Who We Are

Our Founder

Our Team

Our Resources

Core Philosophies

Press and Media

Our Founder

Angie Shay

Founder

Personal Motto

"Leave it better than how you found it."

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Our Team

Christina Headshot

Christina M. Horsley

Client Relationship Advisor

Personal Motto

"You are what you do, not what you say you’ll do."

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Jason Augustosky headshot

Jason Augustosky

Associate Financial Adviser

Personal Motto

"If you love life, don't waste time, for time is what life is made up of."

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Brian Headshot

Brian C. Shay

Chief Operations Officer

Personal Motto

“It’s not just about knowing, it is about DOING. It’s not enough to know the will of the Father, it is about living it.”

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Our Resources

The Nautilus Group logo

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Angie Shay works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

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Eagle Strategies logo

Through Eagle Strategies, Angie Shay provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.

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Core Philosophies

Mission

To create powerful financial strategies that our clients understand and empower them to live without fear of their future.

Vision

A world where families are confident that no matter what, all will be well, and they are not alone.

Core Values

Dedication

  

Excellence

Respect

Teamwork

Dedication

We will invest as much in others as they are willing to invest in themselves.

Excellence

We strive to always give our best and leave things better than we found them.

Respect

Loving our neighbors as ourselves creates a culture of humility and mutual respect.

Teamwork

We are better together, and each team member has a vital role in helping our clients win. When they win, we win!

 

Whether you are a business owner, family, or retiree, THE PATH Financial Strategies can help guide your journey to financial security. From personal finances to investments and insurance to estate preservation, THE PATH Financial Strategies provides financial services backed by knowledge and experience.

It Starts with a Plan

The first step is to contact us so we can take an in-depth look at where you are today … and where you want to be tomorrow. We don’t dictate; we listen and collaborate. Then together we customize plans to help achieve your goals.

Course Correction and Management

We deliver results through a well-coordinated series of recommendations that are easy to understand and easy to implement. And since circumstances or objectives may change over time, we approach your financial plan* as a dynamic, ongoing process.

Our fee-based approach makes us readily available to guide you through detours (such as changing tax laws)… and to steer you past roadblocks (such as marketplace changes). We keep you apprised of opportunities for evolving and flexing your plan as needed, when needed.

Your Partner in Planning

THE PATH Financial Strategies doesn’t focus on securing random accounts; we build relationships for life. We grow with you and alongside you, through life’s milestones and events.

Whether you choose to work with us on a comprehensive basis or focus on specific areas, THE PATH Financial Strategies is ready to help. Contact us today.

Thank You!

Our most appreciated compensation is a referral from a satisfied client. We count it an honor and blessing to serve you and those you know.

*Angelia Z. Shay, a Financial Adviser, provides financial planning services through Eagle Strategies LLC, a Registered Investment Adviser.

Press and Media

Media Announcements

THE PATH Financial Strategies serves our community through volunteerism, mentoring and participation on leadership boards that are local to national in scope.

Angelia Z. Shay Profiles in Diversity Journal

March 2015

Angie writes an article entitled: "Women’s History Month: Remembering the Struggle to be Heard."

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Angelia Z. Shay Richmond Family Magazine

December 2014

Richmonder Enters New York Life Hall of Fame.

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Angelia Z. Shay Life & Health Advisor

August 2014

Angie is featured in this month's magazine.

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Angelia Z. Shay Life & Health Advisor

October 2013

In St. Louis at the WIFS National Conference, Angie was elected National President of Women in Insurance & Financial Services (WIFS) - the only national organization exclusively devoted to helping women succeed in both insurance and financial services.

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Angelia Z. Shay LifeHealthPRO Article

September 2013

Angie is listed as one of the 20 women in insurance that you need to know.

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Angelia Z. Shay made her first TV debut

August 2013

The early morning show called "Virginia this Morning," interviewed Angie, making it her first appearance on TV live. Check out the link above to hear what Angie has to say about women in the financial world.

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Angelia Z. Shay New Appointment

August 2013

Richmond Family Magazine writes a brief article concerning Angie's appointment to WIFS, a National Board.

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Articles

THE PATH Financial Strategies also provides financial education through speaking engagements and publications, including these magazine articles authored by Angelia Z. Shay (formerly Angelia Fritter).

"It Starts With a Budget" - Richmond Family Magazine

July 2015

The bottom line for success in your financial house boils down to one word: budget. More specifically, know your monthly budget and the numbers that make it up....check it out!

