AGILI - Key Persons

Adrienne Martin

Job Titles:
  • Member of the Marketing Team
  • Manager of Marketing and Business Development

Amber Ott

Job Titles:
  • Member of the Marketing Team
  • Manager of Investment Operations, Chief Compliance Officer

Carrie Fellon

Job Titles:
  • Member of the Marketing Team
  • Financial Strategist

Cindy Joyce - COO

Job Titles:
  • Chief Operating Officer
  • Member of the Marketing Team

Cody Santmyer

Job Titles:
  • Member of the Marketing Team
  • Portfolio / Investment Administrator

Conor Clark

Job Titles:
  • Investment Analyst
  • Member of the Marketing Team

Cynthia Levine

Job Titles:
  • Member of the Marketing Team

Dan Honsberger

Job Titles:
  • Member of the Marketing Team
  • Financial Strategist

Davis Barry

Job Titles:
  • Member of the Marketing Team
  • Financial Planning Analyst

Debra Paul

Job Titles:
  • Member of the Marketing Team
  • Office Manager

Elissa Wurf

Job Titles:
  • Member of the Marketing Team
  • CFP
  • Financial Planning Analyst

Grant Wilburn

Job Titles:
  • Member of the Marketing Team
  • Financial Planning Analyst

Jamie Malone

Job Titles:
  • Member of the Marketing Team
  • CFP
  • Principal, Financial Strategist

Jennifer Pieson

Job Titles:
  • Member of the Marketing Team
  • Financial Planning Analyst

John Paul Curtin

Job Titles:
  • Investment Analyst
  • Member of the Marketing Team

Marian Martin

Job Titles:
  • Assistant to the President
  • Member of the Marketing Team
  • Office Manager

Marilee Falco

Job Titles:
  • Member of the Marketing Team
  • Principal, Financial Strategist

Michael Joyce - President

Job Titles:
  • Member of the Marketing Team
  • President

Peter Byrd

Job Titles:
  • Member of the Marketing Team
  • Financial Planning and Investment Analyst

Richmond Metropolitan

Job Titles:
  • Habitat for Humanity, Young Professionals Organization

Sarah Caine

Job Titles:
  • Member of the Marketing Team
  • Financial Strategist

Van Nguyen

Job Titles:
  • Member of the Marketing Team