Blog

Nate Sabattini's interest in financial planning grew from a natural affinity for math, a saving-focused upbringing, and a fascination with how financial decisions shape people's futures.

Reflections from Our Co-Founder: Looking Ahead and Passing the Torch

Michael A. Cirino, CLU®, ChFC^®

Wednesday, July 1, 2026

As I reflect on a rewarding career, I’m grateful for the confidence of my clients and the support of my colleagues. I'll continue to guide Aegis Consulting while supporting the next generation of advisors who will carry on our mission.

Mimie Yoon Lee is appointed Managing Director at Aegis Consulting effective March 16, 2026, bringing deep industry experience to strengthen advisor relationships and align people, process, and technology for long-term growth potential.