by Aleah Niemczyk | Sep 15, 2021
Our Team / Investments Team John Paul Curtin Portfolio Analyst jpcurtin@agilipersonalcfo.com Job Description As a Portfolio Analyst, I work with Agili’s Financial Strategists to review and monitor client investment portfolios. I also research and analyze...
by Aleah Niemczyk | Sep 14, 2021
Our Team / Financial Planning Team, Leadership Team Marilee Falco, CFP®, ChFC Principal, Financial Strategist mfalco@agilipersonalcfo.com Job Description As a Financial Strategist at Agili, I am responsible for client financial strategy and counsel,...
by Aleah Niemczyk | Sep 13, 2021
Our Team / Financial Planning Team Carrie Fellon, CFP®, CRPS Financial Strategist cfellon@agilipersonalcfo.com Job Description As a Financial Strategist, I manage investments, provide financial strategy and counsel, and create customized financial plans for our...
by Aleah Niemczyk | Sep 12, 2021
Our Team / Financial Planning Team Dan Honsberger, CFP® Financial Strategist dhonsberger@agilipersonalcfo.com Job Description As a Financial Strategist, I work with our clients on a personal level to develop and implement their financial plans so that they can achieve...
by Aleah Niemczyk | Sep 11, 2021
Our Team / Leadership Team, Operations Team Cindy Joyce, CPA, MBA Chief Operating Officer cjoyce@agilipersonalcfo.com Job Description As Chief Operating Officer, I oversee financial, budgeting, human resources, and office operations for Agili. I also assist...
