Aegis wealth management

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Welcome to Aegis Wealth Management. AEGIS WEALTH MANAGEMENT FORM CRS. Aegis Wealth Management Provides. A focus on risk management across a lifetime of retirement. Aegis Wealth Management General Information Description. Aegis Wealth Management (Aegis) is a wealth management firm based in Bethesda, Maryland. Established in 2025, the mission of

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Wealth Management - Aegis Wealth Advisors

RustyMiller Aegis Wealth Management, Inc CRD#2462705 Investment Advisor in Troy, OH About this Advisor Rusty Miller is a financial advisor based in Troy, Ohio, working with Aegis Wealth Management, Inc. Rusty has previously held positions at Bcj Capital Management, Aegis Wealth Management, Inc, Gossett & Crozier Financial Advisers, Horter Investment Management, LLC, and American Liberty Financial Network LLC. Rusty is registered to provide services in Ohio.Currently, Rusty is part of Aegis Wealth Management, Inc, which operates out of Troy, Ohio. The firm has 28 offices and 30 employees. The firm manages assets totaling $143.1 million and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers.The fee structure at Aegis Wealth Management, Inc includes asset-based, hourly, fixed, and other fees. Services Offered Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers Fee Structure Percentage of Assets, Hourly Charges, Fixed Fees, Others Not sure which advisor is right for you? Use our matching tool. Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today. Aegis Wealth Management, Inc Brokerage Details Total Assets Under Management $143,104,727 OH Average: $9,259,360,772 Total Number of Employees 30 OH Average: 166 Total Number of Accounts 1,742 OH Average: 7,189 Average Account Size $82,150 OH Average: $1,287,990 Investment Advisory Services Financial planning services Portfolio management for individuals and/or small businesses Portfolio management for businesses or institutional clients Selection of other advisers Rusty Miller Work History 2023 - Present (2 years) Aegis Wealth Management, Inc 2002 - Present (23 years) American Liberty Financial Network LLC 2020 - 2023 (3 years) Bcj Capital Management 2014 - 2020 (6 years) Horter Investment Management, LLC 2006 - 2015 (9 years) Gossett & Crozier Financial Advisers Disclosures Please visit the SEC profile of Rusty Miller to learn whether or not they have any disclosures. It is

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Comprehensive Wealth Management Aegis Wealth

Young. Metro D.C. was awash in entrepreneurial prosperity and he found a place solving complex tax, investment and financial planning issues for business owners, professionals and executives. Encouraged by his clients to do so, he left Ernst & Young to start his own firm in late 2001 which later became part of the creation of Aegis in 2005.Paul lives in Gaithersburg, MD with his wife Becky. They have two grown children. He spends his free time riding his bike, running, playing golf and poker. Having been born and raised in the DMV, he spent decades becoming fully prepared never to see his Capitals win a Stanley Cup or the Nationals win the World Series. Thankfully, things change.Read BioViveka M. RynManaging PartnerViveka M. RynManaging PartnerA co-founding partner of Aegis, Viveka provides comprehensive wealth management services to private clients, trusts and non-profit organizations. She fosters enduring, consultative relationships with her clients which include multi-generational families with sophisticated investment, tax, and estate transfer planning needs. Viveka particularly values helping her clients to align their financial planning with their broader life goals, including maximizing charitable giving opportunities. Prior to forming Aegis in 2005, Viveka was a part of the personal financial consulting practice at Ernst & Young in McLean, Virginia. Viveka is a graduate of Georgetown University, where she earned a B.A. in History, and the University of Maryland, where she earned an M.B.A. and M.S. in Finance. She is a Certified Financial Planner™ professional and has earned the Certified Investment Management Analyst® designation from the Investment & Wealth Institute™.Originally from the DC area, Viveka resides in Baltimore with her two children. In her free time, she enjoys gardening, cooking, working on her golf and tennis swings, and being walked by her Weimaraner and Vizsla.Read BioJean M. HoffPartnerJean M. HoffPartnerJean combines keen analytical skills with business acumen to serve Aegis clients. With Aegis since 2006, Jean became a principal of the firm in 2014. Jean takes time to ensure comprehensive planning truly reflects the client’s personal goals. She delights in motivating clients to achieve their goals – savings targets during wealth creation, spending plans during wealth preservation, and strategic actions for wealth transfer.In addition to her M.B.A. from the Wharton School at the University of Pennsylvania, Jean holds a Master’s degree in Chemistry from the University of Maryland and a B.S. in Chemistry from Williams College in Massachusetts. She earned the Certified Financial Planner™

