Putting clients at the center of all we do
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800.579.7923
Our Approach
Meet Aegis Financial
More Than A Quarter Century Of Service to Our Clients
Aegis Financial, headquartered in Denver, Colorado, is one of the premier financial marketing organizations in the country, providing annuity, life insurance, retirement and business solutions to independent insurance professionals, financial advisors, and their clients. Aegis Financial is unique in its approach to servicing independent financial professionals and has focused for nearly 30 years on providing a small-business experience and culture that puts the client at the center of everything we do, coupled with extensive, high-level resources that give our clients the best of both worlds. Aegis Financial’s elite team of just over 30 employees proudly supports a close-knit team of agents nationwide who write $1 billion of annual annuities.
Aegis Financial is a well-known and respected name in the annuity and wealth planning market, having experienced steady growth every year of its nearly three decades in business. Our company offers highly personalized services for financial advisors and insurance professionals, who support their customers with annuity, life insurance, retirement and business solutions. Emphasizing more attention to a select group of advisors, Aegis Financial focuses on the individual success of each agent by offering products and services designed to fit the needs of advisors and the clients they serve.
600+
Writing Agents
Annual Annuity Production
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Surround yourself with people dedicated to your success
Our team
We’re ready to partner with you
Meet Our Management Team
Darin Lucas
President & CEO
aegis@aegisfinancial.com
800.579.7923
Carl Muehlemeyer
Chief Operating Officer
aegis@aegisfinancial.com
800.579.7923
Nicole Skattum
Executive Vice President
nicole@aegisfinancial.com
800.579.7923 ext. 507
Nate Murphree
President of Annuity Distribution | Sales & Marketing
nate@aegisfinancial.com
800.579.7923 ext. 514
Tom Bradley
Chief Sales Officer | Sales & Marketing
tom@aegisfinancial.com
800.579.7923 ext. 504
Meet Our Annuity Sales Team
Mike Dudley
Senior VP | Sales & Marketing
mike@aegisfinancial.com
800.579.7923 ext. 531
Adam Ellzey
Regional VP | Sales & Marketing
adam@aegisfinancial.com
800.579.7923 ext. 505
Tim McGuire
Regional VP | Sales & Marketing
tim@aegisfinancial.com
800.579.7923 ext. 529
Steve Gibson
Senior VP | Sales & Marketing
steve@aegisfinancial.com
800.579.7923 ext. 518
Josh Karasow
Senior VP | Sales & Marketing
josh@aegisfinancial.com
800.579.7923 ext. 503
Chad Kopser
Senior VP | Sales & Marketing
chad@aegisfinancial.com
800.579.7923 ext. 522
Griffin Malatino
Regional VP | Sales & Marketing
griffin@aegisfinancial.com
800.579.7923 ext. 526
Grady Gorman
Regional VP | Sales & Marketing
grady@aegisfinancial.com
800.579.7923 ext. 513
Ian Rivas
Regional VP | Sales & Marketing
ian@aegisfinancial.com
800.579.7923 ext. 528
Dan Winders
Regional VP | Sales & Marketing
dan@aegisfinancial.com
800.579.7923 ext. 511
Ben Harris
Regional VP | Sales & Marketing
ben@aegisfinancial.com
800.579.7923 ext. 615
Meet Our New Business Team
Jen Rowan
New Business Team Lead
jennifer@aegisfinancial.com
800.579.7923 ext. 519
Rachel Root
New Business Team Lead
rachel@aegisfinancial.com
800.579.7923 ext. 524
Ann Brashaw
Annuity Contracting
ann@aegisfinancial.com
800.579.7923 ext. 610
Maureen Cowell
Contracting Specialist
maureen@aegisfinancial.com
800.579.7923 ext. 631
Crystal Hayward
LIFE New Business Team Lead
crystal@aegisfinancial.com
800.579.7923 ext. 534
Tevun Roth
Life Contracting
tevun@aegisfinancial.com
800.579.7923 ext. 530
Kailah Toth
Team Lead Assistant
kailah@aegisfinancial.com
800.579.7923 ext. 600
Meet Our Marketing & Creative Team
Sam Shaheen
Director of Marketing Communications
sam@aegisfinancial.com
800.579.7923
Mackenzie Brennan
Marketing Assistant
mackenzie@aegisfinancial.com
800.579.7923
Ashlee Voda
Event Planner
ashlee@aegisfinancial.com
800.579.7923
Meet Our Support Team
Ingrid Alpenfels
Accountant
ingrid@aegisfinancial.com
800.579.7923
Ty Muehlemeyer
Commissions Analyst
tynan@aegisfinancial.com
800.579.7923
Daniela Castorena
Front Desk Administrator
dani@aegisfinancial.com
800.579.7923
Michelle Aragon
Team Aspen Client Services
michelle@aegisfinancial.com
800.579.7923 ext. 516