Please Help Us Welcome Our Newest Team Members!
Connor Krohn – Client Service Associate
In 2021, Connor joined AEGIS Financial as a Client Service Associate. He performs a varying multitude of client services, provides internal office support, is an initial point of contact for the clients of AEGIS Financial, and acts a liaison with the team and our custodian, Raymond James.
Connor attended the University of Wisconsin – La Crosse to study finance. He is currently working on finishing his degree part time. Connor has previous experience in the financial services industry, tax preparation, and working as a financial assistant.
Connor currently lives in Waupun, WI where he was born and raised. He enjoys staying active, hunting, and spending time with friends and family including his four siblings. He is also an avid sports follower and plays in multiple leagues in his free time.
Kenji Callahan – Client Service Associate
In 2022, Kenji joined AEGIS Financial as a Client Service Associate. He performs a varying multitude of client services, provides internal office support, is an initial point of contact for the clients of AEGIS Financial, and acts a liaison with the team and our custodian, Raymond James.
Kenji will be graduating from Marian University in Spring of 2022, finishing his bachelor’s degree in Finance. In previous roles, Kenji has worked as a Resident Assistant for Marian University and also as an Office Manager.
Kenji lives in Fond du Lac and enjoys playing volleyball, cooking, art, and programming. At Marian University Kenji is a member of the Men’s Volleyball team and is an avid member of the community.
Exciting News for the Madell Family! We Bid You Farewell
Elissa will be taking over the responsibilities of Relationship Manager, Mariah Madell. We are delighted to share that Mariah will have the opportunity in early 2022 (February/March) to step away from the firm to follow her values of raising their newborn baby. Mariah cherishes every relationship she has built through her years of working at our firm.
We are thankful for the 5+ years of her dedication and hard work to the firm and wish her all the best in this next chapter with her family.
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.
Upcoming Events!
2022 Economic Forecast Dinner
You’re Invited to AEGIS Financial’s 2022 Economic Forecast Dinner! Come join us on Thursday, February 24th at 5:00 PM for dinner and a presentation by a panel of our very own Wealth Managers.
We will be discussing recent movements in the market and the economy and also addressing any questions that you have.
RSVP for you and your friends no later than February 10th by contacting Courtney at (920) 233-4650 or by email at courtney.krell@aegis4me.com.
Spots are limited!
Appleton Open House
Have you been to our Appleton office? Have you met our staff in Appleton? If you haven’t, this is the perfect opportunity for you! We are hosting an Open House at our Appleton location on Thursday, March 31st from 12:00-6:00 PM. Come and mingle with our team members and enjoy a few snacks as well, we would love to see you there!
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 10th from 12:00-6:00 PM. We hope to see you there!
We are Hiring!
Do you know of somebody who would like to join our growing team at AEGIS Financial? We are currently hiring a Client Experience Concierge either part time or full time to join us! The Client Experience Concierge assists in reception tasks, taking phone calls, provides exceptional customer service, and helps with a range of projects and tasks in the office. Want to know more or apply? Click HERE.
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 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.” Be sure to like and subscribe!