job in her role as Client Experience Concierge/Client Communication and Business Development. We are very excited to have Mariah accept her new role and assist Michael Donnan with the clients he services.
In October, Kristie Hennes, was promoted to Chief Compliance Officer and Director of Operations for the firm. With our transition to our own RIA (Registered Investment Advisor), it only made sense Kristie be promoted to this position since she was already doing much of this role on a day to day basis. However, the role has increased in size with addition of more staff, clients and additional legal requirements as we are our own RIA. We are indebted to Kristie as she has put her life outside of AEGIS Financial on hold to make this transaction as seamless as possible.
Awards:
Brian Rogers was selected by the Financial Planning Association (FPA) of WI Board of Directors, for a CFP exam scholarship to apply towards his exam fees in March!
FPA were very impressed with his career change and the dedication he has shown towards continuing his education to make a positive impact on his clients’ lives. They hope the CFP designation propels his career forward at AEGIS and allows him to continue helping clients in a holistic way.
Congrats to Brian and wish him much success on his CFP exam in March.