Aegis Wealth Management - CEO - Aegis Groups Of

Listen Discography 65 album(s) • Sorted by Bestseller Asia Jul 10, 2018 Aegis 20 & Beyond (Sa Ikalawang Dekada Ng Musika Natin) Aegis Asia - Released by Alpha Records on Jul 10, 2018 Available in 16-Bit/44.1 kHz Stereo Starting at $13.09 Film Soundtracks Aug 21, 2020 Ang Sa Iyo Ay Akin (From "Ang Sa Iyo Ay Akin") Aegis Film Soundtracks - Released by ABS-CBN Film Productions, Inc. on Aug 21, 2020 Available in 24-Bit/44.1 kHz Stereo Starting at $1.09 Asia Jun 21, 2006 Aegis Greatest Hits Aegis Asia - Released by Alpha Records on Jun 21, 2006 Available in 16-Bit/44.1 kHz Stereo Starting at $13.09 Asia Jun 17, 1998 Halik Aegis Asia - Released by Alpha Records on Jun 17, 1998 Available in 16-Bit/44.1 kHz Stereo Starting at $13.09 Asia Apr 23, 2014 Ating Balikan Aegis Asia - Released by Alpha Records on Apr 23, 2014 Available in 16-Bit/44.1 kHz Stereo Starting at $13.09 Asia Nov 29, 2000 Paskung-Pasko Aegis Asia - Released by Alpha Records on Nov 29, 2000 Available in 16-Bit/44.1 kHz Stereo Starting at $13.09 Drum & Bass May 10, 2024 Pressure & Existential Aegis Drum & Bass - Released by DIVIDID on May 10, 2024 Available in 24-Bit/44.1 kHz Stereo Starting at $1.33 World Dec 15, 2003 Ating Sayawin (Dance Mix) Aegis World - Released by Alpha Records on Dec 15, 2003 Available in 16-Bit/44.1 kHz Stereo Starting at $13.09 World Oct 4, 2002 Ating Balikan (1st Edition) Aegis World - Released by Alpha Records on Oct 4, 2002 Available in 16-Bit/44.1 kHz Stereo Starting at $13.09 Asia Jan 23, 2020 Muling Balikan (Minus One) Aegis Asia - Released by Alpha Records on Jan 23, 2020 Available in 16-Bit/44.1 kHz Stereo Asia Dec 17, 2009 Back to Love Aegis Asia - Released by Alpha Records on. Welcome to Aegis Wealth Management. AEGIS WEALTH MANAGEMENT FORM CRS. Aegis Wealth Management Provides. A focus on risk management across a lifetime of retirement.

