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™...
by Cindy Joyce | May 14, 2018 | Agili Personal CFOs, Agili Team Members
JoycePayne Partners Becomes Agili and Announces Leadership Team Firm Builds On 25-Year Reputation as Personal CFO for Successful Individuals and Families RICHMOND, VA – May 14, 2018 – JoycePayne Partners, a leading fee-only financial planning firm, announced today a...
by Agili Blog | Feb 21, 2018 | Agili Team Members
Name: Nigel Williams Your position at JoycePayne Partners: Client Services Associate Educational background: Graduated from: Benedictine College Prep in 2012; Virginia Tech in Applied Economic Management in 2016 Describe your family: I come from a two parent,...
