Team Member Spotlight!
Kenji Callahan – Relationship Manager
Have you met Kenji?
Kenji joined AEGIS Financial in 2022. Kenji’s role is to be one the main and first points of service contacts for the AEGIS clients working with Wealth Managers. The Relationship Managers are here to service each client by participating in client meetings, gaining an understanding of the client’s portfolio, processing all the necessary paperwork to maintain accounts and providing exceptional overall service. If you have questions about your Relationship or Wealth Managers role in your accounts at AEGIS, please ask?
Kenji graduated from Marian University with a bachelor’s degree in Finance. In previous roles Kenji has worked as a Resident Assistant supporting students and as an Office Manager.
Kenji lives in Fond du Lac. In his free time, he enjoys playing volleyball, cooking, art, and programming.
Kenji has been doing a fantastic job in his role, and we can’t wait to see what the future brings!
New Team Members!
Jessica Dontje, FPQP® – Wealth Manager
Jessica brings 20 years of insurance and financial services experience to the firm and holds a 65 license. She helps people align their finances with what is important to them so they can find confidence, balance, and peace along the way.
Jessica holds her FPQP® designation for Financial Paraplanner Qualified Professional.
Jessica lives in Shiocton with her husband Jamie and their cat Lucy. Jessica has two sons, Justin and Jonathan and two stepdaughters, Samantha and Monica. In her spare time, she enjoys spending time with her husband traveling on motorcycle with many of their friends; giving back to her community, and when time permits, she likes to get the fishing line wet or swing a few golf clubs.
Sam Christie – Relationship Manager
With a great reference from a prior Wealth Manager that worked for AEGIS Financial; Sam joined AEGIS in 2023. Sam’s role is to be one the main and first points of service contacts for the AEGIS clients working with Wealth Managers. As a Relationship Manager, Sam is here to service the clients by participating in client meetings, taking the notes during the meeting to get a great understanding of the client’s portfolio, processing all the necessary paperwork to maintain client accounts to provide the exceptional customer service that AEGIS known for.
Sam graduated from UW-Oshkosh with a Bachelor of Business Administration in Finance. Throughout school Sam has completed two summer internships at different financial planning firms before coming to AEGIS. He has always had an interest in investing and personal finance and plans to get his Series 65 and CFP designation!
Sam resides in Appleton and enjoys travelling, car shows, movie nights, game nights with friends, and going out to eat with his fiancé.
Lunch & Learn Educational Series!
Will I have enough to retire? How will I replace my paycheck? Should I take Social Security early, or wait until full retirement age? How will I minimize taxes and protect my benefits? Will my money last? Do you know of anyone asking these questions? We can help!
We are now offering FREE Lunch & Learn Presentations! With a complimentary lunch, we will provide employers or orgranizations with a presentation on any of the following categories or any other topic upon request.
- Retirement Planning
- Long-Term Care
- Social Security
- Charitable Giving Strategies
- Roth conversions to Reduce Taxes Over Lifetime
Contact us at marketing@aegis4me.com to book a FREE Lunch & Learn Session today!
Upcoming Events!
You’re Invited to AEGIS Financial’s Economic Forecast Dinner! Click on the link to RSVP and learn more!
https://www.eventbrite.com/e/aegis-financials-economic-forecast-dinner-tickets-503435387797
Past Events!
AEGIS Team Potluck
On December 22nd, the team at AEGIS had a Christmas Celebration. We had all kinds of delicious foods and desserts that different team members had made and played a gift exchange game. We had our annual Ugly Christmas Sweater contest and Operations Intern Lily Prodoehl won the traveling trophy! See some pictures below!
AEGIS Christmas Party/Team Appreciation Event
On Saturday, January 21st, the team and their spouses or significant other celebrated a late Christmas! We started the evening at Appleton Axe Throwing and played many games as well had a tournament. Marketing Coordinator, Courtney Deitte won the tournament. As a result, she won a free game of axe throwing and a bragging rights trophy. After Axe Throwing, we went to Fratello’s for a nice sit-down dinner and spent some quality time with each other. See some pictures below of the event!
Social Media!
Visit us on our Facebook page “AEGIS Financial” and find out what’s happening around the office! We will be posting frequently with birthdays, and important events for our team members as well as sharing some helpful articles that could help you with your finances!
Market Update Videos!
Bill Bowman, CPA and Brian Rogers, CFP frequently share the Investment Committee’s insights on the market and economy. These videos are emailed to you and available on our YouTube Channel “AEGIS Financial” as well as our Facebook and LinkedIn pages! Be sure to like and subscribe!