Aegis Wealth Management - CEO - Aegis Groups Of Companies

Your Valuable Team at the HelmOur TeamOur RootsWho We AreRead BioEun H. (Rachel) KimManaging PartnerEun H. (Rachel) KimManaging PartnerRachel is one of the co-founding partners of Aegis Wealth. For over 20 years, she has served individuals, multi-generational families, trusts, and private foundations, guiding them through a broad range of financial decisions. She enjoys developing long-term relationships with her clients and is grateful for the trust and responsibility that they have placed in her. Rachel provides sophisticated and holistic financial life planning, investment advisory, tax, retirement, estate, and other financial planning services. A Certified Public Accountant, Rachel specializes in incorporating tax planning in all aspects of wealth management.Prior to forming Aegis in 2005, Rachel was a part of the personal financial consulting practice at Ernst & Young. She provided integrated wealth management services to high net worth clients and executives, delivering advice on a wide variety of financial planning and tax related matters. Rachel was with Ernst & Young for nine years, including her four initial years with the firm’s audit practice.Rachel is a Certified Public Accountant (CPA) licensed in Virginia and Maryland and a Certified Financial Planner™ professional. Rachel has earned the Certified Investment Management Analyst® and Certified Private Wealth Advisor® designations from the Investment & Wealth Institute™. She holds a B.S. in Commerce with a concentration in Accounting from the University of Virginia.Rachel lives in Northern Virginia with her husband and two sons. She enjoys spending time with her family, watching her sons play youth sports, playing tennis and piano, and reading.Read BioPaul A. MeloanManaging PartnerPaul A. MeloanManaging PartnerPaul is a co-founder of Aegis, and like the other co-founders is a veteran of the personal financial consulting practice at Ernst & Young from the late 1990s. He has many client families still with him from his Ernst & Young days. In the past 22 years he has helped successful families navigate a boom, a bust, another boom, another bust, another boom, and one pandemic. Things change.Paul’s career is proof that life is what happens while you’re making other plans. He received degrees from the University of Michigan and American University Law School, then passed the Maryland bar in 1992. He practiced law for six years, primarily in the courthouses of suburban Maryland. His career took an abrupt left turn in 1998 when he was recruited by a running buddy into the then-burgeoning personal financial consulting practice at Ernst &

Aegis Wealth Management, Inc. - LinkedIn

32751 2 1 $136,024,140 A Percentage of AUM AEGIS WEALTH MANAGEMENT, LLC 698 N. Maitland Avenue, Suite 102, Maitland, FL 32751 4 454 $134,529,157 Fixed Fees FELLOWSHIP FINANCIAL GROUP 630 N Wymore Road, #304, Maitland, FL 32751 4 907 $111,860,986 A Percentage of AUM, Hourly charges, Other (THIRD PARTY ADVISOR FEES) Select other cities around Maitland, Florida to broaden your search for a financial advisor Financial Advisors in Boca Raton, Florida Financial Advisors in Brandon, Florida Financial Advisors in Fort Lauderdale, Florida Financial Advisors in Jacksonville, Florida Financial Advisors in Jensen Beach, Florida Financial Advisors in Maitland, Florida Financial Advisors in Melbourne, Florida Financial Advisors in Miami, Florida Financial Advisors in Orlando, Florida Financial Advisors in Oviedo, Florida Financial Advisors in Palm City, Florida Financial Advisors in Pompano Beach, Florida Financial Advisors in Safety Harbor, Florida Financial Advisors in Saint Petersburg, Florida Financial Advisors in Sarasota, Florida Financial Advisors in Satellite Beach, Florida Financial Advisors in Tampa, Florida Financial Advisors in Wesley Chapel, Florida Frequently Asked Questions Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor. Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and

