Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

“There is nothing noble in being superior to your fellow man; true nobility is being superior to your former self.”

-Hemingway

Joey D. Agrati

Joey D. Agrati

Database Admin



Joey was introduced to investing at an early age. Shortly after his sixteenth birthday, he nearly totaled a car. At his father’s suggestion, Joey invested some money and before long, he was able to pay for the repair of the car with earnings from his investments. Through an unlikely turn of events, Joey can now say his investment career began as the result of a car accident.

Having gone to school with Mike’s kids, Joey and Mike had unknowingly crossed paths many times, but it wasn’t until 2012, when the Agrati family became clients, that Joey got his first real introduction to the firm. Impressed with Mike’s peaceful presence and experience, Joey jumped at the first opportunity to work at the firm.

Today, as the office’s Database Admin and resident Excel wizard, he keeps the 1s and 0s in their place – writing code to automate and to help the rest of the team help you.

While Joey’s left-brain is a tech buff, his right-brain is an accomplished composer with music credits on various TV shows, video games, and mobile apps. The rest of Joey enjoys hosting game nights, playing racquetball, jogging, camping, and taking long road trips.