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Andrew G
Series 66
Columbus, WI
Gile Agnew, LLC
Andrew Gile is a financial advisor at Gile Agnew, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, Bankers Bank, Edward Jones, and served in the U.S. Army for eleven years. He is currently involved as an intern at Malik Law Group. Gile Agnew provides discretionary portfolio management and financial planning services to individuals, trusts, retirement accounts, investment entities, and charitable organizations. The firm employs a proprietary, rules-based value investing framework focused on individual equities and bonds, incorporating risk management techniques such as tactical hedging and tax-aware trading.
Trevor A
Series 66
Columbus, WI
Gile Agnew, LLC
Trevor Agnew is a financial advisor at Gile Agnew, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, OSAIC, and several other financial firms. Outside of advisory work, he is a partner and tax preparer at Preferred Tax Advisors LLC and owns a golf simulator business called The Swing Lab LLC. Gile Agnew provides discretionary portfolio management and financial planning services to individuals, trusts, retirement accounts, investment entities, and charitable organizations. The firm employs a rules-based value investing framework with an emphasis on risk management and tax-aware trading, overseeing approximately $28.2 million across about 173 client relationships.
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