Welcome to the team Brian & Tyler!

January 16th, 2018 | | AEGIScoop

Welcome to the team Brian and Tyler!

In December, we welcomed Brian Rogers and Tyler Streber to the AEGIS Financial team. Brian, a prior Engineer chose to take his career in a new direction to become a Financial Advisor. Brian is currently a Client Service Associate and is participating in the Raymond James Advisory Mastery Program which is a 24-month comprehensive education program for new financial advisors.  This program teaches a holistic approach to teaching technical and sales skills, the program includes a combination of distance learning, education sessions at Raymond James home office and senior advisor mentoring new advisors for success amid heightened client expectations and higher fiduciary standards. Within the first 6 months, he will obtain his Series 7, Series 66 exams as wells as life and health insurance licenses.  Once the 24 months are completed, he will then be able to sit for the CFP® exam to obtain his CFP® designation.  Wish Brian much success in accomplishing this over the next 2 years and look forward to how he can help the team and clients with AEGIS Financial.

Tyler, currently a sophomore at UW-Oshkosh with an emphasis in Accounting, joined the team working as a Client Service Intern. Tyler works on back office work and is learning our day to day processes. As Tyler is on board, we hope to further his knowledge in the Financial Industry.  Based on his experience here at AEGIS Financial, will help him to decide if he wants to continue his aspirations in the Financial Planning Industry.

We are excited to have Brian and Tyler on board with us. We know they will add great value to our team and those we serve!

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

 

Take time to get to know Brian …

Spouse: Laura Rogers

Children’s Name: Emma and Charlie

Favorite Snack: Chips and French Onion Dip

Hobbies: Soccer, Cycling, Wood Working, Gardening and Golf

Favorite Movie: The Princess Bride

Organizations You Belong To: Planning Council and Properties Team Lead at Living Water Lutheran

Your Ideal Vacation Is: Hawaii

 

 

Take time to get to know Tyler …

Favorite Restaurant:  Culver’s 

Favorite Stores: JCPenny and Dick’s Sporting Goods

Favorite Snack: Cheez-It

Hobbies: I love watching all sports, huge Badger and Packer fan. I enjoy making new playlists on iTunes and listening to music. I also enjoy hanging out with my friends from school.

Favorite Movie: Saving Private Ryan

Any Pets:  Dog named Callie and a cat named Jasmine

Your Ideal Vacation Is:  New York City

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