Team Members

Aaron Huntoon, MBA, CRPC, CBEC

Sr. Consultant

Sr. Consultant, Intellectual Capital,National Planning Institute Aaron Huntoon joined Osaic FA (formerly Lincoln Financial Advisors) 20 years ago and has served on the planning team consulting on comprehensive financial plan design and...

Christopher M. Fromm, CFP^®, CBEC^®, ChFC^®

Sr. Consultant

Sr. Consultant, Intellectual Capital, National Planning Institute I joined Lincoln Financial Advisors/Sagemark Consulting in 2001 and specialize in comprehensive financial planning for high- net-worth individuals with expertise in...

Derek Tuz, CFP^®, ChFC^®, CWS^®

Partner | Private Wealth Advisor

(303) 793-9350

(949) 756-2624

Derek@AegisFinancialPartners.com

My greatest professional joy comes from watching clients achieve their goals and dreams through thoughtful financial planning. As a partner at Aegis Financial Partners, I am committed to guiding you toward financial independence and...

Donna Rowan, J.D. ¹, LL.M., CLU, ChFC

AVP

AVP, Intellectual Capital, National Planning Institute I am AVP, Financial Services Legal Regulatory (National Design/ Advanced Planning) based in Hartford, Connecticut. My expertise is in advanced planning case design and tax and...

Halaina Correa

Financial Planner Assistant

(720) 793-3173

Halaina@AegisFinancialPartners.com

As an assistant at Aegis Financial Partners, I provide client service support to our Financial Planners and their clients. Working closely with Michael and Derek, I have developed trusted relationships with our clients by assisting...

Michael Tuz, ChFC^®, CRPC^®, CFS^®, MBA

Founder/Partner

(949) 623-1786

(949) 756-2624

Mike@AegisFinancialPartners.com

With over 30 years of experience in the financial world, I am dedicated to helping clients enhance the "return" on their life’s journey. My approach goes beyond just financial planning; I focus on keeping clients engaged in their...