Joey Agdinaoay
Operations Manager

Joey has a passion for helping people and with over 25 years of experience in the financial services industry, he is an expert operations and client services manager.

Let's get Aquainted

After graduating from Franklin University with his B.S. in Finance Joey began working for one of the largest mutual fund servicing companies on Wall Street. Through this experience he learned the ins-and-outs of the financial services industry and developed a knack for interfacing between clients and other financial professionals.

Joey enjoys working directly with clients and likes to assist with all types of investment operations and client service matters. He pays close attention to details and understands the importance of exceeding a client’s expectations. In his free time Joey is avid sports fan and enjoys an active lifestyle.