Inside Scoop | Welcome to the team Kevin!
Welcome to the team Kevin!
Welcome Kevin Wilson to AEGIS Financial as a Financial Advisor. Kevin will be working with clients of ASC Wealth when the purchase takes place in July 2020 and continue to grow the business in the Fox Valley and Green Bay area. Kevin previously was an advisor with Raymond James through a Bank in the Green Bay area. Kevin brings many years of prior experience to the firm.
We are excited to have Kevin on board with us. We know he will add great value to our team and those we serve!
Take time to get to know Kevin…
Favorite Book: The Great Gatsby
Favorite Snack: Cashews
Hobbies: Cycling, Cooking, Fishing and Hunting
Favorite Restaurant: Whistling Swan
Groups/Organizations you belong to: Rotary of Door County North and Silent Spirits
Favorite place you’ve traveled to: Germany
Annual Financial To-Do List | Under 30
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming […]
Why Don’t All Affluent People Become Wealthy? | Under 40
Perception, hesitation, & poor decisions are factors. Why do some people let their potential for lifetime wealth slip away? Some people are better off economically […]
2022 Contribution Limits | Under 50
Is it time to contribute more? Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced […]