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OUR TEAM

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 & Managing Partner
​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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