Inside Scoop | What’s new at AEGIS Financial?

May 4th, 2020 | | AEGIScoop

What’s new at AEGIS Financial?

New Team Members:

Welcome Jack Zeihen to AEGIS Financial as a Client Service Intern.  Jack joined AEGIS Financial as a student intern majoring in Finance and Information Systems at University of Wisconsin Oshkosh. He supports the team as a Client Service Intern working on special projects, helping to prepare and process paperwork for clients, to maintain our client management system and branch files, and will be mentoring with our Financial Advisors and Client Service Associates.

Welcome Jen Wucinski to AEGIS Financial as a Client Service Associate I.  Jen is responsible for participating in client meetings, transcribing notes for the meetings, processing all the necessary paperwork to maintain client accounts and providing exceptional customer service of all investment accounts.

Jen graduated from the University of Wisconsin Madison with a Bachelor of Arts in International Studies. Since graduating, she has worked in a highly technical customer service position. She enjoys tutoring, literacy, and mentoring to refugee children through Sea Literacy.  Jen recently purchased a hobby farm in Weyauwega. They are looking to raise goats and chicks.

Promotions on the AEGIS Team:

On May 16th, Tyler Streber will graduate from the University of Oshkosh with a bachelor’s in Business Administration with an emphasis in Finance. Tyler will become full time with AEGIS Financial effective May 18th as a Customer Service Associate with aspirations of getting his Series 66 and becoming a future Financial Advisor with our firm. As Tyler fulfills his career path, he will be mentoring and working daily with those AEGIS Financial Clients’ that work with our Advisor, Brian Rogers.  We want to congratulate Tyler on his college graduation and joining our team fulltime.

Awards:

Brian J. Rogers, AAMS, CFP®, Advisor at AEGIS Financial in Oshkosh, WI in March has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Mr. Rogers has worked at AEGIS Financial since 2017 and is responsible for sustaining exceptional knowledge of investments and personalized planning strategies. The AEGIS team is not only proud of him, but thankful to have him as part of the team.

Education:

Advisors, Kevin Wilson and Michael Donnan attended a Long-Term Care webinar on March 26th and 27th through Financial Planners Association. Both Kevin and Michael will test for the Long-Term Care Certification at the end of April.

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