Ambition can be a tough attribute to find these days. But we’re lucky to see this trait alive and well within our community. One of our most valued members, Tara Westlund, encapsulates so much drive that it’s contagious. She works long hours and always has a smile on her face. How one does this–we do not know. So we sat down with the motivated millennial to see what makes her tick and how she gets through some of her most challenging days.
Tara, tell us about your gig. I know your in finance, but describe to us layman folk what it is you do and how small businesses can benefit from your services?
I work for a company called Financial Designs, Inc. FDI is a team of insurance and investment specialists, CPAs and attorneys. We work together to create comprehensive financial strategies for independent contractors, physicians and small business owners. We know which insurance plans you need and how to maximize your investments. We’re prepared to take care of all of your tax needs, and will help you decide which steps to take to protect your money. Our clients appreciate having one place to call… And we simplify the process so they can spend more time doing what they love.
Give us a little background on yourself. How’d you get into your current career?
As much as I enjoy financial planning, career planning probably wasn’t my strongest talent! Mostly because I wanted to learn and do everything from computer programming to oil painting. After graduating from Vanderbilt, I worked in software development. It didn’t take long to realize it wasn’t for me… I packed up and spent 9 months adventuring my way across Southeast Asia and Australia. I came back and decided I wanted to help people have the financial freedom to follow all of their crazy dreams – be it traveling the world, starting a business or having a big family. I went to work with my father at Financial Designs. The FDI advisors have been incredible teachers and mentors. I’ve been with the team 3 years now and am currently in the process of attaining my CFP® designation.
What about your job inspires you?
To me, it’s about connecting and helping people. Money is tough – It keeps a lot of people up at night. I love giving people comfort and the confidence that their futures are secure – and that everything is going to be okay. When people have that security, they can spend more time and emotional energy pursuing things they’re passionate about.
Are there clients that you’ve worked with that motivate you?
Most of my clients motivate me! I work with many emergency physicians. That field lends itself to a lot of intensely driven, hard-working and selfless people. Some of our clients that work long night shifts in the ER are also ultra-marathoners, National Geographic photographers, published authors and community servants. They inspire me to be great at what I do professionally but also to pursue all the other awesome experiences life has to offer.
That’s so great, Tara! Sounds like you have a paved a strong path. Do you have any big events coming up?
My next three months will be pretty consumed with studying for my board exam. After that (and a big celebration with my Shift family, of course!) I’ll be headed back to Southeast Asia for a few weeks with my family. I’m looking forward to lots of scuba diving, hiking, yoga, photography and so much delicious food!