
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

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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Over 20 years of experience in the financial services industry.
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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 sons’ Scouting, as well as school and athletic involvements.
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Enjoys spending time with friends and family, music, and home improvement

Stuart Vaughn, CFP®, RICP®
Financial Planner
Email: stuart.vaughn@dav-fd.com
Office: (803) 741 – 0134
Mobile: (757) 660 – 5838
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CERTIFIED FINANCIAL PLANNER™
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United States Military Academy West Point, BA, International Relations
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Joined Northwestern Mutual in 2016
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Series 7 and 63 held by LPL Financial; Series 65 held by DaVinci Financial Designs®
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Served five years as a U.S. Army Ranger, 75th Ranger Regiment
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Completed two Afghanistan deployments and more than 100 combat missions
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Received the Bronze Star Medal for outstanding leadership in combat
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Eagle Scout and active support of Boy Scouts in Charlotte
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President of Young Adult Ministry at St. Patrick's Catholic Church
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Enjoys spending time with friends and family, SCUBA diving, salt-water fishing, backpacking, and fitness.
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Completed 26 parachute jumps including a historic jump in 2014 into Normandy, France for the 70th Anniversary of D-day