Connor’s Departure from Agilis

Some of you know me as the password reset guy or the person you get in contact with to make sure your RMD’s are taken care of. Unfortunately come the end of June I will no longer be the service manager and will be resigning from Agilis Wealth. This was a tough decision; however, it was an easy one to make.

I have decided to move forward with my pursuit in law enforcement. I have been training for academy for the past 6 months and finally have an opportunity to begin the process.

Dave and Jordan both taught me valuable lessons that will stick with me through life and not just in the field of finance. I am very appreciative of the experience I was able to gain in my almost two years with the firm. They gave me an amazing opportunity and I wish the best for them and the firm moving forward.

It has been a pleasure being able to serve all of you and make sure your needs were met. I wish the best to you all, and may the following years give grace.

Sincerely,
Connor Rossi