AEGIS WEALTH MANAGEMENT, LLC - WiserAdvisor.com

Also as precision strike capabilities in joint operational contexts. This integration underscores the importance of adapting naval strategies to incorporate advanced technologies in guided projectiles.Integration with Aegis Combat SystemsThe Aegis Combat System is an advanced naval warfare system that integrates various naval gun types for enhanced operational effectiveness. By enabling seamless coordination between radar, weapon systems, and combat management, Aegis significantly improves target tracking and engagement capabilities across a broad spectrum of threats.Naval guns integrated with the Aegis system, such as the Mk 45, offer precision striking power while being effectively coordinated with air and surface defense assets. This integration allows naval forces to respond rapidly to emerging threats, ensuring timely engagement of hostile targets with minimal delay.The Aegis Combat System’s capability for real-time data sharing enhances situational awareness for naval operations, optimizing the deployment of various naval gun types. This synergy between advanced targeting solutions and capable artillery systems exemplifies modern naval strategy in maintaining maritime security.By employing advanced algorithms and sensor data, the Aegis system facilitates intricate fire control solutions, ensuring that naval forces maintain a decisive advantage in both defensive and offensive operations. This integration underscores the critical role of naval gun types in contemporary naval warfare.Significance of Naval Gun Types in Naval StrategyNaval gun types serve significant roles in naval strategy, underpinning the operational capabilities of maritime forces. Heavy guns provide formidable firepower for engaging surface targets and land fortifications, often being integral to battleships and cruisers, thus enhancing deterrence and offensive capability.Medium guns, typically mounted on frigates and destroyers, offer versatility for fleet operations. Their ability to engage multiple target types, including missile threats and aircraft, ensures a balanced approach to naval defense, impacting tactical planning in various conflict scenarios.Light naval guns, found on smaller vessels such as patrol boats and landing crafts, enhance maritime security and support amphibious operations. Their flexibility allows for rapid response in diverse combat situations, proving critical in asymmetric warfare where maneuverability and speed are essential.Incorporating advanced naval gun systems like electromagnetic guns and guided projectiles is revolutionizing naval warfare. Their integration into platforms equipped with Aegis Combat Systems strengthens naval strategies, ensuring that forces can adapt to emerging threats while maximizing their operational effectiveness.Deterrence and DefenseNaval guns serve dual purposes in contemporary naval strategy: deterrence and defense. Deterrence is primarily achieved through the credible threat posed by naval artillery, which discourages potential adversaries from engaging in hostilities. The presence of advanced naval gun types on warships can project strength, signaling a nation’s capability and willingness to respond vigorously to aggression.In defensive scenarios, naval guns are integral to safeguarding maritime assets. They provide shipborne protection against aerial threats, with systems designed to intercept and neutralize incoming missiles or enemy aircraft. For instance, advanced light naval guns equipped with rapid-fire capabilities are essential for close-in defense, complementing missile systems in layered defense strategies.Additionally, heavy naval guns enhance area denial strategies, protecting vital sea lines of communication. Their capacity to deliver powerful fire support not only defends naval vessels but also supports

Office Locations - Aegis Wealth Management

"Never you mind that. Just solve science!" - VirgilVirgil is the deuteragonist of Portal Stories: Mel. He aids the player throughout Aperture, and the game itself.click here for jokesBiography[]Meeting Mel[]Virgil (VC321xb47) is a Maintenance Core who fell off his management rail and into the depths of Old Aperture, where he laid for a long time until Mel was reawakened. At first he pretended to be Cave Johnson, attempting to convince Mel nothing had changed, until he admitted Mel wasn't stupid enough to fall for that and then revealed who he really was and what was really going on. Mel made her way up to the section where Virgil was and eventually found him, bringing him along.Virgil's Testing Track[]Virgil's Testing Track are test chambers that are constructed by Virgil. He guides Mel through them in an attempt to escape to the surface, but was quickly hijacked by AEGIS, who attempted to kill them both. In an effort to save both their skins, Virgil helped Mel escape higher in the facility, where plant overgrowth in certain testing tracks could potentially hide Mel.Organic Complications[]Virgil's plan worked: AEGIS was blind in the overgrown chambers and couldn't detect them. He noticed some debris blocking the elevator path and quickly activated the emergency brakes. He meets up with the player in an old surveillance room and then proceeds to start hacking into the systems. Attempting to "hack" into the system, he guessed passwords including "override", "admin", and "letmein". The password "admin" opens up a panel with a button labeled "Admin Override", in which he reacts in disbelief if the player chooses to push it.Confronting AEGIS[]When approaching AEGIS, Virgil will not accompany you due to there not being any management rails. He then reassures you by saying he will "give support as needed". As you confront AEGIS,. Welcome to Aegis Wealth Management. AEGIS WEALTH MANAGEMENT FORM CRS. Aegis Wealth Management Provides. A focus on risk management across a lifetime of retirement. Aegis Wealth Management General Information Description. Aegis Wealth Management (Aegis) is a wealth management firm based in Bethesda, Maryland. Established in 2025, the mission of

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Wealth management - Aegis Capital Security

