The latest installment in our regular Q&A 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.
This Month: FJY Summer Associates Jacob Gurock and Matt Lazor.
Jacob is enrolled at Texas Tech where he is pursuing a Bachelor’s in Personal Financial Planning. He plans to graduate this coming December.
Where do you see yourself in five years?
In five years I see myself as a financial advisor with the CFP designation, part of the team at a fee-only smaller boutique firm working with families and building comprehensive financial plans. After work, you could find me either at a young professionals church group or on the links getting a few swings in! On Sundays, you’ll find me watching THE New York Football Giants, the best franchise in all of sports. Wherever I end up, you can bet that I will work incredibly hard, but also find time to take a step back and enjoy the present moment.
If you could do another job for a day, what would it be and why?
I would be a pastor at a church. Being able to make a difference in someone’s life has always been something I have pursued, and being able to help a congregation spiritually would be an incredible experience. I know how valuable my pastor has been in my life, and I would love to impart that kind of love and wisdom to others. Eventually, I hope to become an elder within the church and help guide people through their struggles and into victory. The church will always be a foundation for growth in my life, and a safety net to lean on when life gets chaotic.
What movie are you ashamed to admit you love?
I can’t believe I’m actually admitting this, but one of my favorite movies is 10 Things I Hate About You. I have probably seen that movie over fifteen times, and it has become a staple in my house. My dad and I (sorry dad!) can pretty much quote the entire movie. Rest in peace, 90s chick flicks! You will always have a special place in my heart.
Matt comes to us from Virginia Tech as a Finance major on the CFP track, and is scheduled to graduate next May.
What made you decide you want to pursue a career in financial planning?
Growing up with four siblings, it was important to my parents that they used money efficiently. They made a point of teaching us to work for the things that we wanted. As a result, I would walk dogs, cut grass, shovel driveways, and basically do anything I could to earn an extra dollar. Through this, my parents taught me the value of a dollar and how to save. With this background and the belief that the greatest gift you can give to someone is time, I wanted to find something service oriented that involved money. So, when my older sister introduced me to the financial planning program at Virginia Tech I was immediately interested.
What was the first concert you ever attended, and what do you remember most about it?
My first concert was at the end of my first week of freshmen year at Virginia Tech. That Friday night Virginia Tech brought Brad Paisley to kick off the opening weekend of college football in Blacksburg. The following night was a huge game against Clemson. What I remember most about the concert was attending it with a group of people from my dorm. It being one of the first Friday nights in college, many of us did not know each other very well. Little did we know, that night would be the beginning of some great friendships.
If you won the lottery, what’s the first thing you would do with the money?
If I won the lottery, the first thing I would do would be to take my family on a vacation. Over the past couple of years my family has become increasingly spread out. My parents and oldest brother are in the Northern Virginia area, my older sister is in San Francisco, my other brother is in St. Louis, and my younger sister and I are at Virginia Tech for the majority of the year. The only time we are all in the same place at the same time is the week between Christmas and New Years. That week is always a blast and way too short. So it would be really nice to take an additional week or two exploring a tropical island or travelling Europe together.