Welcome to the team Lindsey!

May 3rd, 2018 | | AEGIScoop

In March, we welcomed Lindsey Roehl to the AEGIS Financial team. Lindsey previously worked as a Sales Supervision Principal at SII Investments for 4 ½ years. With Lindsey joining our team Lindsey has taken the role as a Client Service Associate II. Lindsey has done an excellent job over the past month working with our Financial Advisors and learning the responsibilities of a Client Service Associate and providing our clients with exceptional service.

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

Take time to get to know Lindsey…

Spouse: Travis Roehl

Children’s Name: Step-son Austin and daughter Blakely

Favorite Charities: Children’s Hospital

Hobbies: Exercising

Favorite Snack: Peanut Butter with Apples

Favorite Store: TJ Maxx or Target

Favorite place you’ve traveled to: Boston, Alaska, London and Italy

Lifestyle Look | Year End Tax Planning | AEGIScoop

Medicare | AEGIScoop

Medicare’s open enrollment season is upon us. That means from now until December 7, you are able to make changes to your Medicare Advantage and […]

Investment Review Appointments | AEGIScoop

As part of our Fiduciary Duty we are encouraged to complete an investment review with you at least annually. During your investment review the team […]

Top