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Cathy Insley

Cathy Insley

Office Services

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

Contact

Aegis Financial Partners

Office: 303-793-9350

Office: 949-623-1786

Mobile: 303-887-3942

Fax: 949.756.2624

1510 28th Street #100

Boulder, CO 80303

AZ, CA, CO, ID, NV, VA, WA

Derek.tuz@lfg.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2023 FMG Suite.

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: Arizona, California, Colorado, Idaho, Maryland, Massachusetts, Nevada, New Jersey, New Mexico, Oregon, South Carolina, Tennessee, Utah, Virginia, Washington, and Wyoming

Insurance: Arizona, California, Colorado, Nevada, Virginia and Washington

Michael L. Tuz: California Insurance License #0705930
Derek Tuz: California Insurance License #0I51660 | Colorado Insurance License # 144650

Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

Aegis Financial Partners is a marketing name for Registered Representatives of Lincoln Financial Advisors, Corp. CRN-3581973-050621

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.