We are pleased to announce that as of July 1, we have a new location in Appleton, Wisconsin. The new office is located at 5583 W Waterford Lane, Suite A, Appleton, WI 54913.
The following employees will reside in Appleton: Julie Christopherson, Operations Associate, Kevin Wilson, Financial Advisor, and Jen Wucinski, Client Service Associate for Kevin Wilson. Advisors William Bowman and Mike Villeneuve will maintain offices in Oshkosh and Appleton. All other employees will reside in Oshkosh however, some may float between offices based on appointments and workload.
New Team Members:
Welcome Courtney Krell to AEGIS Financial as our Client Experience Concierge & Client Communications. Courtney performs a varying multitude of client services and provides internal office support. She is the initial point of contact for clients or professional partners of AEGIS Financial. She also manages marketing and events for AEGIS.
Courtney graduated from the University of Wisconsin Stevens Point in Spring 2020 with two bachelor’s degrees in Arts Management and Communications with an emphasis in Media Studies. She has interned at Woodlands Church in Stevens Point and at Milwaukee Repertory theater. We are pleased to welcome her to our team.
Welcome Julie Christopherson to AEGIS Financial as an Operations Associate. Julie is the Executive Director of Client Relations for ASC Wealth & Retirement Advisors, LLC. She serves as the primary liaison between the custodian of our clients’ assets and our clients, providing administrative support as well as overseeing the daily operations of the firm. Also core to Julie’s responsibilities is her representation of many internal projects, including our ongoing commitment to process improvement. Her warm and enthusiastic personality, along with her attention to detail, systematic approach, and respect for confidentiality are just a few of the many valuable qualities she brings to her work.
Julie has been in the financial services industry for more than 20 years. For the first 4 years her focus was on banking and for the last few years she has devoted her talents to investments.
Promotions on the AEGIS Team:
On May 16th, Tyler Streber graduated from the University of Oshkosh with a bachelor’s in Business Administration with an emphasis in Finance. Tyler is now full time with AEGIS Financial as a Client Service Associate with aspirations of getting his Series 65 and becoming a future Financial Advisor with our firm. As Tyler fulfills his career path, he will be mentoring and working daily with those AEGIS Financial Clients’ that work with our Advisor, Brian Rogers. We want to congratulate Tyler on his college graduation and joining our team fulltime.
On May 1, Mariah Madell was promoted as a Client Service Associate I. Mariah 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. She works daily with those AEGIS Financial Clients’ that work with our Advisor, Michael Donnan. We want to congratulate Mariah on her promotion.
Kevin Wilson, Advisor at AEGIS Financial Appleton and Michael Donnan, Advisor at AEGIS Financial in Oshkosh, WI received their certification for Long-Term Care at the end of April. We want to congratulate Kevin and Michael on their new certification.
Professional Development Day:
On Wednesday, June 10 the AEGIS Financial team had Professional Development Day which is a quarterly event. This quarter, our Chief Compliance Officer, Kristie Hennes, conducted an annual compliance meeting. The meeting took place at Mahoney’s Restaurant in Oshkosh. After the meeting was finished the team went bowling at Rev’s Bowl Bar & Grill as a team building exercise.
When a Client passes away there are alternative options for Beneficiaries Having a conversation with your AEGIS Financial advisor will provide you with straight- forward […]