by Cindy Joyce | May 20, 2019 | Agili Team Members, Money and Kids, Uncategorized
Written By: Jen Pieson One of my favorite financial planning topics is “Money and Kids.” I’ve worked on the Agili team for 16 years and I have three children. My background in personal finance combined with the satisfaction I feel when our family budget is running...
by Cindy Joyce | May 10, 2019 | Agili Team Members, Uncategorized
Written By: Van Nguyen Any manager who has ever had to lead a group of coworkers has asked themselves, “How do I effectively communicate our goals and expectations?” Everyone on a business team has a different learning style and attention span. In researching...
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...
