What’s New at AEGIS Financial | Spring 2022

April 25th, 2022 | | AEGIScoop

Forbes Best-in-State 2022

We are excited to announce that AEGIS Financial has been named a Best-In-State Wealth Advisor by Forbes Magazine for 2022! This is the second year in a row AEGIS Financial has been recognized! This is a prestigious national award that requires profound qualitative and quantitative research, a series of in-depth interviews, and a ranking algorithm all conducted by SHOOK Research. Rating criteria included the quality of assets under management, service models, Wealth Advisors that exhibit “best practices”, community involvement, and more. We are grateful for our clients and professional partners that continue to place their trust in us every day!

Please help us welcome our newest team members!

Alyssa Doro – Client Experience Concierge

Alyssa joined AEGIS Financial in 2022 as the Client Experience Concierge. She creates a welcoming experience to both clients and professional partners, performs a varying multitude of client services, and provides internal office support. She is the initial point of contact for clients and professional partners of AEGIS Financial.

Alyssa graduated from the University of Wisconsin Oshkosh in 2011 with a Bachelor of Science degree in Elementary Education. Prior to working at AEGIS Financial, she worked as a substitute teacher for 10+ years and enjoyed her time as a stay-at-home mom.

Alyssa and her husband Mike live on their family farm outside of Omro with their three children, Adalyn, Landyn, and Jack. Outside of work she enjoys reading mysteries, crafting and family game nights.

Jenny Boyd – Relationship Manager

Jenny joined the team at AEGIS in 2022 as a Relationship Manager. She is responsible for participating in client meetings, transcribing notes, processing all the necessary paperwork to maintain client accounts, and providing exceptional customer service to all clients. She enjoys meeting new people and forming lasting relationships.

Jenny graduated from UW-Oshkosh with a Bachelor of Business Administration, majoring in Marketing. She also received her Associate Degree in Interior Design. She comes to AEGIS with more than eight years of experience in the finance industry.

Jenny resides in Oshkosh with her daughter, Macie, and their dog, Baxter. In her free time, Jenny enjoys traveling and cooking with her significant other, Scott. She also enjoys entertaining, decorative painting, and spending time with family and friends.

Ascend

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.

Past Events!

2022 Economic Forecast Dinner

On Thursday, February 24th we held our 2022 Economic Forecast Dinner. The dinner included a presentation on the current market and AEGIS’s reaction and expectations. President and Wealth Manager William L. Bowman, CPA presented and also sat on our panel of Wealth Managers for a Q&A Session after. Thank you to all the clients that came to the event and we hope to see you there next year!

Appleton Open House

On March 31st we had our Appleton Office Open House! Several people stopped in to see the new location, visit with our team, and enjoy a snack or two! Thanks to everyone who came out for Appleton Open House!

Upcoming Events!

Oshkosh Open House

Our Oshkosh Office is finished! We’ve expanded the lobby, added a conference room, and a lot more workspace for our back office! Come and see the new renovated office, mingle with our team members, and enjoy a few snacks on Tuesday, May 17th from 12:00-6:00 PM. We hope to see you there!  

Social Media:

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!

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!

https://www.youtube.com/watch?v=8O3K1K47rX8&t=1s

Financial Planning 101 Educational Video Series!

Do you have questions about your accounts? Are you not sure what different types of investments are or how they work? Then this educational series is the perfect thing for you! We are beginning a series of short 1-2 minutes videos hitting on questions and topics that our clients frequently have. Follow us on Facebook, LinkedIn, or YouTube to stay up to date with the latest videos in the series!

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