Title: Certified Public Accountant, Certified Financial Planner, financial strategist at JoycePayne Partners, a financial planning and investment management firm
Born: May 14, 1978, in Lynchburg
Education: Bachelor of Science degree from Virginia Tech, 2003; Master of Business Taxation from University of Southern California, 2004; MBA from Brigham Young University Marriot School of Management, 2010.
Career: “For seven years, I have been providing clients with financial strategy and comprehensive planning at JoycePayne Partners. Before that I started out in public accounting.”
In which part of town do you live: Moseley in Chesterfield County
Best business decision: “Becoming a financial planner. Each day I have the opportunity to help individuals and families work toward their financial dreams and goals. The catalyst for my career stemmed from a decision in college. While struggling with whether to become an architect, I flipped through Virginia Tech’s course catalog and came across a financial planning program. Before this pivotal moment, I was not aware of the program, much less a career in financial planning.”
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Worst business decision: “Not realizing earlier how important communication skills would be. Formal education and training rarely focus on listening and communication skills. Having technical knowledge is essential, but I now find the greatest professional fulfillment in communicating with clients and building lasting relationships.
What is the biggest challenge/opportunity in the next two to five years: “The biggest challenge and opportunity in our industry will be serving the many people who need objective financial advice. Only 32 percent of American households have comprehensive financial plans.”
First job after college: “Tax associate for Private Client Advisory Services at KPMG. I worked with an exceptional group of people at KPMG. I still look up to these mentors.”
If you had to do it all over again, what would you do differently: “Yes, there have been ups and downs and challenges along the way, including going back to graduate school while having four young kids. However, I would not do it differently. The experience and lessons learned were worth it.”
Book that inspired you the most: “Built to Last: Successful Habits of Visionary Companies” by Jim Collins and Jerry Porras. “I am fascinated by the principles of building enduring organizations.”
Favorite/least favorite subject in school: “No question, math was my favorite subject. My least favorite was probably English. However, I am grateful to Mrs. Thompson, who taught me the invaluable writing lesson of ‘don’t tell me, show me.’ ”