Welcome to the team Lindsey!
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
Successful Women | Why ‘bring your child to work day’ is so important
Why ‘bring your child to work day’ is so important When you bring a child to work, you introduce them to a whole new world […]
Successful Women | Risk averse – or just aware?
Risk averse – or just aware? Countless studies show that women aren’t as afraid of investment risk as many seem to think. There’s a myth […]
Successful Women | Double the inheritance, double the planning
Double the inheritance, double the planning Women may be in for double the planning when it comes to managing windfalls. Inheritances are a blessing that […]