Designation in 2009.Prior to Aegis, Jean worked for fifteen years at ICF Consulting, preparing environmental and economic analyses for government and private sector clients.She is deeply committed to involvement in her community. Jean holds leadership positions at St. Columba’s Episcopal Church. She lives in Chevy Chase, Maryland with two awe-inspiring daughters, a rambunctious (and perpetual) puppy, and a semi-tolerant cat.Read BioMichael A. TreanorPartnerMichael A. TreanorPartnerMike takes a holistic approach to foster a broad understanding of his clients’ financial priorities. Skilled at addressing details while also maintaining a big picture view, Mike strives to keep the financial plan and portfolio strategy in continuous alignment. The father of young children, Mike relates well to second generation clients and enjoys educating them about portfolio construction, retirement and education planning. Mike graduated from Towson University with a B.A. in Economics. Prior to joining Aegis, Mike worked at Armstrong, Fleming & Moore in Washington, DC for seven years, initially as a college intern. Upon graduating in 2006, he accepted a full-time position as the firm’s Head of Operations. Mike was swiftly promoted to Portfolio Analyst in 2008 and earned the Certified Financial Planner™ designation in 2012. In 2013, Mike joined Aegis as a Wealth Advisor with the goal of working to build and maintain high level relationships with his clients while learning the internal functions of the firm. He was then provided the exciting opportunity to become a Partner at Aegis in 2018.Mike lives in North Potomac, Maryland with his wife, two daughters and their dog, just minutes away from where he was born and raised. In his spare time, Mike enjoys time spent with his family, whether it is biking, hiking, swimming or assisting in coaching his daughters’ basketball and soccer teams. Mike also enjoys working on his golf game, playing chess and long distance running in hopes of one day meeting his goal of running a marathon. Mike and his family also try to spend summer weekends at their family beach house as much as possible.Read BioAndrea McClellandWealth AdvisorAndrea McClellandWealth AdvisorAndrea takes a detailed and collaborative approach to create customized financial plans and portfolios to suit each client’s unique needs, always looking ahead to what’s next. She strives to combine comprehensive analysis with thoughtful conversations to ensure that plans reflect client goals and values. A former professional singer and voice teacher, Andrea was inspired to pursue a new career challenge when she discovered

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Dec 17, 2009 Available in 16-Bit/44.1 kHz Stereo Starting at $13.09 Asia Jul 15, 2019 Mga Himig Ng Pag-Asa (Minus One) Aegis Asia - Released by Alpha Records on Jul 15, 2019 Available in 16-Bit/44.1 kHz Stereo Starting at $13.09 Asia Oct 7, 2003 Muling Balikan Aegis Asia - Released by Alpha Records on Oct 7, 2003 Available in 16-Bit/44.1 kHz Stereo Starting at $13.09 Asia Nov 21, 2014 Aegis Greatest Hits Vol. 2 Aegis Asia - Released by Alpha Records on Nov 21, 2014 Available in 16-Bit/44.1 kHz Stereo Starting at $13.09 Asia Nov 29, 1999 Mahal Na Mahal Kita Aegis Asia - Released by Alpha Records on Nov 29, 1999 Available in 16-Bit/44.1 kHz Stereo Starting at $13.09 Asia May 30, 2012 Mga Himig Ng Pag-Asa Aegis Asia - Released by Alpha Records on May 30, 2012 Available in 16-Bit/44.1 kHz Stereo Starting at $13.09 Asia May 28, 2019 Aegis Greatest Hits Vol. 2 (Minus One) Aegis Asia - Released by Alpha Records on May 28, 2019 Available in 16-Bit/44.1 kHz Stereo Starting at $13.09 Asia Mar 8, 2018 Awit At Pag-Ibig (Minus One) Aegis Asia - Released by Alpha Records on Mar 8, 2018 Available in 16-Bit/44.1 kHz Stereo Starting at $13.09 Asia Oct 18, 2001 Awit At Pag-Ibig Aegis Asia - Released by Alpha Records on Oct 18, 2001 Available in 16-Bit/44.1 kHz Stereo Asia May 13, 2019 Aegis Greatest Hits (Minus One) Aegis Asia - Released by Alpha Records on May 13, 2019 Available in 16-Bit/44.1 kHz Stereo Starting at $13.09 Asia Jul 13, 2009 Back to Love (Minus One) Aegis Asia - Released by Alpha Records on Jul 13, 2009 Available in 16-Bit/44.1 kHz Stereo Starting at $13.09 1 2 3 4 My favourites This item has been successfully added / removed from your. Welcome to Aegis Wealth Management. AEGIS WEALTH MANAGEMENT FORM CRS. Aegis Wealth Management Provides. A focus on risk management across a lifetime of retirement.

