Meet the Member: Carly Joutraw

Welcome to our latest installment in our “Meet the Member” series, where we will feature a WFE member. This quarter meet Carly Joutraw!

Read on to learn more about Carly:

How did you get involved with WFE and how long have you been a member?

A coworker brought me to summer sizzle in 2018, and I joined as a junior member in January 2019.

What is your favorite thing about WFE?

All the women I have gotten to meet at events!

10 Quick Questions:

1. What was your first job?

I was a hostess at Texas of Texas throughout high school.

2. What do you like most about your current job?

Cliché answer – my coworkers make the job great. Related to my work – I get exposure to many different industries, so I’ve come to gain a lot of knowledge/ fun facts.

3. What is the best career advice you’ve ever received?

Don’t be afraid to speak up!

4. Who is your role model?

My mom – she’s the best in every way.

5. If you weren’t working at Whitley Penn, what would you be doing?

When I was home for winter break one year during college, I got a seasonal job stocking shelves at the Container Store. It was so relaxing to straighten and organize everything. I have always joked that it is my dream job.

6. Do you have any pets?

Yes, an Australian Shepherd – Millie.

7. What are you currently reading?

I just started reading Nine Perfect Strangers by Liane Moriarty. I’ve read all her books except this one.

8. How do you handle stress?

Working out and/or making lists, depending on what is stressing me out.

9. What do you make time for no matter what?

Working out (see answer to question above).

10. What is one thing people would be surprised to know about you?

My age, haha! I will forever be ID’d.

 

Meet the Member: Lisa Chandler

Welcome to our latest installment in our “Meet the Member” series, where we will feature a WFE member. This month meet our 2017 President, Lisa Chandler!

Read on to learn more about Lisa:

How did you get involved with WFE and how long have you been a member?

Since 2004. Trina Painter introduced me to the group.

What is your favorite thing about WFE?

The many great relationships I’ve made with ladies of the group. WFE has introduced me to many professional women who have been a great support. I learned a lot from several of the women. I enjoy being a resource to the group.

10 Quick Questions:

1. What was your first job?
Sales person at a boutique shop in Houston – El Girasol. It featured Mexican art and trinkets in the Town and Country Mall – which is no longer…

2. What do you like most about your current job?
Relationships with my clients – getting to know my clients and watching them become very successful in their businesses. I enjoy being there for them by providing tax advice to get them through the different transactions and business cycles.

3. What is the best career advice you’ve ever received?
Treat everyone with the utmost respect

4. Who is your role model?
My paternal grandfather. I admired his values. He was very disciplined, he treated people well, and he worked hard.

5. If you weren’t [A CPA] what would you be doing?
Helicopter pilot – I love the feeling I get when I fly through the air

6. Do you have any pets?
Not currently, but I’ve been mommy to several canines

7. What are you currently reading?
Nothing interesting right now, unfortunately!

8. How do you handle stress?
Long walks, pulling weeds, and bubble baths

9. What do you make time for no matter what?
Time with friends

10. What is one thing people would be surprised to know about you?
I played the oboe in junior high school. Yes, I was a band nerd – but just for a little while!

Bonus Question!
11. What “lesson from mom” do you still live by today?
Keep a clean kitchen

Economic Forecast 2017

Greg Young, SVP and Senior Portfolio Manager at Bernstein Global Wealth Management spoke to WFE on January 11th to provide an overview of the 2017 U.S. Economic Outlook from an investment stand-point. Greg indicated that the US election (Trump plus Republican Congress) may catalyze faster economic growth and a pro-business climate. The stock and bond markets have begun to price that in. This optimism is a big change from recent years. Despite current optimism, political uncertainty across the globe will be high including potential US policy changes and elections across Europe in 2017. Markets, sectors and securities will react accordingly. Managing through this volatility and opportunity will be crucial to successful investment outcomes.

About Bernstein

Since our founding in 1967, Bernstein has focused solely on investment research and management for HNW and UHNW clients. That means our interests are aligned with our clients, and we are fully accountable for their outcomes. We focus on research-driven investing, driven by the global insights of our in-depth, un-conflicted research. We focus on client-focused strategies, while managing volatility and tax on a daily basis. Bernstein is part of AB, one of the world’s largest investment firms, managing nearly half a trillion dollars in assets for clients around the world.

Meet the Member: Jillian Nel

Welcome to our latest installment in our “Meet the Member” series, where we will feature a WFE member. This month meet our newest member, Jillian Nel!

Read on to learn more about Jillian:

How did you get involved in the WFE and how long have you been a member?
Lisa Chandler introduced me to the group – been a member just a few months.

What is your favorite thing about WFE?
Meeting & getting to know fabulous women

10 Quick Questions:

1. What was your first job?
I worked fitting point shoes at Leapin’ Leotards in the village when I was 15. I was a dancer growing up so doing this was an easy fit. Plus, I got discounted leotards & tights!

2. What do you like most about your current job?
The relationship part. Financial Planning is so much more than the technique of money management, it is really about listening, learning about others, empathizing and then making plans & setting goals together for the future. When you set up a plan this way you move beyond trusted advisor to a friend and confidant. When the relationships grow to this level, you aren’t just advising them through the bad times and scary markets – you get to enjoy the triumphs and joys of their lives too.

3. What is the best career advice you’ve ever received?
Suck it up, honey.

4. If you weren’t a Financial Planner, what would you be doing?
Probably taxes…

5. Do you have any pets?
Yes, a cat & a 200Lb pot belly pig, wanna see a picture?

6. What are you currently reading?
Mitch Albom’s latest, The Magic Strings of Frankie Presto

7. How do you handle stress?
Massage Envy & Pinot Noir

8. What do you make time for no matter what?
Massage Envy & Pinot Noir

9. What is one thing people would be surprised to know about you?
The aforementioned sow, Miss Piggy Sue

10. Who is your role model?
Mom for sure. She is the lady that when everyone meets her, says how lucky I am she’s mine. I adore the effect she has on people and especially the way she makes people feel.

Bonus Question!
11. What “lesson from mom” do you still live by today?
Make good choices, go to church & read the bible. Although its spoken like this:
“Make good choy – sez, go ta chuch, and read ur bye – bull”

Integrating Office Politics into Your Success Strategy

Written By: Deborah Gross

Christine Spray, nationally recognized business development keynote speaker and two time best-selling author, spoke to WFE about integrating office politics into any successful strategy.

The presentation covered wide ranging issues and strategies including: understanding the purpose and benefits of strategic office politics, setting boundaries and ground rules for new employees, learning to influence and interact effectively among colleagues, managing various personality types in office, gaining support and effectively networking and recognizing your role in your group.

After working in public accounting and industry in senior leadership roles with start-up, restructuring and growth responsibilities, Christine founded Strategic Catalyst, Inc. As Founder and President of Strategic Catalyst, Christine serves as a CEO and business advisor with a passion for helping people and companies grow. In addition to her role at Strategic Catalyst, Spray launched the National Business Development Association (NBDA) to fill the need for a national trade association to provide best practices to individuals whose primary responsibility is generating business for their organization. Spray also serves as Chair and National Speaker for Vistage International, the world’s leading chief executive organization.