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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.

Columbia, South Carolina Office

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Jim Agostini, CFP®, ChFC®
Principal & Owner
Email: jim.agostini@dav-fd.com
Office: (803) 741 – 0134
Mobile: (803) 530 – 5375
  • CERTIFIED FINANCIAL PLANNER™

  • Chartered Financial Consultant®

  • Virginia Military Institute, ’86 BS, Civil Engineering

  • University of South Carolina, Darla Moore School of Business – Certificate of Financial Planning, ’04

  • U.S. Army Officer, Corps of Engineers, 1986 – 1995

  • Advisor from 1995-1998

  • District Advisor & Registered Principal, First Command Financial Planning, 1998 – May 2012

  • SC LH&A Insurance License, Series 6, 7, 24, 26, 51, and 63 held by LPL Financial; Series 65 held by DaVinci Financial Designs®

  • Married to Lindsay, three children, Thomas, Tori and Caroline

  • Enjoys participating in triathlons and spending time with his family

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David Wells, ChFC®, CRPC®,
Financial Planner
Email: david.wells@dav-fd.com
Office: (803) 741 - 0134
Mobile: (803) 238 - 8880
  • Clemson University, BS in Administrative / Business Management

  • Over 20 years of experience in the financial services industry

  • Concentration in financial planning; retirement plans; retirement income positioning;
    wealth management; and business and estate planning.

  • Series 6 and 63 held by LPL Financial; Series 65 held by DaVinci Financial Designs®

  • Former business owner and entrepreneur who readily identifies business issues and the
    application of practical solutions

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Patrick Burgess, CFP®
Financial Planner
Email: patrick.burgess@dav-fd.com
Office: (803) 741 – 0134
Mobile: (803) 603 – 3864
  • CERTIFIED FINANCIAL PLANNER™

  • Marquette University, ’90 BA, English

  • University of South Carolina, Darla Moore School of Business – Certificate of Financial Planning, ‘08

  • U.S. Army Officer, 1990 -1999

  • Financial Advisor, First Command Financial Planning, 2000 – May 2012

  • SC LH&A Insurance License, Series 6, and 63 held by LPL Financial; Series 65 held by DaVinci Financial Designs®

  • Married to the former Meghan Buck, two sons, Gus and Flynn

  • Part of the Columbia, SC community, since 1997

  • Member of the St. Peter’s Catholic Church, Contemporary Choir

  • Active in sons’ Scouting, as well as school and athletic involvements.

  • Enjoys spending time with friends and family, music, and home improvement

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Stuart Vaughn, CFP®, RICP®
Financial Planner
Email: stuart.vaughn@dav-fd.com
Office: (803) 741 – 0134
Mobile: (757) 660 – 5838
  • CERTIFIED FINANCIAL PLANNER™

  • United States Military Academy West Point, BA, International Relations

  • Joined Northwestern Mutual in 2016 

  • Series 7 and 63 held by LPL Financial; Series 65 held by DaVinci Financial Designs®

  • Served five years as a U.S. Army Ranger, 75th Ranger Regiment

  • Completed two Afghanistan deployments and more than 100 combat missions

  • Received the Bronze Star Medal for outstanding leadership in combat

  • Eagle Scout and active support of Boy Scouts in Charlotte

  • President of Young Adult Ministry at St. Patrick's Catholic Church

  • Enjoys spending time with friends and family, SCUBA diving, salt-water fishing, backpacking, and fitness. 

  • Completed 26 parachute jumps including a historic jump in 2014 into Normandy, France for the 70th Anniversary of D-day

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Woody Trant
Financial Advisor
Email: woody.trant@dav-fd.com
Office: (757) 644-5544
Mobile: (757) 871-5281
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Marla Warner
Assistant to Woody Trant and Stuart Vaughn
  • University of Richmond; Bachelors of Arts – English; 1975

  • US Army 10/1975 – 02/1994 Armor and Aviation Officer

  • First Command Financial Planning 1994 – 2014, Registered Representative and Investment Adviser

  • Virginia Life and Health License

  • Series 6, 7, and 63 held by LPL Financial

  • Series 65 held by DaVinci Financial Designs®

  • Married with 2 children

  • Enjoys spending time with friends and family on Lake Gaston, especially while boating on the lake

  • Spends free time water skiing and wake surfing during the summer and snow skiing during the winter;  Doing building projects and working in my wood shop all year round

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Carolyn Dickson
Office Manager, Comptroller and LPL Administrative Assistant
  • Over 20 years of experience in the financial services industry

  • Began working at DaVinci Financial Designs upon its creation in 2012

  • Responsible for office management, bookkeeping, as well as client administrative support

  • Enjoys competing in Olympic style weightlifting competitions throughout the Southeast

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Jessica Hinson
Assistant to Jim Agostini, David Wells
 
Email: Jessica.hinson@dav-fd.com
Office: (803) 269-2373
  • University of South Carolina – Bachelors of Business Management

  • Over 12 years of finance services experience since joining DaVinci in 2012

  • Enjoys travelling and spending time with husband Danny and two children

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Devin Kile
Operations Manager, LPL Financial Registered Administrative Associate
  • 2012 graduate of East Carolina University with a Bachelor’s Degree in Finance

  • Began working at DaVinci Financial Designs in June 2013

  • Responsible for trading, RIA compliance, and assists in management of the firm

  • Enjoys travelling with wife Kristen, daughter Blair and their dogs in their motorhome

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Jonathan Dootson
Paraplanner and LPL Financial Registered Administrative Associate
  • 2021 Graduate of Clemson University with a Bachelor’s Degree in Finance

  • Began working at DaVinci Financial Designs in 2019

  • Responsible for financial planning for various advisors at DaVinci Financial Designs

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Dylan Little
 Research Analyst and LPL Administrative Assistant
  • 2022 Graduate of the University of South Carolina with a Bachelor’s Degree in Finance

  • Began working at DaVinci Financial Designs in 2021

  • Responsible for investment research and construction of model portfolios

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