Who We Are
Our Founder
Angie Shay
Founder
Personal Motto
"Leave it better than how you found it."
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Our Team
Christina M. Horsley
Client Relationship Advisor
Personal Motto
"You are what you do, not what you say you’ll do."
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Taylor Russell
Practice Coordinator
Personal Motto
"You’re always one decision away from a totally different life"
Anonymous
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Our Resources
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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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
“Money is not the goal, wisdom of what to do with it is. God says search for Him as in silver and gold because he wants to be our treasure. Do not confuse the tool with the goal.”
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
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.
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." Continue Reading
Angelia Z. Shay Richmond Family Magazine
December 2014
Richmonder Enters New York Life Hall of Fame. Continue Reading
Angelia Z. Shay Life & Health Advisor
August 2014
Angie is featured in this month's magazine. Continue Reading
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. Continue Reading
Angelia Z. Shay LifeHealthPRO Article
September 2013
Angie is listed as one of the 20 women in insurance that you need to know. Continue Reading
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. Continue Reading
Angelia Z. Shay New Appointment
August 2013
Richmond Family Magazine writes a brief article concerning Angie's appointment to WIFS, a National Board. Continue Reading
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! Click here to read the article
"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. Click here to read the article
"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. Click here to read the article
"Top 6 Not-So-Smart Financial Moves" - Richmond Family Magazine
March 2015
Angie writes about how to avoid common money mistakes. Click here to read the article
"Tips for Single Parents" - Richmond Family Magazine
February 2015
In this article, Angie writes about some helpful tips for single parents. Click here to read the article
"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. Click here to read the article
"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. Click here to read the article
"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. Click here to read the article
"Left Behind" - Richmond Family Magazine
November 2014
Begin with the end in mind, planning so your beneficiaries truly benefit... Click here to read the article
"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. Click here to read the article
"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. Click here to read the article
"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. Click here to read the article
"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. Click here to read the article
"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? Click here to read the article
"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. 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. Click here to read the article
"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. Click here to read the article
"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. Click here to read the article
"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. Click here to read the article
"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? Click here to read the article
"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. Click here to read the article
"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. Click here to read the article
"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! Click here to read the article
"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. Click here to read the article
"Teens and Money" - Richmond Family Magazine
August 2012
Consider these tips for money management with teens, including basic guidelines for teaching financial responsibility. Click here to read the article
"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? Click here to read the article
"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? Click here to read the article
"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. Click here to read the article
"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. Click here to read the article
"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®)
- 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 the 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:
- Named as one of Forbes' Best-in-State Top Financial Security Professionals for 2023
- Mentoring in Christ
- Formal Mentor in the industry
- 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.
- Elected to New York Life’s Agents Advisory Council (AAC) in 2024.
Community Support
Angie is proud to give back to her profession and community.
- Founder and actively involved with Fearless Ministries. Angie helped found this ministry in 2020, in the midst of the pandemic, with the mission of bringing women together to learn how to live fearlessly in their faith.
- Active member of Polish Christian Ministries
- Involved with College Ministries of Virginia
- Active member of Virginia Military Institute's (VMI) Moms and Prayer group, where she prays over the freshmen (affectionately called "rats") and their families.
- 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
365
I would like to be
at the beach
2
Things per week that make me uncomfortable
7
Most animals owned
at one time
Angie 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 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 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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Taylor Russell
Practice Coordinator
Taylor grew up in Roanoke Virginia where she spent most of her time on the water of Smith Mountain Lake. After graduating high school, she moved to Tuscaloosa Alabama, where she attended The University of Alabama. While at UA, Taylor became of part of the Kappa Delta Sorority. She graduated in May 2020 with a bachelor’s degree in Finance, a specialization in Economics, and a Minor in computer science. Taylor started working for THE PATH in June, where she is the Practice Coordinator for the team. When she is not working, she enjoys spending time with her family, friends, and going to Hobby Lobby and Home Goods.
Taylor's Personal Bio
1,000
Number of times I have
yelled roll tide
1
Number of times I have been in a Hallmark movie
18
Number of years I have been the reigning Miss Roanoke Dazzle (It was the first and only pageant)
657
Number of days I have spent at Smith Mountain Lake
98
Number of cheerleading competitions I have been in
0
Number of days I
go without coffee
Taylor's Professional Bio
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Briana Condrey
Admin
Briana graduated from Braxton Business School in May 1989 with a degree in Accounting and Administrative Business. She went into the banking industry with Sovran Bank and worked with that company, (through its many merges) for 11 years. She and her husband, Keith, started a family in 2001 and she was out of the working force until 2009. Briana started working as an Independent Consultant for Silpada Designs Jewelry in September 2009, where she worked until July of 2016. Briana then joined the work force again in April of 2019 and came to work for The Path in February 2020.
Briana's Personal Bio
3
Number of Marathons
I have ran
679
The number of miles I moved
from my home state.
11
The number of years
I worked in Banking
0
Number of times I have been
scuba diving
98
The number of years my Grandmother lived. We
called her “Ga”.
Briana's Professional Bio
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