Putting clients at the center of all we do
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800.579.7923
Our story
How it all started
Celebrating 25 Years Of Serving Our Clients.
Formerly known as First Annuity & Insurance Marketing, the company was founded in 1995 by President & CEO, Darin W. Lucas (R)
and Carl Muehlemeyer, COO (L).
The firm is built on a foundation of integrity and good-old-fashioned hard work. While many of the national marketing companies at the time were focused on recruiting masses of agents and rapid growth, we chose a different path, focusing on building solid relationships and partnerships with each of our clients, one at a time, a corporate philosophy that exists even today.
We continue to be a life and annuity leader in providing viable solutions to all facets of our advisors’ businesses. We welcome you to join our family and experience the genuine sincerity that we all share in helping you achieve your goals.
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 VP | Operations
nicole@aegisfinancial.com
800.579.7923 ext. 507

Lisa McLaughlin
VP | Marketing & Client Relations
lisa@aegisfinancial.com
800.579.7923 ext. 517
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

Hary Sastro
Regional VP | Sales & Marketing
hary@aegisfinancial.com
800.579.7923 ext. 509

Tom Bradley
Senior VP | Sales & Marketing
tom@aegisfinancial.com
800.579.7923 ext. 504

Josh Karasow
Senior VP | Sales & Marketing
josh@aegisfinancial.com
800.579.7923 ext. 503

Nate Murphee
Senior VP | Sales & Marketing
nate@aegisfinancial.com
800.579.7923 ext. 514

Chad Kopser
Senior VP | Sales & Marketing
chad@aegisfinancial.com
800.579.7923 ext. 522

Steve Gibson
Senior VP | Sales & Marketing
steve@aegisfinancial.com
800.579.7923 ext. 518

Grady Gorman
Regional VP | Sales & Marketing
grady@aegisfinancial.com
800.579.7923 ext. 513

Michael Ladd
Regional VP | Sales & Marketing
michael@aegisfinancial.com
800.579.7923 ext. 525

Ian Rivas
Regional VP | Sales & Marketing
ian@aegisfinancial.com
800.579.7923 ext. 528

Luke Pascale
Regional VP | Sales & Marketing
luke@aegisfinancial.com
800.579.7923 ext. 523

Griffin Malatino
Regional VP | Sales & Marketing
griffin@aegisfinancial.com
800.579.7923 ext. 526

Dan Winders
Regional VP | Sales & Marketing
dan@aegisfinancial.com
800.579.7923 ext. 511
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

Brooke Sellers-Watson
New Business Team Lead
brooke@aegisfinancial.com
800.579.7923 ext. 510
Meet Our Life Team

Scott Soares
VP Life Sales
scott@aegisfinancial.com
800.579.7923 ext. 533

Crystal Hayward
New Business Team Lead
crystal@aegisfinancial.com
800.579.7923 ext. 534
Meet Our Marketing & Creative Team

Madelyn Price
Team Marketing Coordinator
madelyn@aegisfinancial.com
800.579.7923 ext. 532

Madeline George
Team Marketing Coordinator
madeline@aegisfinancial.com
800.579.7923 ext. 515
Meet Our Support Team

Sarah Conklin
Front Desk Administrator
sconklin@aegisfinancial.com
800.579.7923 ext. 500

Michelle Aragon
Team Aspen Client Services
michelle@aegisfinancial.com
800.579.7923 ext. 516

Ingrid Alpenfels
Accountant
info@aegisfinancial.com
800.579.7923

Maureen Cowell
New Business Assistant
maureen@aegisfinancial.com
800.579.7923 ext. 555

Ty Muehlemeyer
Data Specialist
tynan@aegisfinancial.com
800.579.7923

Tevun Roth
New Business Assistant
tevun@aegisfinancial.com
800.579.7923 ext. 530