Professional Team

Our advisors are knowledgeable in a wide range of financial matters.

Timothy Stasinoulias

Timothy Stasinoulias

Founder/Managing Partner 

 

 

Tim founded Aegis Wealth Advisors, LLC, a Registered Investment Advisory firm in August, 2005, after nearly 16 years as an independent wealth management advisor counseling wealthy families, physicians, retirees, business owners, and senior executives on their investment, retirement, and estate planning matters. He has been associated with some of the giants of the financial planning industry, including Ameritas Acacia, AIG, The Advisors Group, Intervest International, Fortis, and Hornor, Townsend & Kent.


Tim's broad background and expertise earned him several career achievements along the way. He became a Registered Financial Consultant (RFC) and member of the prestigious International Association of Registered Financial Consultants in 1995. This designation is maintained annually with over 40 credit hours of continuing education. A passionate desire to continue to learn and stay on the cutting edge of the wealth management industry led him to earn the Certified Wealthcare Analyst (CWA) designation in early 2006. Also, he is currently enrolled in the Accredited Wealth Management Advisor (AWMA) program with the College of Financial Planning in Denver, CO. Most recently, he was admitted to the Paladin Registry and was awarded their highest quality rating (Five Stars). http://www.paladinregistry.com/advisor/Timothy.Stasinoulias/
He is a frequent speaker before various professional, corporate, and civic groups. He also has conducted financial education workshops for the general public and businesses since the mid-90's and has appeared as a guest on "Senior Forum" television. Currently, he is the financial columnist for Milwaukee Publication's Boomers monthly newspaper.


Tim is a graduate of the University of Wisconsin-Milwaukee with a Bachelor of Science degree in Criminal Justice. He was born and raised in Milwaukee and is currently a resident of Waukesha County. A dedicated family man, Tim has been a member and supporter of various national & local organizations including the Waukesha County Estate Planning Council, Collaborative Family Law Council of WI, President of Ahepa Milwaukee Chapter 43(American Hellenic Education and Progressive Association), Million Dollar Round Table(MDRT), International Association of Registered Financial Consultants, Financial Planning Association(FPA), Ducks Unlimited, Pheasants Forever, Safari Club International, Wisconsin Tennis Association, Milwaukee School of Ballet, Paladin Registry, CEG Worldwide, Wisconsin Club, etc.

 

A note from Tim: "I strongly believe in acting in the best interests of my clients and their families. Our commitment to this mission has rewarded the clients we serve as well as our firm. In other words, it's a win-win result and not one sided as is so often the case. We'd love to have you join us so that you may participate in this experience!"

Alexander Dinamarca

Alexander Dinamarca

Director of Client Services/Wealth Advisor 

 

Alex joined Aegis Wealth Advisors, LLC, in 2008. He earned his Life Insurance License in 2008 and is currently working towards receiving his Series 65.  Alex has attended several training seminars and conventions across the country on retirement planning, life insurance, and asset preservation from many well respected people in the industry. He has also been working with business owners/plan administrators to help them better understand their retirement contribution plans.  Alex grew up in southeast Wisconsin and is a graduate of the University of Wisconsin-Milwaukee with a Bachelor of Arts degree in Psychology.  He currently resides in Waukesha.

 

Ameritrade

Aegis Service Team

Loring Ward

Team Delta

RedTail

Client Management Team

Questions or concerns?

Please call us at 262 968-5500 or use our contact form.