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 literally half his life ago, which makes him one of only a few millennials (so they say) who have traded stocks in fractions. John was hooked on trading stocks in his teens and has spent thousands of hours refining his skills and knowledge in this area. During these early years of trading, John was going to Detroit College of Business for an Entrepreneurship/Finance degree. At the same time, John was creating his own company and putting his entrepreneurial spirit into practice. A non-stop thirst for planning knowledge and his years honing his technique in the markets has given John a unique perspective on the comprehensive planning journey. He does not blindly accept conventional wisdom or allow himself to be influenced by the many myths and biases surrounding financial planning and the market. John’s experience and his boundless curiosity and hunger to keep up with new information, including the critical changes clients face over a lifetime, allow him to offer valuable insights and perspectives.
Spending many years becoming well versed in the details of comprehensive financial planning, John was seasoned to the point where he knew the key to success meant he needed to focus attention and extra time researching people rather than numbers. John knew that markets and our personal finances are controlled by people, not numbers. He realized that while the numbers are the “end game,” people and their internal thoughts, biases, and emotions control their daily actions and decisions. This combination of experience and perspective has allowed John to better serve, listen to, and partner with his clients; this relationship of trust helps clients maintain focus on the plan, remain resolved and consistent instead of allowing emotional reactions to derail them and helps them build toward their visions of financial independence.
John’s breadth of experiences led him to create Agile Wealth to create a 100% transparent and independent fiduciary platform for retirees, executives, and entrepreneurs living out their journey. Much of John’s time is spent with these folks because their entrepreneurial spirit awakens his, and the collaboration then allows Agile Wealth Partners to help them achieve their personal versions of financial independence.
When John is not knee-deep into a client's plan, enhancing the company, or researching new technology, you can catch him traveling and exploring the outdoors or playing soccer with his three children and dog. You can find John running trails, cheering on one of his sons, or enjoying the wonders of architecture and gardens.
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 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 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
|
|