Digital Mentorship

In this episode of Digital Mentorship my guest is Jen Swindler. Jen is currently a financial planning researcher at Facet Wealth Management where she supports over 100 financial planners. Jen is a certified financial planner (CFP) and an Accredited Financial Counselor (AFC). We talk about Jen's decision to pursue a career in financial planning, what it's like working at a fintech company and we also talk about her passion for art! Please enjoy this conversation and reach out to me or Jen if you have any questions about pursuing a career in finance.

On this Digital Mentorship episode, my guest is Jaedri Wood! ! Jaedri is an international business and economics major from Westminster College. She is currently an associate at Phoenix Team, a mortgage tech company based in Washington DC. Learn about what's happening in the mortgage tech industry, Jaedri's passion for politics and teaching, and why she thinks interviews are overrated! Speaking of overrated, we play a game of Underrated or Overrated, and we learn that Jaedri had a hedgehog and a broken arm! All in all, this is a great episode for anybody considering a career in politics, teaching, or real estate. If you have any questions feel free to reach out to Jaedri or me! Thank you all so much for tuning into this episode of Digital Mentorship! This is UrhotwithScott Kellner host of the Digital Mentorship podcast. Digital Mentorship is a podcast designed to educate college juniors, seniors, and current professionals about career possibilities. If you can think about what you wanted to do when you were declaring a major or getting ready to graduate, is that anything close to what you ended up doing? Do you think somebody else getting ready to graduate has any idea that a job or career or your business even exists? This podcast aims to help narrow the gap between what individuals think their career must be and what it could be.

My guest this week is Mason Poage! Mason is the Program Director for True Lacrosse for the state of Florida. True Lacrosse is a training and development program for boys and girls spanning a wide range of ages. We learn about what Mason does as Program Director and what his journey was like getting there. Mason and I talk about learning what you want to do and finding the platform to do it. We also talk about embracing change, managing stress, and defining what success means to you. If you or anyone you know is interested in pursuing a career coaching, don't hesitate to reach out to Mason or me. This is UrhotwithScott Kellner host of the Digital Mentorship podcast. Digital Mentorship is a podcast designed to educate college juniors, seniors, and current professionals about career possibilities. If you can think about what you wanted to do when you were declaring a major or getting ready to graduate, is that anything close to what you ended up doing? Do you think somebody else getting ready to graduate has any idea that a job or career or your business even exists? This podcast aims to help narrow the gap between what individuals think their career must be and what it could be.

On this episode of Digital Mentorship, my guest is Dylan Brauer. Dylan is currently a junior at Westminster College studying finance and data science. He got to fulfill his childhood dream of playing lacrosse in college and has become an avid skier! This show takes a slightly different angle in that Dylan is who this show is supposed to help. Business majors who are trying to understand what the world is going to be like after graduation. We talk about what he's afraid of and what it means to have a fulfilling career. The usual games are back with two truths and a lie and overrated or underrated. Dylan's advice for his former self is to remain intellectually curious. I hope you enjoy this episode, and if you have any questions for Dylan or me, please don't hesitate to reach out!

This week on Digital Mentorship, my guest is Weston Lackey. Weston hails from the state of Michigan and found himself studying finance in the Rocky Mountains at Westminster College. Weston shares his experience getting kidnapped in Vietnam and how he chose to study finance over psychology. We learn about the University Valuation Group, the benefits of small class sizes, and building relationships with professors. Weston is a financial analyst for Daybreak Communities. He was able to leverage an internship with Alliance Residential Company and his passion for finance into a career. An interesting point about his journey is how he started working at Daybreak Communities while still in school. Weston also got a six-month head start working remotely when he wanted to move home to Michigan. Weston's tips for working from home Have a separate working space Try to maintain a routine Make sure you move around a lot Try getting a balance board We play a game called overrated and underrated and we learn about Weston's favorite kind of pizza. Weston's advice for his former self revolves around continuing to do the right thing, build momentum and focus on creating meaningful relationships with your peers. If you are interested in pursuing a career in corporate finance or small business valuation please reach out to Weston on LinkedIn! https://www.linkedin.com/in/weston-lackey/ Thank you all for listening and we'll see you next time!

In this episode of Digital Mentorship, my guest is Jaxson Perry. Jaxson is a customer success manager at Dental Intelligence Inc. and is one of the most passionate people I know. This is one of my longest episodes and for a good reason! Jaxson started his career at Brody Chemical as an account manager, where he developed a passion for the customer experience and the process behind it. In his time as an account representative at Pharma Logistics, he continued focusing on process improvement in a heavily regulated and complicated industry. Now, as an Enterprise CSM, Jaxson has doubled down on his passion for customer experience while developing processes to sustain further growth. Both of us study and practice mindfulness, and we talk about Jaxsons two favorite books, "Tao Te Ching" and "The Power of Now." Both books have made impacts in his life and have helped Jaxson form a potent identity. We discuss resume tips and tricks and how you can improve your resume. Finally, Jaxsons tips for young adults or working professionals, focus on your "why" in his darkest times; it was his guiding light.

This week on Digital Mentorship, my guest is Curtis Roberts! Curtis and I met at Westminster College playing lacrosse, and he's gone on to have an exciting career at his own law firm, The Founders Attorney! Our discussion ranges from deciding on a major to the importance of taking a step back and thinking strategically about one's life and career. Curtis is passionate about traveling, and his travels helped lead him to the idea for The Founders Attorney. His tip for young professionals is, don't lose sight of the forest through the trees and take some time to really know yourself. Curtis has chartered a unique path for himself, and it's one I think is really worth sharing. If you know anyone applying to law school or pursuing a career in law, please share this with them! The goods: Curtis's website - https://www.foundersattorney.com/ Curtis's LinkedIn - https://www.linkedin.com/in/curtisrobertsesq/ If you know somebody who has an interesting career or unconventional path, please introduce them to this show, and I would love to meet them. Thank you all for tuning in. Please like, comment, share subscribe!

Leslie Sommerdorf has been an editor and staff writer at the San Francisco Chronicle and The Salt Tribune. She is a professionally trained chef and certified awesome person! Leslie is currently the Harmons Media and Special Events Chef. Tune in to our discussion about how she found her passion for food, and she turned that passion into a rewarding career!

My guest this week is my friend and colleague, David Clark! David and I work together at Albion Financial Group, both on the operations team. Please tune in to this episode to hear about David's really diverse experience and how his journey ended up leading him worldwide. Despite his travels, David is passionate about customer service and the client experience. We talk about the different aspects of the client experience from his team working at the Genius Bar and transitioning into private wealth management.

On this episode of Digital Mentorship, my guest is Harrison Nye! Harrison is a graduate student at the University of Utah in their Masters of Finance program. We talk about Harrisons' experience working as an analyst at RenewableTech Ventures, a VC firm focusing on the green tech space in the Intermountain West. Harrison also has experience with the University Valuation Group, Vios Advisors at Rockefeller Capital Management, while being a student-athlete. We get to hear stories about Harrison's time working in search and rescue. and whether or not he was actually the youngest person to summit Mt. Hood while wearing shorts. Thank you all for tuning in and please know these shows are a work in progress! I am going to work on improving the sound, video, and production quality! I'm finding my tribe and figuring out who this show needs to serve. All that being said, thank you for watching and for your patience and a super big special thank you to Harrison! Make sure to check out other episodes by following my channel or going to the Digital Mentorship page.

Have you ever thought about a career in financial services?