Amanda Ross brings over 11 years of industry experience in assisting financial service companies in the development and ongoing support of their compliance teams. At AEGIS Financial, Amanda’s responsibilities include the day-to-day regulatory oversight of advisors, supervision of accounts and transactions, and compliance with the US Securities & Exchange Commission and related securities rules and regulations.
Amanda joins our team as a Senior Compliance Associate. She has an associate degree from the University of Wisconsin and holds a number of insurance and securities licenses. Prior to joining AEGIS Financial, she has served similar roles with Packerland Brokerage Services and SII Investments.
Amanda lives in Kimberly with her two children, Scarlett and Avery. She is an active member of her church and enjoys hiking, reading, attending the theater, and spending quality time with her children. In addition, Amanda spends any additional free time, if she can find it, on home improvement projects.
Elissa is responsible for participating in client meetings, transcribing notes for the meetings, processing all the necessary paperwork to maintain client accounts and providing exceptional customer service of all investment accounts.
Elissa joins our team as a Relationship Manager. Elissa graduated from UW-Green with a Bachelor of Arts degree in Communications and a minor in Human Development and proceeded to obtain her insurance license. After working in the insurance industry for a few years, she entered the financial industry at a different firm before coming to AEGIS.
Elissa resides in Kimberly with her husband Chuck and their 2 cats, Zeke and Exy and 2 dogs, Mack and Macie. In her spare time, she enjoys traveling, reading, cooking, baking, boating during the summer, and spending time with family and friends.
Elissa will be taking over the responsibilities of Relationship Manager, Mariah Madell. We are delighted to share that Mariah will have the opportunity in early 2022 (February/March) to step away from the firm to follow her values of raising their newborn baby. Mariah cherishes every relationship she has built through her years of working at our firm.
We are thankful for the 5+ years of her dedication and hard work to the firm and wish her all the best in this next chapter with her family.
The Ascend platform provides investment management services through an electronic interface and leverages world-class simplified video conferencing and messaging services across most devices.
Ascend saw an issue in the wealth management industry. People were either turning to Robo advisors to handle their investments with no personal touch or they were turned away from some financial firms because they had not built enough wealth for a full comprehensive wealth management program. These people were left to manage their money on their own, even though they may not have had the expertise. Ascend is designed to change that. Ascend can be a perfect solution for those investors who desire professional management of their investments without the full suite of advanced tax and financial planning services traditionally provided to our comprehensive wealth management clients. Our clients have loved recommending their children or grandchildren to our Ascend program to get them started with investing at a young age. Our clients also love the streamlined options for young busy professionals, without sacrificing performance or professional insight. If you know a friend or family member that would fit well in the Ascend program, please keep us in mind.
On Thursday in the morning the team got together and discussed growth strategies, common processes to be more efficient, compliance topics, event ideas, and more. In the afternoon, we had a little fun team bonding and headed to Appleton Axe Throwing! There, we threw a lot of axes and showed our competitive side. We even had a tournament and Mike Villeneuve was our reigning champion! See the pictures below.
Veterans Day – November 11, 2021
On Thursday, November 11 we will be hosting our first annual Veterans Day Breakfast at the UWO Family Culver Center. This breakfast will be held from 8:00 AM – 10:00 AM and will include two speakers from the 9/11 Memorial and Education Center of Kewaskum. They will be speaking on the 20th anniversary of the attacks and much more! Have you RSVP’d yet? If you haven’t or if you have any questions, you can reach Courtney at 920-233-4650 or firstname.lastname@example.org. We hope to see you there!
Do you know of somebody who would like to join our growing team at AEGIS Financial? We are currently hiring a Client Experience Concierge either part time or full time to join us! The Client Experience Concierge assists in reception tasks, taking phone calls, provides exceptional customer service, and helps with a range of projects and tasks in the office. Want to know more or apply? Click HERE.
Go like 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!
Bill Bowman, CPA and Mark Oswald 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.” Be sure to like and subscribe!
What are I bonds? I bonds (U.S. Treasury Inflation Adjusted Bonds) are US Treasury Bonds that earn interest based on a combination of a fixed […]