Broker Check

Team Members

Michael Tuz, ChFC®, CRPC®, CFS®, MBA

 

 

Founder / Partner

949.623.1786

949.756.2624

[email protected]

A veteran of the financial world, Michael Tuz brings over 30 years of experience to his clients. While he specializes in a range of financial disciplines, he dedicates his expertise to helping clients enhance the “return”...

 
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Derek Tuz, CFP®, ChFC®, CWS®
 

Partner

303-793-9350

949.756.2624

[email protected]

Derek Tuz is committed to helping clients take charge of their financial future. At Aegis Financial Partners, he brings extensive financial planning, investment management programs, and client service experience to his clients. Derek...

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Sheryl Heinzelmann

Practice Manager

949-623-1786

949.756.2624

[email protected]

In the role of Practice Manager at Aegis Financial Partners, Sheryl provides client service support to our Financial Planners and their clients. She has developed relationships with our clients while assisting them with their financial...

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Cathy Insley

Office Services

Cathy provides office support services, administration, and compliance. Cathy has been affiliated with Lincoln Financial for over 30 years.
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Private Wealth Services: Regional and National Team

Robert E. Appel, J.D. , LL.M., MBA

National Design/Advanced Planning Attorney

Robert is a member of the American and Connecticut Bar Associations.BS degree (Accounting and...

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Timothy S. Johnson, J.D.*

Chief Investment Strategist

Timothy’s areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management. He also has prior experience specializing in debt, convertible and risk arbitrage analysis and trading...

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Nasser Ali, CFA, CFP®, AAMS, CMFC, CRPC

Director of Financial Advisory Services

Prior experience as a portfolio manager responsible for managing customized investment portfolios totaling close to $400 million.Bachelor of Science degree in Finance from the University of Maryland.Member of the Association of...

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Dianna Parker, CFP®

Director of Planning

Diana’s primary area of expertise: Broad knowledge of complex estate planning, business succession planning and retirement planning concepts. Frequently hosts a variety of nationally disseminated educational sessions focused on...

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