About us
So who will help you on your journey...
John R. Oliver AWMA- [email protected]
Wealth Partner/ Director of Asset Management
John’s first experience with the stock market was during the .com crash, making him one of the few millennials (so they say) who remembers trading stocks in fractions. Hooked on the markets since his teens, he has spent thousands of hours refining his skills and deepening his financial knowledge. While earning his degree in Entrepreneurship and Finance from the Detroit College of Business, John was already putting his spirit into practice by launching his own company. This lifelong thirst for planning and years of honing his technique in the markets have given him a unique perspective on the comprehensive wealth journey.
Rather than blindly accepting conventional wisdom, John challenges the myths and biases that often cloud financial planning. His boundless curiosity and drive to stay ahead of market shifts—and the critical life changes his clients face—allow him to offer truly valuable, forward-thinking insights.
Through years of mastering the intricacies of financial planning, John realized that the key to success lies in researching people rather than just numbers. While the data represents the "end game," it is human emotion, bias, and thought that control daily decisions. By understanding the psychology behind the finances, John is able to better listen to and partner with his clients. This relationship of trust helps clients remain resolved and consistent, ensuring they stay focused on their long-term vision of financial independence rather than being derailed by emotional market reactions.
John’s breadth of experience ultimately led him to establish Agile Wealth, a 100% transparent and independent fiduciary platform designed for retirees, executives, and entrepreneurs. He finds genuine energy in collaborating with these individuals; their entrepreneurial spirit mirrors his own, creating a synergy that helps them reach their personal milestones.
A builder at heart, John thrives on the intersection of client relationships, emerging technology, and the mechanics of business. When he isn’t leaning into his professional life, he is usually embracing his other favorite roles: trail runner, architecture enthusiast, and garden explorer. Above all, John is the proud father of a daughter and two sons
Jonathon R. Thomason RICP-
Wealth Partner / Director of Financial Planning
Jon brings his unique perspective and insatiable thirst for knowledge to the team as Director of Financial Planning. Working as a Senior Advisor at TD Ameritrade Jon had a ground-level view of what self-directed clients did well and the areas where they needed guidance and assistance. Creating open dialogue and establishing trusting relationships, Jon was able to help his clients articulate their personal and financial goals. It was this process and experience that led Jon to pursue better ways to deliver clients the tools and resources needed to execute effective financial plans. Jon's pursuit of independence and a team based environment led him to join Agile Wealth Partners, this gave him the ability to use all the available financial solutions in the marketplace to meet clients' personal and financial goals. Jon was now able to continue his mission of appropriately serving clients to the best of his fiduciary duty and help clients execute a proper financial planning process from start to finish.
Jon holds a degree in finance and received his RICP® designation (Retirement Income Certified Professional) which gave him the advanced planning knowledge of converting assets into retirement Income. Jon started the CFP® (CERTIFIED FINANCIAL PLANNER™) journey soon after completing the RICP in 2018. Jon sat and passed the CFP Exam in 2020. Having passed the CFP® Exam, Jon gained further capacity to assist clients in Holistic Financial Planning.
Jon lives in Northville with his wife, Janelle Thomason and two children. Jon’s entrepreneurial spirit matches Janelle's, an EMMY Award Winning Makeup Artist, owner of The Makeup Loft, and Founder of Cosmakery Cosmetics. In Jon's down time he enjoys the challenge of maintaining a single-digit handicap, playing tournament billiards (member of the American Pool Player Association), and reading.
Taylor Eagle MS-
Wealth Partner/ Head of Research
Taylor Eagle is head of research and analyst at Agile Wealth. As a member of the team, he is responsible for identifying and evaluating assets from private businesses to public companies. Focusing on finding opportunities by providing research and due diligence for assets and the investment strategies surrounding them. As an inquisitive researcher and incisive financial professional, Taylor brings extensive knowledge in all investment asset classes.
Taylor holds a bachelors of science in neuroscience and a masters of science in medical science from the University of Michigan- Ann Arbor. Prior to joining agile, he worked as director of clinical and business operations at Innovative Biotherapies, a startup medical device company founded at University of Michigan Medical School, and director of finance and operations at Mitovation, a startup medical device company founded at Wayne State University Medical School.
Taylor’s passion for investing and desire to be a fiduciary to help others and their families in their own financial planning led him to John and Jon in late 2021. He became a registered investment adviser representative in the state of Michigan with the firm in early 2022 and is currently working towards his CFA.
Taylor lives in Dexter with his wife, Alyssa, son Gerry and beagle, Olive. He is an avid fisherman (fly and conventional), skier, and fan of U of M football and basketball programs.
Wealth Partner/ Head of Research
Taylor Eagle is head of research and analyst at Agile Wealth. As a member of the team, he is responsible for identifying and evaluating assets from private businesses to public companies. Focusing on finding opportunities by providing research and due diligence for assets and the investment strategies surrounding them. As an inquisitive researcher and incisive financial professional, Taylor brings extensive knowledge in all investment asset classes.
Taylor holds a bachelors of science in neuroscience and a masters of science in medical science from the University of Michigan- Ann Arbor. Prior to joining agile, he worked as director of clinical and business operations at Innovative Biotherapies, a startup medical device company founded at University of Michigan Medical School, and director of finance and operations at Mitovation, a startup medical device company founded at Wayne State University Medical School.
Taylor’s passion for investing and desire to be a fiduciary to help others and their families in their own financial planning led him to John and Jon in late 2021. He became a registered investment adviser representative in the state of Michigan with the firm in early 2022 and is currently working towards his CFA.
Taylor lives in Dexter with his wife, Alyssa, son Gerry and beagle, Olive. He is an avid fisherman (fly and conventional), skier, and fan of U of M football and basketball programs.
Investment advisory services performed by Agile Wealth LLC. a registered investment adviser in the state of Michigan. The adviser may transact
business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are
not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.
business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are
not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.
|
SCHWAB CLIENT LOGIN |
CONTACT
|
|