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"Pre-Tax Assets" - Richmond Family Magazine

May 2015

The best offense is always a good defense, so make sure your financial planning includes some protective strategies with lasting impact – for yourself and your heirs.

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"Living and Learning" - Richmond Family Magazine

April 2015

The only thing that is certain in life is change, so having flexible financial plans and products matters.

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"Top 6 Not-So-Smart Financial Moves" - Richmond Family Magazine

March 2015

Angie writes about how to avoid common money mistakes.

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"Tips for Single Parents" - Richmond Family Magazine

February 2015

In this article, Angie writes about some helpful tips for single parents.

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"Get a Smart Start" - Richmond Family Magazine

January 2015

Staying on guard, changing ways of thinking, and sometimes not responding can help protect you from devious scams and negative consequences. Start your New Year safe and secure, versus sorry.

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"What to Give the Grandkids" - Richmond Family Magazine

January 2015

This Christmas maybe giving a "traditional" gift may not be the best gift. Why not give a gift with long-term impact and long-term value? Angie explains about three ideas that will transcend the season.

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"Thankfully Realistic" - Richmond Family Magazine

November 2014

How do you plan to spend money this Holiday Season? Be realistic and see what you could do to prevent stress.

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"Left Behind" - Richmond Family Magazine

November 2014

Begin with the end in mind, planning so your beneficiaries truly benefit...

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"Take a Closer Look at Cash Flow" - Richmond Family Magazine

September 2014

Do your values match with the way you spend money? Take a look at this article and see if you are able to learn a process that hopefully will align these two areas.

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"Back-to-Budget Basics" - Richmond Family Magazine

August 2014

Sometimes our children think that money grows on trees. However, we know that it doesn't. Check out this article on how to teach your children about money management.

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"Your IRA, On a Roll" - Richmond Family Magazine

July 2014

When changing jobs, something you should consider...

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"Small Business Basics" - Richmond Family Magazine

June 2014

Small businesses and home-based startups have this in common: the desire for success. Check it out to get some simple tips to follow.

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"Your Child’s Future" - Richmond Family Magazine

May 2014

Time slips by fast when you look at the time that you have with your children. This article, Angie shares some ways to financially prepare for your children’s future.

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"Financial Risks" - Richmond Family Magazine

April 2014

Risk is everywhere, no matter how hard you try to avoid it. With financial risks, some are obvious, others are hidden. The big question is, which financial risks should you avoid, insure, or assume?

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"Women's Financial Fears" - Richmond Family Magazine

March 2014

With March being Women's history month, Angie shares some common fears that women have and how they can overcome those fears to help create legacies, both personally and financially.

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"The Inevitable" - Richmond Family Magazine

February 2014

A good way of showing your love is by being prepared.

Click here to read the article

"Financial Kick Starts" - Richmond Family Magazine

January 2014

Find out from Angie 5 little tips that could make a big difference.

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"Disability Insurance" - Richmond Family Magazine

November 2013

So how do you know which type of insurance to own?

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"The Parent Talk" - Richmond Family Magazine

September 2013

Financial conversations between generations can be more pleasant when conducted at the right phase of life – that is, when it’s comfortable for the parents.

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"The Strategic Plan" - Richmond Family Magazine

August 2013

A strategic plan is a compass for business. It gives direction, helps organizations make good decisions, and supports balance.

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"Is Refinancing Right?" - Richmond Family Magazine

July 2013

Consider Why, When, and How Much... The answers to these questions could let you figure out if refinancing is an option.

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"Reining in Consumerism for Kids’ Sake" - Richmond Family Magazine

July 2013

Financial self-control starts with parents, so perhaps it’s time for a self-audit of your family’s financial management?

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"The Tax Man Cometh" - Richmond Family Magazine

April 2013

Last-minute tips for tax day! Don’t just complete your current tax return; get organized for next year.

Click here to read the article

"Financing the Cost of College" - Richmond Family Magazine

April 2013

Research options, read fine print, and think "out of the box" to fund your children’s college education.

Click here to read the article

"Life Insurance" - Richmond Family Magazine

February 2013

Life insurance is the greatest love letter ever written ... and an important tool for every financial plan.

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"Team of Two" - Richmond Family Magazine

January 2013

A good marriage and a strong financial foundation require hard work, communication skills, and ongoing adjustments. After a couple says "I do," words like "I" and "you" should be replaced by phrases that embrace the essence of a strong team.

