Joe D’Agostino

Wealth Advisor

As a wealth advisor, Joe emphasizes finding solutions for private investors’ and small business owners’ need for capital. He enjoys educating his clients on innovative and unique solutions for accessing and maximizing capital through retirement savings plans. Joe is passionate about helping his clients achieve a win/win solution – creating a tax-free retirement nest-egg while maximizing accessible capital.

With over seven years’ experience in the financial services industry, Joe brings a wealth of knowledge and experiences to fulfilling client needs. Joe found success early in his career in this industry, earning multiple awards like Rookie of the District. He has earned his Series 6 and 63 designations, insurance licenses for both property & casualty and life & health as well as a real estate license in Kansas. Joe holds a Bachelor of Science in social sciences from Kansas State University.

Joe is a native Kansas Citian, is married and lives in Overland Park, KS. His passion has always been rugby, playing in high school, college and post-college. Now retired from the sport, Joe’s passion has turned to coaching the sport. Joe’s time spent outside of work centers around family, friends and travel. Fun fact – in middle school Joe was named the Knights of Columbus, state of Kansas, free throw champion!