Aegis Consulting Group, LLC Information
Contact top employees from
Aegis Consulting Group, LLC
Summary
At Aegis, we provide advanced financial advice and services throughout the country. We earn the trust of our clients through our rigorous pursuit to deliver decisively better planning, investment outc...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Financial Planning, Wealth Management, Insurance, Investments, Estate Planning, Business Exit Planning
Founded
2018
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Aegis Consulting Group, LLC shows a diverse range of experience levels:
8% have been with the company for less than 1 year17% for 1–2 years8% for 3–4 years42% for 5–7 years8% for 8–10 years17% have over 11 years of service at Aegis Consulting Group, LLCEx-employees positions
In Company
In New Company
Contact top employees from
Aegis Consulting Group, LLC
Brad Byrns
Private Wealth Advisor
Mark OSickey
Private Wealth Advisor
Kevin Dearth
Practice Manager
Cindy Deavel
Private Wealth Advisor
Phil Moshier
Of Counsel
Michael Sullum
Partner / Private Wealth Advisor
David Gottesman
Director of Investment Strategies for Mark O'Sickey, Aegis Consulting
Rebecca Kauffman
Private Wealth Advisor
Michael Cirino
Managing Partner and Private Wealth Advisor
Michael Moon
Financial Planner
Walt Williams
Private Wealth Advisor
Alexander Harrison
Managing Partner & Private Wealth Advisor
Andrew Woods
Private Wealth Advisor
Paul Solorzano
Financial Planner
Julia Moon
Financial Planner
Timothy Cawley
Wealth Planning Advisor
Carolyn Ford
Practice Manager
James Neel
Private Wealth Advisor at Aegis Consulting Group, LLC
Brittany Gerber
Assistant Planner
Natalie Zapp
Insurance Coordinator & Assistant
Nathan Rogero CRPS
Private Wealth Advisor
Nicolas Kirsch
Paraplanner
Conner Scott
Private Wealth Management Intern
Nathan Sabattini
Operations Analyst
Roberto Cruz
Financial Planning Intern
Joshua Sartalamacchia
Intern
Kinley Harrison
Administrative Analyst
Alan Shalleck
Managing Partner
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FAQ
Aegis Consulting Group, LLC operates in the Financial Services industries. More details can be found on the official website: aegisconsults.com.
The headquarters of Aegis Consulting Group, LLC are located in Jacksonville, United States.
You can contact Aegis Consulting Group, LLC by phone at 9046502121.
Aegis Consulting Group, LLC currently employs 10-50 people.
