by Cindy Joyce | Sep 18, 2019 | Agili Team Members
Name: JT Beck Your position at Agili: Portfolio/Investment Administrator Educational background: University of South Carolina; St. Christopher’s School Describe your family: I’m one of three sons…all of whom have great senses of humor, but can be...
by Cindy Joyce | May 20, 2019 | Agili Team Members, Money and Kids
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
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...
