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The reason I got into this profession

My senior year of college I was required to participate in a Free Tax Program. I had already made up my mind that I would not be 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. I remember his cheeks reddening 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, his words had caught me off guard. My tax professor taught me how to review documents and discuss numbers, but he hadn’t prepared me for the look I saw on this man’s face. I could see the sadness in his eyes as he handed over everything he brought with him, but more than that, I saw the  determination and strength it had taken to pick up where she had left off.

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 the life he had shared with his wife, only some of which applying to the task at hand. Once everything was completed, he thanked me for taking time out of my day and was gone. In one day this person, without even knowing, changed my outlook on the path I would eventually pursue.

One thing I’m doing to help the planet

I sold my car and now walk or use public transportation to get around.

Outside of work my passions include

I love finding new ways to get in a good workout. My current obsession is kickboxing.

One goal I’m saving for

Along with my long-term goal to one day own a home, I am currently saving for a trip to Europe.

The primary way I’m advancing my career

I have always loved reading and learning. Since the financial planning field is constantly changing, my love of learning will always be an asset. Some ways I stay up to date on whats current, outside of reading books and articles, are attending conferences and utilizing the experience of my colleagues to be the best advisor I can be.


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