by Cindy Joyce | May 20, 2022 | Agili Team Members
Agili is hiring! We’re recruiting an Investment Analyst to join our team of experts in Richmond. Interested candidates may send resumes/CV to Cindy Joyce at careers@agilipersonalcfo.com. Please see the job description below: Investment Analyst Job Announcement:...
by Cindy Joyce | Feb 18, 2022 | Agili Personal CFOs, Agili Team Members, Uncategorized
Agili CFO, Cindy Joyce, wrote the following letter to Agili’s clients, thanking them for participating in our annual client survey. She delineates the reasons we so value our clients’ input each year — and how we put the information gleaned from the...
by Cindy Joyce | Sep 17, 2021 | Agili Team Members
We are happy to announce that Elissa Wurf, PhD, CFP®, CPA has earned the prestigious Certified Financial Planner™ designation. A Financial Planning Analyst in the firm’s Bethlehem office, Elissa becomes Agili’s eighth team member with the coveted and highly...
by Cindy Joyce | Feb 10, 2021 | Agili Personal CFOs, Agili Team Members
Cody Santmyer joined Agili in January and we asked him to tell us a little bit about himself. As a Portfolio/Investment Administrator, he supports Agili’s financial strategists by compiling reports and assisting with the implementation of investment strategies. We are...
by Cindy Joyce | Dec 30, 2020 | Agili Personal CFOs, Agili Team Members
Written by: Cindy Joyce We are truly humbled each year as we review the results of our client survey. We have concluded the 2020 survey and are letting the positive results sink in. While the times are certainly strange, it was nice for us to have something “normal”...
by Cindy Joyce | Nov 23, 2020 | Agili Team Members
Written by: Adrienne Martin Every November, Agili’s Richmond team gathers for a special Thanksgiving potluck lunch. Most years, we congregate around one big table, but this year we were, not surprisingly, socially distanced around four separate tables. Many team...
