Aubrey has been part of Geoff’s team and now Aegis Wealth Advisors for several years and enjoys developing and updating our client experience at Aegis Wealth Advisors. She predominantly handles compliance items and serves as a liaison between the team and the Home Office for our processes and procedures.

Aubrey grew up in Long Beach, California and loves the outdoors. She hopes to go on more adventures with her husband of 15 years and their 3 children. Don’t ever ask her to fly on a plane. On the weekends you will find her joining her family as they go “hiking” (aka looking for rocks on the ground while slowly walking forward). When she’s not doing that, you will likely find her serving her church and singing worship songs.

Mychal spearheads our “client first” service model by being an integral part of the Aegis Wealth Advisors team. If you have contacted us in the last couple of years, it’s very likely that she has assisted you in one way or another. Mychal works closely with Geoff and Aubrey to make sure all aspects of your experience with us are at the highest level. She has extensive experience working with both young people and assisting seniors navigate challenges in the autumn of their lives. Her understanding of serving all walks of life has made her an important asset to the team.

Mychal spends her free time with her two kids, who are both active in school and sports. She enjoys teaching her children to be independent, confident and great stewards in life. We look forward to Mychal meeting her next milestone of becoming fully licensed to work more closely with our investment account clients.

Julie has been part of our team for several years and has grown to know many of our clients very well. Aegis Wealth Advisors has been blessed to have Julie be a helpful advocate for our clients. Julie is known for her caring bedside manner and taking the time to get to know a client’s situation fully. She will go to great lengths to help our clients feel comfortable even when unexpected circumstances occur.

In her spare time Julie likes to go for prayerful walks and have delicious Mexican food with her husband Ron. As their kids are all grown up, they now enjoy traveling more often and enjoying time together in the great outdoors.

Cody is the most recent financial advisor to join Aegis Wealth Advisors - but he is no stranger to us. He and his family were part of our family for over a decade before he became a part of our team.

Having an extensive knowledge of different investment vehicles makes Cody a valuable member of our team. He has assisted many of our clients in all types of circumstances and always does so happily and with a smile.  Clients can depend on him to build valuable relationships and analyze every area of their financial goals.

Cody is seldom still and has a penchant for moving speedily; enjoying life to the fullest when he’s not working hard for our clients. He knows and understands the value of making time for family and friends. Just don’t ask him to eat fish!