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"Saving for Retirement" - Richmond Family Magazine

December 2012

Young parents can deal with significant financial pressures: job insecurity, reduced home values, rising expenses, college education, and more. While these issues can max out financial resources, setting aside funds for retirement must be on their radar.

Click here to read the article

"Your Financial Buckets" - Richmond Family Magazine

November 2012

Simplify your financial process with three-bucket concept: protection, wealth accumulation, and wealth distribution. All go together, yet each is individually important. Hope for the best, plan for the worst!

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"No Pain, No Gain; Change Your Attitude" - Richmond Family Magazine

October 2012

If it sounds too good to be true, it probably is. There is no get-rich-quick method that lasts.

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"Teens and Money" - Richmond Family Magazine

August 2012

Consider these tips for money management with teens, including basic guidelines for teaching financial responsibility.

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"College Students and Credit" - Richmond Family Magazine

August 2012

When college approaches, some are overwhelmed with the jaw-dropping costs. What’s the best way to pay? Should you consider a loan? Should the college student get a credit card? And should there be limits?

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"Kids and Money" - Richmond Family Magazine

July 2012

When an allowance is given to children based on a child simply existing, an attitude of entitlement can develop with little concern for money or how it’s handled. What’s a parent to do?

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"Retirement Planning" - Richmond Family Magazine

June 2012

When planning your future, the only certainty is change, the only option is flexibility. This applies not only to life in general, but also to financial planning – including your retirement.

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"Marital Finances" - Richmond Family Magazine

May 2012

Are you and your spouse financial friends or foes? Explore marital finances and how to build a financially sound foundation.

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"Budget, Budget, Budget" - Richmond Family Magazine

April 2012

Angie’s inaugural article with Richmond Family Magazine focused on that dreaded word: BUDGET!

Click here to read the article
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Angie Shay

Founder and President

Angie possesses a servant’s heart. She has always stood up and stood out as a leader who cares about others. God has given her an ability to take complex solutions and deliver them to clients in an empowering way. That very same gift has Angie speaking, many times, throughout the year to groups of other advisors. Relevance matters to her and she pursues opportunities across the country to be on top of her game in the areas of retirement and business planning. Angie is determined, dependable, steady and strives to be pure in heart. Transparency and open communication are what attracts most people to her. These characteristics make her trustworthy. Each day is submitted in prayer. Each client plan and appointment are submitted in prayer.

Professional Designations

Angie’s designations include:

  • Chartered Life Underwriter® (CLU®)
    • The premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession's oldest standard of excellence.

  • Chartered Financial Consultant® (ChFC®)
    • Comprised of nine college-level courses that address all aspects of financial planning, with a focus on the practical applications of those principles based on real-life case studies, the goal of the ChFC® curriculum is to help consultants gain a significant advantage and help their clients meet their goals.

  • Retirement Income Certified Professional® (RICP®)
    • This designation equips advisors with the knowledge to effectively manage the transition from asset accumulation during a client’s working years to asset decumulation in retirement. RICP® enables the advisor to demonstrate tremendous value by delivering smart strategies for creating secure, sustainable income for a client's retirement.

  • Life Underwriter Training Council Fellow® (LUTCF®)
    • In receiving he LUTCF designation, the advisor has mastered the fundamentals of risk management and life insurance, insurance and investment products, and risk management applications.

Career Milestones

Angie has been honored with high-profile awards and recognitions:

  • Monthly magazine contributor to the "Richmond Family Magazine" financial series.
  • Contributing writer with Sheila Eby, “The New Face of Forty: Life in Transition.”
  • Profiled in “Magnificent Masters in Financial Services: Amazing Women - Sensational Stories,” a book by Ginger Cockerham and Diane Dixon.
  • Profiled in "Forty Things to Do When You Turn Forty," a book by Ronnie Sellers.
  • Agent of the Year at New York Life Richmond General Office in 2005 and 2007, the first woman in the Richmond office to receive this honor.
  • Million Dollar Round Table (MDRT) Life and Qualifying Member - MDRT is recognized globally as the standard of excellence in life insurance sales in the insurance and financial services industry.
  • Invitation to Ring the New York Stock Exchange Bell, an international symbol of lifetime achievement.

Community Support

Angie is proud to give back to her profession and community.

