Team Members

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”...

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...

As an assistant at Aegis Financial Partners, Halaina provides client service support to our Financial Planners and their clients. While working closely with Michael and Derek, she has developed trusted relationships with our clients...

Cathy provides office support services, administration, and compliance. Cathy has been affiliated with Lincoln Financial for over 30 years.

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

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...

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...