Marsh & McLennan Agency
Week 3: May 13 – May 19
The Casually Cool Award
What do you like to do for fun?
Outside of the office I enjoy being active and spending time with family and friends. Golf is one of my favorite activities because it provides a physical and mental challenge, and it is time I get to spend with those I am closest with.
Week 2: May 6 – May 12
The Workplace Image Award
What do you find most rewarding about your job?
The most rewarding part of my job is making an impact in peoples’ lives by empowering them through education to make financial decisions in their life. It could be helping somebody understand the basics of their first retirement plan, helping somebody execute a plan to get out of debt, or helping an entrepreneur understand the different retirement benefit options. I love hearing, “You made this (finance) really simple,” after meeting with people.
Week 1: April 24 – May 5
The First Impressions Award
What made you decide to pursue your current career or vocation?
I was strong with math and liked to help others – Financial services allows me to do both every day. Working with corporate retirement plans specifically allows me to reach a larger audience and engage those who think personal finance is too complicated and would otherwise not seek financial guidance. I also enjoy creative problem solving, working with business owners to design tailored retirement plans to achieve their goals and objectives.