Forbes Recognition!

We are excited to announce that AEGIS Financial has been named a Best-In-State Wealth Advisor by Forbes Magazine for 2021! 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. Requirements include the quality of assets under management, portfolio performance, service models, Wealth Advisors that exhibit “best practices”, and community involvement. We are grateful for our clients and professional partners that continue to place their trust in us every day.

New Team Members!

Mark Oswald – Chief Operating Officer

We are pleased to welcome industry-veteran Mark Oswald to our Team as the firm’s Chief Operating Officer! Mark has more than 30-years of experience in building successful investment advisory firms like AEGIS Financial. In his role, Mark will be responsible for all aspects of continuing the impressive growth of the company while providing an enhanced client experience, technology enhancements, and platform integrations for the benefit of our clients. We are excited to have a proven industry expert join our expanding Team and for all the benefits he will bring to our valued clients!

Matt Suttner – Wealth Manager

Matt, after leaving a successful career with two different Fortune 500 companies, joined AEGIS as a Wealth Manager in 2021 to pursue his passion of helping people succeed with personal finance, building wealth, and creating a legacy. Matt loves building strong relationships with clients that focus on trust, respect, and education. Matt holds a bachelor’s degree in Business Administration with an emphasis in Accounting from Saint Norbert College. He is currently enrolled in Raymond James’ Advisory Mastery Program, is working toward his Series 65 licensing, and will be pursuing his CERTIFIED FINANCIAL PLANNER™ designation.

Taylor Helgeson – Associate Wealth Manager

Taylor graduated from the University of Wisconsin Whitewater with a Marketing degree. Her seven years’ experience working with business owners and providing exceptional customer service has poised her for the role of Associate Wealth Manager. Taylor’s primary responsibility is utilizing technology platforms to communicate and advise clients on steps to take to progress through the life stages of a successful financial plan. Her focus is on families and investors who present less complex planning opportunities utilizing turnkey actively managed investment models and tax solutions.

We are Hiring!

Do you know of somebody who would like to join our growing team at AEGIS Financial? We are currently hiring Wealth Managers, Relationship Managers, and Client Service Associates to join us at both our Oshkosh and Appleton locations! Want to know more? Visit our team page to see the details of the opportunities we have available. Applicants can submit their cover letter with salary requirements and resume to careers@aegis4me.com.  

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!

Video Updates!

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!