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