We are excited to highlight a number of our team members who are taking the next step to grow their knowledge and skills in the industry!

  • In August, Bill Bowman attended a Raymond James’ Leadership Training Conference.
  • At the end of August, Brian Rogers completed his Accredited Asset Management Specialist (AAMS) designation along with receiving his Life, Health & Disability Licenses.
  • At the beginning of October, Kristie Hennes began a Collaborative Management course at the University of Oshkosh. The course focuses on gaining knowledge of collaborative skills that will help enable one to gain participation quickly, get input and buy-in for building consensus and plan for cooperation to get crucial projected completed.
  • In the beginning of November, Brian Rogers will attend the Raymond James AMP (Advisor Mastery Program) Conference and Chris Otte will attend the Raymond James Branch Professional Development Conference.
  • For the sixth consecutive year, AEGIS Financial was named a member of the Raymond James 2018 Leaders Council. Leaders Council honors are presented only to those financial advisors who demonstrate an extraordinary level of commitment to clients through personal service and professional integrity.