Surrounding You With Our Team Of Experts....

Aegis Financial supports your business through a team of experts who provide
knowledge and know-how in the areas of ​your practice that matter most.
​​ Not only does this team serve as an extension of your office, but consultations are
100% complimentary​ to Aegis Financial's contracted producers.

Heather Schreiber, RICP®

SOCIAL SECURITY & TAX EXPERT
Heather’s Areas of Expertise:​
 • Social Security Benefits
​• Tax Distribution Strategies​
• Gifting & Wealth Transfer​ 
• Estate Planning & Trusts
​• Charitable Giving
• Qualified Plans​

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Michele Schuh

PRACTICE MADE PERFECT and
Business Development Coach

Michele’s Areas of Expertise:​

• Office Productivity & Efficiency​
• Sales & Marketing Strategies​
• Maximizing First Impressions ​
• Event Planning Concierge​
• Staff/Administrative Training​​
• Client-focused Engagements​​

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Bill Broich

INTERNET CREDENTIALS SPECIALIST
Bill’s Areas of Expertise:​
 • Building Internet Reputation
​• Publishing Industry Articles (Invited Author)​
• Press Releases​ 
• Professional Credentials for Agents
​• Online Credibility Strategies
• Drip Marketing (Retire Village)