Eun H. (Rachel) Kim, Managing Member

Eun H. (Rachel) Kim, Managing Member

  Paul A. Meloan, Managing Member

Paul A. Meloan,
Managing Member

  Viveka M. Ryn, Managing Member

Viveka M. Ryn,
Managing Member

  Jean M. Hoff, Principal

Jean M. Hoff,
Principal

  Michael A. Treanor, Wealth Advisor

Michael A. Treanor,
Wealth Advisor

  Sandra C. Hou, Director of Tax

Sandra C. Hou,
Director of Tax

  Yvonne Spencer, Client Relations Associate

Yvonne Spencer,
Client Relations Associate

 

 

Wealth management is a highly personal process, and we take a tailored approach to it. As an independent boutique firm, Aegis offers you a level of service from senior-level wealth managers few can match. Each of our three directors is a highly qualified, experienced wealth manager, and each of our clients works directly with one or more of our directors.

Just as the needs and desires of each client are different, so are the specialties, personalities and approaches of each of our directors. But although we serve our clients as individuals, we work as a team, and all of us contribute advice and insight to each of our clients.