Sam Christie

Relationship Manager

Sam joined AEGIS Financial in 2023. Sam is the primary and first point of service contact for the AEGIS clients working with Wealth Managers. The Relationship Managers are here to service each client by participating in client meetings, understanding the client’s portfolio, processing all the necessary paperwork to maintain accounts, and providing exceptional overall service.

Sam graduated from UW-Oshkosh with a Bachelor of Business Administration in Finance, and he completed two summer internships at different financial planning firms before joining the team at AEGIS. He comes to us highly recommended by a prior AEGIS Wealth Manager and with a good understanding of the AEGIS way. He has his Series 65 License, is interested in investing and personal finance, and plans to attain his CFP designation.

Sam resides in Appleton and enjoys traveling, car shows, movie nights, game nights with friends, and going out to eat with his fiancée, Kristin.

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