Who We Are
Aegis Financial Partners is a fee-based financial services firm. Mike Tuz has been listed as a Five Star Wealth Manager for several years in a row from 2012 through 2016, and again in 2018.
We have conviction in what we do and our financial planning process provides the courage to get our clients to do the things they need towards accomplishing their goals.
Michael L. Tuz, ChFC, CRPC, CFS, MBA – Founder / Partner
Derek Tuz, CFP, ChFC, CWS – Partner
Cynthia M. Zuniga – Practice Manager
- Robert E. Appel, JD*, LLM, MBA
- Tim Johnson, JD*, RDI - National Director of Investments
- Dianna Parker, CFP® - Director of Financial Planning
* Persons who hold a JD or CPA license do not offer tax or legal advice on behalf of the firm.
The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award. Working with a Five Star Wealth Manager is no guarantee of investment success. For more information go to http://bit.ly/2dVQQFc