Michael Donnan, CLTC, FIC

Wealth Manager

Michael joined AEGIS Financial in 2014. From the perspective of 15 plus years as a wealth manager, Michael supports all aspects of the client experience here at AEGIS. He designs a unique personalized plan for every client committed to accomplishing their personal goals with tax-efficient strategies and specialized expertise in risk management.

Michael holds a certificate in Long-Term Care and is certified as a Fraternal Insurance Counselor.

Michael and his wife Susan live in Appleton with their four children, Hazel, Elias, Isaiah, and Ada. Michael volunteers at their church and Habitat for Humanity in his spare time. He has also been involved in Leadership Oshkosh and Oshkosh West Side Association.

Be an Informed Investor

Sign up to receive our objective, timely insights.

This field is for validation purposes and should be left unchanged.