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!
Spouse: Travis Roehl
Children’s Name: Step-son Austin and daughter Blakely
Favorite Charities: Children’s Hospital
Favorite Snack: Peanut Butter with Apples
Favorite Store: TJ Maxx or Target
Favorite place you’ve traveled to: Boston, Alaska, London and Italy
How important is a Financial Life Plan? Having a conversation with your advisor will provide you with a clear picture… If you are pondering when […]
A survivor’s survival plan The surprises that come with widowhood don’t have to catch you off guard Losing a spouse, much less planning for it, […]
Pursuing your passions – your new calling Navigated thoughtfully, a career change can be fruitful and rewarding From childhood dreams to higher education to pounding […]