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Laura Morganelli

The reason I got into this profession:

When I was a senior in college, I was required to participate in a Free Tax Program. In my mind, I already knew I did not see myself pursuing a career in anything tax related and was not looking forward to a semester of doing just that.

The first person I was assigned to, an older gentleman, sat down across the table from me and told me that his wife had recently passed. His cheeks reddened as he shuffled the papers in his hand. I could see the embarrassment etched on his face as he slowly explained that she had been the one in charge their finances and took care of their taxes each year. I sat in silence for a moment as I blinked back sympathetic tears, his word catching me off guard. My tax professor had taught me how to look at documents and discuss numbers, but he had not prepared me for the look I saw on this man’s face. Not only could I see the determination and strength it took to pick up where she had left off, but also the sadness as he handed over everything he brought with him.

As we sorted through all he had brought, determining what was needed and what was not, we talked about our lives. In the short time we spent together, I learned so much about him and about his life. Some of which applied to the task at hand, most of which did not. When his return was completed, he thanked me for taking the time out of my day, not only to help with his finances, but also just to talk. I never saw him again and he will never know this, but that day he helped me much more than I could have ever helped him.

One thing I’m doing to help the planet

I am lucky in that I live close enough to our office that I can walk to work. I also use public transportation as often as possible.

Outside of work my passions include

I love cooking and often sign up to try different cooking classes. I also love trying new workout trends, my current obsession is Orange Theory.

One goal I’m saving for

Besides saving for my dream to be able to one day own my own home, I am currently saving up for a trip to Europe.

The primary way I’m advancing my career

I’m currently enrolled in the College of Financial Planning’s CFP Certification Professional Education Program and aim to sit for the CFP® exam at the end of 2017.


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