Aegis Wealth Management, LLC - static.twentyoverten.com

1 : a shield or breastplate emblematic of majesty that was associated with Zeus and Athena 2 a : protection under the aegis of the Constitution 3 b : control or guidance especially by an individual, group, or system under the aegis of the government Did you know? English borrowed aegis from Latin, but the word ultimately comes from the Greek noun aigís, meaning “goatskin.” In ancient Greek mythology, an aegis was something that offered physical protection. It has been depicted in various ways, including as a magical protective cloak made from the skin of the goat that suckled Zeus as an infant, and as a shield fashioned by Hephaestus that bore the severed head of the Gorgon Medusa. The word first entered English in the 15th century as a noun referring to the shield or breastplate associated with Zeus or Athena. It later took on a more general sense of “protection” and, by the late-19th century, it had acquired the extended senses of “auspices” and “sponsorship.” Synonyms Examples of aegis in a Sentence having no claim to the land under the aegis of the law, the cattle baron decided to claim it by force a medical study that was questioned by many because it was done under the aegis of a major pharmaceutical company Recent Examples on the Web Examples are automatically compiled from online sources to show current usage. Read More Opinions expressed in the examples do not represent those of Merriam-Webster or its editors. Send us feedback. These have been earmarked for Canberra under the aegis of its three-year-old AUKUS security pact between the U.S. and the U.K, with an eye on an increasingly assertive China. —Tom Rogers, Newsweek, 22 Feb. 2025 Comedy stars of our age all gathered under the aegis of America’s greatest living impresario, my boss Lorne Michaels. —Glenn Garner, Deadline, 19 Feb. 2025 Comedy stars of our age all gathered under the aegis of America’s greatest. —Shania Russell, EW.com, 19 Feb. 2025 Under his aegis, A+E was among the first media companies to guarantee business outcomes for advertisers, a concept that has gained

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RustyMiller Aegis Wealth Management, Inc CRD#2462705 Investment Advisor in Troy, OH About this Advisor Rusty Miller is a financial advisor based in Troy, Ohio, working with Aegis Wealth Management, Inc. Rusty has previously held positions at Bcj Capital Management, Aegis Wealth Management, Inc, Gossett & Crozier Financial Advisers, Horter Investment Management, LLC, and American Liberty Financial Network LLC. Rusty is registered to provide services in Ohio.Currently, Rusty is part of Aegis Wealth Management, Inc, which operates out of Troy, Ohio. The firm has 28 offices and 30 employees. The firm manages assets totaling $143.1 million and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers.The fee structure at Aegis Wealth Management, Inc includes asset-based, hourly, fixed, and other fees. Services Offered Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers Fee Structure Percentage of Assets, Hourly Charges, Fixed Fees, Others Not sure which advisor is right for you? Use our matching tool. Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today. Aegis Wealth Management, Inc Brokerage Details Total Assets Under Management $143,104,727 OH Average: $9,259,360,772 Total Number of Employees 30 OH Average: 166 Total Number of Accounts 1,742 OH Average: 7,189 Average Account Size $82,150 OH Average: $1,287,990 Investment Advisory Services Financial planning services Portfolio management for individuals and/or small businesses Portfolio management for businesses or institutional clients Selection of other advisers Rusty Miller Work History 2023 - Present (2 years) Aegis Wealth Management, Inc 2002 - Present (23 years) American Liberty Financial Network LLC 2020 - 2023 (3 years) Bcj Capital Management 2014 - 2020 (6 years) Horter Investment Management, LLC 2006 - 2015 (9 years) Gossett & Crozier Financial Advisers Disclosures Please visit the SEC profile of Rusty Miller to learn whether or not they have any disclosures. It is

