Our Team
Team

How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Find a Financial Professional
- Andrew A. Agemy, MRFC®Founder and CEOInvestment Advisor
- Cathy AgemyBookkeeper
- Corbin MacDonaldTech GeniusAdministrative Assistant
- Daniel J. Agemy, CPM®, RFC®Chief Investment Officer
- Matthew AgemyOperations Specialist
- Michael ErrigoAccount SpecialistInvestment Advisor
Andrew A. Agemy, MRFC®
Founder and CEO
Investment Advisor
Founder & CEO
Daniel J. Agemy, CPM®, RFC®
Chief Investment Officer
Chief Investment Officer
203.738.0029
Daniel J. Agemy, CPM®, RFC®, has been working in the world of finances for most of his life! As a boy, he helped his dad, Andrew Agemy, in the office. As he got older, he realized he had a special knack for communicating...