The latest installment in our Q&A spotlight session where we sit down with members of the FJY team to find out a little bit more about what exactly they do here and what makes them tick.
In this spotlight we get to know our new Associate Financial Advisor:
Tell us a little about your role at FJY and what you do.
My role as an Associate Financial Advisor here at FJY is to support the advisory and client service teams throughout the financial planning process and beyond. From utilizing financial planning software, to preparing meeting and follow up materials, to carrying out certain administrative tasks or research projects, my job to help out wherever is needed as I develop my own financial planning expertise.
What is your favorite part about working for FJY (so far)?
So far, my favorite part about working for FJY is the people that work here and the culture that we all embrace. FJY truly makes a concerted effort to empower each employee to constantly improve in a constructive way, and I can see why everybody loves working here.
What’s your all-time favorite book?
While subject to change, as I am an avid reader thanks to my metro commute, my favorite fiction book is Great Gatsby by F. Scott Fitzgerald and my favorite non-fiction book is Deep Work by Cal Newport. Great Gatsby is special to me because it is what sparked my passion for books back in high school, and Deep Work has been instrumental in providing a foundation for my productivity and work/life philosophy.
What is the best place you’ve traveled to and why?
The Le Blanc resort in Cabo has to be the best place I’ve traveled to because that is where my wife and I went for our honeymoon. A week-long dream of relaxing on the beach with a good book in my hand and a Pina Colada in the other while listening to the waves crash against the shore can’t be beaten.
What is your favorite sport?
Despite what my height might suggest, I’m not too bad of a basketball player, and while I do not play organizationally anymore I often play in men’s leagues or at my local park. I am a MFFL (Mavs Fan For Life) down to the bone, and will forever be indebted to Dirk and Luka for putting the franchise on their backs. Even though my Mavs got kicked out of the playoffs early, I love watching playoff basketball especially now that the crowds are back.