Brian Rogers, CFP® | Financial Planner & Portfolio Manager

Financial Planner & Portfolio Manager

After nearly ten years in engineering, Brian joined AEGIS Financial in 2017 as a Client Service Associate, intending to become a CFP® Professional. Brian then achieved his goal of becoming a CFP® Professional in 2020 and is now a Financial Planner and Portfolio Manager.

Brian’s detail-oriented personality makes him a great fit to create individual Financial Life Plans for clients and perform detailed tax planning to mitigate the impact of taxes on client’s assets. Additionally, he is responsible for overseeing and managing the firm’s model portfolios. He analyzes market trends, conducts research, and makes informed decisions regarding asset allocation, risk management, and diversification to optimize the performance of the portfolio.

Brian holds a Bachelor of Science in Civil Engineering from the University of Wisconsin Platteville and the Series 66, Wisconsin Life and Health Insurance licenses and CFP® certification.

Brian lives in Omro with his wife, Laura, and their children, Emma and Charles. He enjoys biking, hunting, playing soccer, and coaching his children’s sports teams. Brian is also a board member of his church.

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