2025-04-13
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Young. Metro D.C. was awash in entrepreneurial prosperity and he found a place solving complex tax, investment and financial planning issues for business owners, professionals and executives. Encouraged by his clients to do so, he left Ernst & Young to start his own firm in late 2001 which later became part of the creation of Aegis in 2005.Paul lives in Gaithersburg, MD with his wife Becky. They have two grown children. He spends his free time riding his bike, running, playing golf and poker. Having been born and raised in the DMV, he spent decades becoming fully prepared never to see his Capitals win a Stanley Cup or the Nationals win the World Series. Thankfully, things change.Read BioViveka M. RynManaging PartnerViveka M. RynManaging PartnerA co-founding partner of Aegis, Viveka provides comprehensive wealth management services to private clients, trusts and non-profit organizations. She fosters enduring, consultative relationships with her clients which include multi-generational families with sophisticated investment, tax, and estate transfer planning needs. Viveka particularly values helping her clients to align their financial planning with their broader life goals, including maximizing charitable giving opportunities. Prior to forming Aegis in 2005, Viveka was a part of the personal financial consulting practice at Ernst & Young in McLean, Virginia. Viveka is a graduate of Georgetown University, where she earned a B.A. in History, and the University of Maryland, where she earned an M.B.A. and M.S. in Finance. She is a Certified Financial Planner™ professional and has earned the Certified Investment Management Analyst® designation from the Investment & Wealth Institute™.Originally from the DC area, Viveka resides in Baltimore with her two children. In her free time, she enjoys gardening, cooking, working on her golf and tennis swings, and being walked by her Weimaraner and Vizsla.Read BioJean M. HoffPartnerJean M. HoffPartnerJean combines keen analytical skills with business acumen to serve Aegis clients. With Aegis since 2006, Jean became a principal of the firm in 2014. Jean takes time to ensure comprehensive planning truly reflects the client’s personal goals. She delights in motivating clients to achieve their goals – savings targets during wealth creation, spending plans during wealth preservation, and strategic actions for wealth transfer.In addition to her M.B.A. from the Wharton School at the University of Pennsylvania, Jean holds a Master’s degree in Chemistry from the University of Maryland and a B.S. in Chemistry from Williams College in Massachusetts. She earned the Certified Financial Planner™

2025-04-18
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Your Valuable Team at the HelmOur TeamOur RootsWho We AreRead BioEun H. (Rachel) KimManaging PartnerEun H. (Rachel) KimManaging PartnerRachel is one of the co-founding partners of Aegis Wealth. For over 20 years, she has served individuals, multi-generational families, trusts, and private foundations, guiding them through a broad range of financial decisions. She enjoys developing long-term relationships with her clients and is grateful for the trust and responsibility that they have placed in her. Rachel provides sophisticated and holistic financial life planning, investment advisory, tax, retirement, estate, and other financial planning services. A Certified Public Accountant, Rachel specializes in incorporating tax planning in all aspects of wealth management.Prior to forming Aegis in 2005, Rachel was a part of the personal financial consulting practice at Ernst & Young. She provided integrated wealth management services to high net worth clients and executives, delivering advice on a wide variety of financial planning and tax related matters. Rachel was with Ernst & Young for nine years, including her four initial years with the firm’s audit practice.Rachel is a Certified Public Accountant (CPA) licensed in Virginia and Maryland and a Certified Financial Planner™ professional. Rachel has earned the Certified Investment Management Analyst® and Certified Private Wealth Advisor® designations from the Investment & Wealth Institute™. She holds a B.S. in Commerce with a concentration in Accounting from the University of Virginia.Rachel lives in Northern Virginia with her husband and two sons. She enjoys spending time with her family, watching her sons play youth sports, playing tennis and piano, and reading.Read BioPaul A. MeloanManaging PartnerPaul A. MeloanManaging PartnerPaul is a co-founder of Aegis, and like the other co-founders is a veteran of the personal financial consulting practice at Ernst & Young from the late 1990s. He has many client families still with him from his Ernst & Young days. In the past 22 years he has helped successful families navigate a boom, a bust, another boom, another bust, another boom, and one pandemic. Things change.Paul’s career is proof that life is what happens while you’re making other plans. He received degrees from the University of Michigan and American University Law School, then passed the Maryland bar in 1992. He practiced law for six years, primarily in the courthouses of suburban Maryland. His career took an abrupt left turn in 1998 when he was recruited by a running buddy into the then-burgeoning personal financial consulting practice at Ernst &

2025-04-10

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