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​

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​​

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)

At Aegis Financial, we take a consultative approach to working with our clients.
At the end of the day, we succeed when you succeed. We are happy to provide support at every step of the way to help you grow your entire business.​

Talk With A Sales Consultant Today