by Cindy Joyce | Feb 21, 2019 | Agili Personal CFOs, Agili Team Members
Written by: Nigel Williams “You have to believe in your process. You have to believe in the things that you are doing to help the team win.” – Tom Brady The beginning of February marks the end of another football season. Love him or hate him, Tom Brady has proven...
by Cindy Joyce | Dec 28, 2018 | Agili Team Members, Community Involvement
This year, Agili’s annual retreat kicked off with a special activity. The whole team went to Greater Richmond SCAN (Stop Child Abuse Now) to screen the movie “Resilience: The Biology of Stress & The Science of Hope.” After that extremely moving hour, we worked...
by Cindy Joyce | Dec 7, 2018 | Agili Team Members
Name: Van Nguyen Your position at Agili: Client Services Manager Educational background: BS in Biology from the University of Richmond, with a minor in Elementary Education Describe your family. I have a very large and close family. I am number 5 of 7 kids. My...
by Cindy Joyce | Oct 3, 2018 | Agili Team Members
Steve Luchko joined Agili as an Investment Analyst in our Bethlehem, PA office in August. Steve works with Agili’s Financial Strategists to review and monitor client investment portfolios. He also researches and analyzes potential investment opportunities for...
by Cindy Joyce | Aug 29, 2018 | Agili Team Members
Name: Amber Ott Your Position at Agili: Manager of Client Development and Chief Compliance Officer Educational background: High School in Wisconsin. Bachelor’s degree from New York University, double major in Psychology and Romance Languages (an overly fancy way...
by Cindy Joyce | Jun 13, 2018 | Agili Team Members
Name: Grant Wilburn Your position at Agili: Financial Planning Analyst Educational background: BS in Applied Economic Management from Virginia Tech, with a minor in Entrepreneurship – New Venture Growth. I also completed the CERTIFIED FINANCIAL PLANNER™...
