Author Archive

September 8 2018

ACG Participates in SpeakUp5K Richmond

ACG Participates in SpeakUp 5K Richmond

August 31 2018

Joné Liuzza Elected to Junior League of Richmond’s Board of Directors

Joné Liuzza Elected to Board of Directors of Junior League of Richmond

August 13 2018

ACG Advisory Services included in the 2018 Financial Advisor Magazine Annual RIA Rankings

ACG Advisory Services is pleased to announce their inclusion in the 2018 Financial Advisor Magazine Annual RIA Rankings.

June 29 2018

Jimmy Pickert, CFA, Attends the Annual Morningstar Investment Conference

Jimmy Pickert, CFA, attended the annual Morningstar Investment Conference.

June 28 2018

ACG Introduces Client Portal for Private Wealth Clients

ACG Introduces Client Portal for Private Wealth Clients

June 11 2018

Sandy Wiggins Celebrates 30 Years with ACG

ACG congratulates Sandy on reaching this momentous milestone.

June 6 2018

Joné Liuzza Attended the YWCA Captain’s Table Breakfast

Joné Liuzza, ERPA, QPA, QKA, Director of TPA Services, attended Empower & Transform Captain’s Table Breakfast sponsored by the YWCA of Richmond on May 31.

May 18 2018

ACG Sponsors and Attends 2018 VSCPA Leader’s Summit

ACG sponsored and attended the VSCPA 2018 Leader’s Summit, a free event the VSCPA offers exclusively to volunteers and other leaders of the CPA profession, May 10-11 at the Omni Richmond Hotel.

May 4 2018

Sandy Wiggins Shares Market Insights with WTVR’s Bill Fitzgerald

Sandy explains how rising interest rates and the “flattening of the yield curve” is adding uncertainty to an otherwise strong economy with low unemployment.

May 1 2018

David Kupstas Attended the 43rd Annual Enrolled Actuaries Meeting

ACG’s Chief Actuary, David Kupstas, attended the 43rd annual Enrolled Actuaries Meeting April 8-11.