October 31, 2007
Some pics from around the way...
Just hangin’ out with some ladies in Eugene…
Happy Halloween!
Puttin’ in the grunt work… to make the festivities all that much better :)
Wining and dining at a vineyard in Livermore, Californ-i-a…
Tad and Aaron, two peas in a pod…
October 10, 2007
Where I Work... the motto is: "Changing Lives Forever"
Yes, since I graduated with my MA in Philosophy from University of Oregon, I turned to the real world and immediately knew that I sought to strike the balance between: continuing a life of learning AND helping people navigate the world we are living in… Having always admired the diligent financial foresight of my VERY practical step-father, I attuned my interests to the Finance sector and ultimately pursued work with a financial firm in Portland, Oregon called North Star Resource Group, the largest independent financial firm in America.
After five interviews, I was hired in March, was allowed to defer abroad to London for four months, and as of late August, I have returned to the office to begin the hard effort. I have set forth on a career as a Investment Advisor and Portfolio Manager, and am currently working with my firm to help friends, family and young professionals manage and grow their money, and to ultimately specialize in helping small business owners provide benefits for their employees. I feel very lucky to work for such a prestigious company, one that provides such a high quality professional advising program, and I feel even luckier(!) to have the Regional VP as my direct mentor. Over the next 3-4 years, I will be building my business while earning my CFP, ChFC, and my MA in Finance with the American College.
Basically, I sit down with people all day and talk to them about their dreams. Then I help folks through the confusing financial stuff (e.g., risk & debt management, legislature, tax advantaged investments, capital growth & savings, retirement planning, etc) to bring those dreams to reality.
Compared to teaching, its nice to deal with people everyday who are ALL willing to face the hard issues in life, and I believe in doing my best to help such people build a foundation for their lives—one that deeply considers and responds to the world into which we are born.
Should be a good time. :)
** If ever you, or someone you know, might benefit from learning more about the services we provide at North Star, of course(!) feel free to contact me: 503.423.2749 (work)