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Leadership Team

Marilee Falco, CFP®, ChFC

Principal, Financial Strategist

Financial Planning, Leadership Team

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Michael Joyce, CFA, CFP®

President

Financial Planning, Investment Team, Leadership Team

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Cindy Joyce, CPA

Chief Operating Officer

Leadership Team

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Jamie Malone, CFP®, CPA

Principal, Financial Strategist

Financial Planning, Leadership Team

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Van Nguyen, FPQP™

Principal, Client Services Manager

Client Services, Leadership Team

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Recent Posts

  • Medicare Open Enrollment: Comparing Drug Plans
  • Agili’s Best Financial Advice Video
  • Dynamic Office Space Doesn’t Have to be Sacrificed During the Pandemic
  • Is Refinancing Always the Best Option?
  • Savings Should Be Top Goal During Pandemic

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