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
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CERTIFIED FINANCIAL PLANNER™
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Chartered Financial Consultant®
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Virginia Military Institute, ’86 BS, Civil Engineering
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University of South Carolina, Darla Moore School of Business – Certificate of Financial Planning, ’04
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U.S. Army Officer, Corps of Engineers, 1986 – 1995
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Advisor from 1995-1998
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District Advisor & Registered Principal, First Command Financial Planning, 1998 – May 2012
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SC LH&A Insurance License, Series 6, 7, 24, 26, 51, and 63 held by LPL Financial; Series 65 held by DaVinci Financial Designs®
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Married to Lindsay, three children, Thomas, Tori and Caroline
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Enjoys participating in triathlons and spending time with his family
David Wells, ChFC®, CRPC®,
Financial Planner
Email: david.wells@dav-fd.com
Office: (803) 741 - 0134
Mobile: (803) 238 - 8880
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Clemson University, BS in Administrative / Business Management
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Experience in the financial services industry since 1992
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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®
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Former business owner and entrepreneur who readily identifies business issues and the
application of practical solutions
Patrick Burgess, CFP®
Financial Planner
Email: patrick.burgess@dav-fd.com
Office: (803) 741 – 0134
Mobile: (803) 603 – 3864
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CERTIFIED FINANCIAL PLANNER™
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Marquette University, ’90 BA, English
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University of South Carolina, Darla Moore School of Business – Certificate of Financial Planning, ‘08
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U.S. Army Officer, 1990 -1999
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Financial Advisor, First Command Financial Planning, 2000 – May 2012
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SC LH&A Insurance License, Series 6, and 63 held by LPL Financial; Series 65 held by DaVinci Financial Designs®
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Married to the former Meghan Buck, two sons, Gus and Flynn
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Part of the Columbia, SC community, since 1997
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Member of the St. Peter’s Catholic Church, Contemporary Choir
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Active in Scouting, as well as school and athletic involvements.
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Enjoys spending time with friends and family, music, and home improvement
Devin Kile
Operations Manager, LPL Financial Registered Administrative Associate
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2012 graduate of East Carolina University with a Bachelor’s Degree in Finance
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Began working at DaVinci Financial Designs in June 2013
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Responsible for trading, RIA compliance, and assists in management of the firm
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Enjoys travelling with wife Kristen, daughter Blair and their dogs in their motorhome
Carolyn Dickson
Office Manager, Comptroller and LPL Administrative Assistant
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Over 20 years of experience in the financial services industry
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Began working at DaVinci Financial Designs upon its creation in 2012
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Responsible for office management, bookkeeping, as well as client administrative support
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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
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University of South Carolina – Bachelors of Business Management
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Over 12 years of finance services experience since joining DaVinci in 2012
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Enjoys travelling and spending time with husband Danny and two children
Dylan Little
Research Analyst and LPL Administrative Assistant
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2022 Graduate of the University of South Carolina with a Bachelor’s Degree in Finance
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Began working at DaVinci Financial Designs in 2021
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Responsible for investment research and construction of model portfolios
Jonathan Dootson
Paraplanner and LPL Financial Registered Administrative Associate
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2021 Graduate of Clemson with a BA in Finance, BA in Management, and minor in accounting - Magna Cum Laude
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Economics Club (VP), Student University Chapter of the IMA, Finance and Accounting Student Advisory Board, Entrepreneurship Club (founder, President), and Wall Street South Investments Club
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Began working at DaVinci Financial Designs in 2019
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Responsible for financial planning for various advisors at DaVinci Financial Designs