Brian Rogers, CFP®

Certified Financial Planner

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. Brian’s detail-oriented personality made him a great fit to create individual Financial Life Plans for clients. He is responsible for overseeing and managing the firm’s models. His primary role involves creating, implementing, and monitoring investment strategies to meet specific financial goals and objectives. 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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