  • National President (2013-14) and board member for Women In Financial Services (WIFS), the only national organization exclusively devoted to the success of women in the insurance and financial services fields.
  • Actively involved at Fairmount Christian Church in a variety of roles

Angie's Personal Bio

11

Miles most ever run
 

365

Days I would like to be
at the beach

2

Things per week that make me uncomfortable

7

Most animals owned
at one time

Angie is married to Brian, who consistently supports her and all her crazy endeavors, stopping her from being over committed most days. She has a daughter Ainsley whom she is prouder of than anything in her life. She loves water and anything to do with it. Dedicated to The HILL Ladies and their pursuit of Christ.

Angie's Professional Bio

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Christina Headshot

Christina M. Horsley

Client Relationship Advisor

Christina is licensed and registered so she is available to answer questions and assist clients with almost any requests they may have. When she does not know the answer, she builds energy working with our service teams and internal consultants to generate a fair and efficient resolution. Christina is also a lead contact for our holistic planning clients and gets excited to work hand-in-hand with them as they define and act on their financial goals. Christina listens closely and has a desire to get to know each individual and their “why”, often checking in for updates on stated financial goals. She is excited to do her part to provide you with superior concierge service and genuinely cares about your goals and aspirations.

Background and Education

Christina Graduated from Virginia Commonwealth University in May 2010 with a Bachelor of Science in Finance with a Concentration in Risk Management and Insurance. She immediately began her career in the financial services industry and joined THE PATH Financial Strategies in January 2014. Her past roles as New York Life Recruiting Coordinator and Licensed Agent give her the unique skills and experience she needs to efficiently help you plan THE PATH to your future wellbeing.

Christina's Personal Bio

107

The Number of miles I moved from my hometown

15

Number of years between me and my youngest sister

6

Number of times I have donated my hair to charity

0

Number of times I have been sky-diving
 

When she is not at work, Christina enjoys traveling and spending time with her husband, Dave, their daughters, Aspen and Brooke, and their Shiba Inus, Kaine and Kayden.

Christina's Professional Bio

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Jason Headshot

Jason Augustosky

Associate Financial Adviser

Jason is an Associate Financial Adviser with The Path Financial Strategies, LLC. Jason entered the financial services industry in 2012 after graduating from Old Dominion University. Since entering the industry, Jason has found his true passion within the industry is working with clients to develop the perfect balance within a holistic financial plan to allow families and individuals the opportunities to experience their lives as they wish. Everyone has different goals and desires in life but everyone has the same right to achieve them.

Background and Education

Jason started his career as an agent with New York Life Insurance Company in 2012. Since beginning his career, he has obtained his FINRA licenses Series 6, 63, 7, 65, 24, and 51. He has assisted clients to organize, protect and develop their finances as well as supervised two offices of financial advisers and agents.

Jason's Personal Bio

23

Mountains and
Rivers explored

0

Spanish Food Dishes I haven't devoured

8

Years in Financial
Services Industry

Jason's Professional Bio

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Brian Headshot

Brian C. Shay

Chief Operations Officer

Brian C. Shay, Chief Operations Officer has been serving THE PATH Financial Strategies since July of 2013. With Brian’s direction, support and proven strategies, THE PATH Financial Strategies can achieve its’ mission of creating powerful financial strategies that our clients understand and empower them to live without fear of their future.

Background and Education

He joined the team after spending over 20 years in the education field. In the early 1990’s, Brian started as a classroom teacher, coach and athletic director. In 2010, Brian decided to leave the education field, and Ohio, where he lived for over 40 years. He decided to pursue work in Christian ministry. Brian headed towards Wisconsin, to work at a Christian boy’s home for troubled teens. After one year, God lead him to Virginia to pursue his wife Angie and another stint in the education field. Fall of 2015, Brian left THE PATH full-time (another God pushing) to re-enter back into the education field. Currently, Brian is working full-time at Grace Christian School in Mechanicsville, where he has many roles, athletic director, administrator, technology director and Algebra 1 teacher. He still designates some of his time working behind the scenes at THE PATH.

Brian's Personal Bio

2

Number of master
degrees earned

3

Number of states lived in
 

6

Number of mission trips
have been a part of

Brian’s life has been deeply impacted by Christ in the last several years. His spiritual journey advanced to another level when he moved to Wisconsin to work with troubled teens. For most of his life, you could view him as a selfish person but he has transformed into a selfless person, living out what God has planned for him. Brian is ardent about seeing people of all ages growing in their relationship with the Lord, experiencing a heart transformation and applying God’s principles to their lives.

Brian's Professional Bio