Marisa Menzel, Wisconsin Financial Group Inc.
IB’s Professional of the Week is the premier way to meet Dane County’s professionals. This week features Marisa Menzel, financial advisor, Wisconsin Financial Group Inc.
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1. What are the most challenging and rewarding aspects of your job and why?
The most challenging aspect of my job is simply getting people to sit down to meet with me. Workers spend more time planning their vacation than retirement. The most rewarding aspect of my job is helping people understand how retirement income streams work so that they can allocate the savings they are doing today in ways that give them the highest income streams later when they retire. It changes people’s lives and I have a lot of fun getting to know so many people and helping them in this way.
2. Who do you look up to or admire in business and why?
During my time working at United Way, I had the opportunity to get to know Rich Lynch from Findorff. Not only does he run an extremely successful company but he is also one of the nicest businesspeople I have ever met. In addition to that, he and Findorff support a lot of great programs and causes in the community.
3. What has been the high point of your career so far?
The high point of my career was being recognized as one of 40 Under 40 in your 2015 class. There are so many qualified young professionals in the Madison community who are deserving of this acknowledgement. I’m honored to be affiliated with those in last year’s class as well as those who were recognized in previous years.
4. Thinking back on your career, what advice would you give your 21-year-old self?
I would tell my 21-year-old-self to fail faster. I’m not afraid of failure — a trait that has allowed me to go out and try different jobs, relationships, and activities, many of which have turned out very well. However, when things aren’t going so great I have a tendency to try to stick with them and push through at all costs. The reality is that not everything is going to work out well, so you need to know when to cut your losses so that you can move on to other opportunities.