Advisor Bios |
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Corporate Office - South Carolina - Columbia |
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Jim Agostini, CFP®, ChFC® CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, Principal,and Managing Partner Email: jim.agostini@dav-fd.com | Office: (803) 741 – 0134 | Mobile: (803) 530 – 5375 |
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Jeb Zoller, CFP® CERTIFIED FINANCIAL PLANNER™, Partner Email: jeb.zoller@dav-fd.com | Office: (803) 741 – 0134 | Mobile: (803) 530 – 9112 |
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Patrick Burgess, CFP® CERTIFIED FINANCIAL PLANNER™ Email: patrick.burgess@dav-fd.com | Office: (803) 741 – 0134 | Mobile: (803) 603 – 3864 |
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Stephen Simmons Financial Advisor, Principal Email: steve.simmons@dav-fd.com | Office: (803) 254 – 1688 | Mobile: (803) 414 – 7640 |
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Brad Wilson, MBA Financial Advisor Email: brad.wilson@dav-fd.com | Office: (803) 741 – 0134 | Mobile: (803) 467 – 6059 |
New Jersey - Marlton |
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Kirk Baur Financial Advisor Email: kirk.baur@dav-fd.com | Office: (856) 267-0239 | Mobile: (609) 980-2504 |
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Mona Santos Financial Advisor, Principal Email: mona.santos@dav-fd.com | Office: (856) 267-0239 | Mobile: (845) 597-4718 |
Virginia - Alexandria |
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John W. Exner, ChFC® Chartered Financial Consultant® Email: john.exner@dav-fd.com | Office: (703) 343-6878 | Mobile: (808) 343-4577 |
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Claudia Exner Financial Advisor Email: claudia.exner@dav-fd.com | Office: (703) 343-6878 | Mobile: (808) 343-4578 |
Virginia - Fairfax |
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Eric Bressman, CFP® CERTIFIED FINANCIAL PLANNER™ Email: eric.bressman@dav-fd.com | Office: (703) 877-0820 | Mobile: (571) 289-3454 |
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C. Sabine Bressman, RICP® Retirement Income Certified Professional® Email: sabine.bressman@dav-fd.com | Office: (703) 877-0820 | Mobile: (571) 289-3455 |
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Pam Rodriguez, CFP®, ChFC® CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant® Email: pam.rodriguez@dav-fd.com | Office: (703) 877-0820 | Mobile: (410) 562-6555 |
Virginia - Newport News |
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Woody Trant Financial Advisor Email: woody.trant@dav-fd.com | Office: (757) 644-5544 | Mobile: (757) 871-5281 |
Leonardo DaVinci is often described as the ‘Renaissance Man’, a man of unquenchable curiosity and an inventive imagination. Our philosophy as well, your DaVinci Financial Designs℠ Advisor takes pride in being curious about you and your goals and imaginative in searching for the optimal strategy for you. |
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Our team is committed to servicing our clients, you are our first priority! |
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