Getting to Know: Nigel Williams

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,...

Getting to Know: Peter Byrd

  Name:  Peter Byrd Your position at Agili:  Client Services Associate Educational background:  Bachelor of Arts from James Madison University Describe your family:  I have an older sister and two younger brothers.  All of us have different interests, but we share the...

Getting to Know: Stacey Grainger

  Name:  Stacey Grainger Your position at Agili:  Assistant to the President and Office Manager Educational background:  A.A., Business.  I have worked in small businesses and entrepreneurial startups in many capacities, including sales, marketing and executive...

Getting to Know: Dan Honsberger

    Name:  Dan Honsberger My Position at Agili:  Financial Planning Analyst Educational Background:  The Ohio State University, Major in Accounting.  Currently pursuing CERTIFIED FINANCIAL PLANNER™ certification with Bryant University / Boston Institute of Finance.  ...

What does it mean to be a fiduciary, anyway?

If you read financial news, you have likely noticed differing opinions over the “fiduciary rule” that was proposed by the U.S. Department of Labor (DOL).  After a long development phase, comment period and revisions, the rule became law in June 2016 and was due to go...