Joining us today is Joshua Januzelli and Juliana Chabot, both seniors, honor students, and highly accomplished finance majors and wealth management minors.

Josh interned with Washington Avenue Advisors going into junior year and Clarkston Capital Partners last summer. He is set to begin his full-time role with Clarkston next year!

Juliana’s spent her junior year interning at Ally Financial and studied abroad in Rome last summer.

Today, we’re diving into internship and full-time career searches, sharing interview tips and tricks, and discussing how to balance school life with professional ambitions.

We hope you enjoy!

Josh and Juliana Links:

https://www.linkedin.com/in/joshua-januzelli-600548261/

https://www.linkedin.com/in/juliana-chabot/

Podcast Team Links:

Brandon Klump - https://www.linkedin.com/in/brandon-klump

Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/

Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/

Steven Bowe - https://www.linkedin.com/in/stevenbowe29/

Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/

Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/

WMA website: http://msuwma.com

Contact: [email protected]

Nick Nauta is a lead Financial Advisor at Shotwell Rutter Baer in Lansing, Michigan. SRB is a fee-only, independent registered investment adviser that takes a “Kitchen Table” approach, emphasizing the interpersonal aspects of financial planning. Formerly running his own firm as Nick Nauta Financial, Nick merged with Shotwell Rutter Baer in 2019 to create a platform where he could provide fiduciary services to clients as part of a team. Since then, he has been a major resource for the wealth management community, and is an active member of the FPA of Michigan and NAPFA (National Association of Personal Finacial Advisors)

Carl Szasz, president of Verde Capital Management, shares his story from MSU to becoming a business owner focused on bettering the lives of his clients and employees. We'll explore Verde's innovative workplace culture, the impact of in-person vs. virtual meetings, social media marketing strategies, and their unique approach to financial coaching.  Enjoy!

Michael is a 2022 graduate from Michigan State University, where he majored in Finance with a minor in Wealth Management. Michael has worked at Sigma Investment Counselors as a Paraplanner for about three and a half years. Sigma Investment Counselors is a fee-only, independent registered investment advisor specializing in discretionary portfolio management and financial planning for high-net-worth clients.

Today we’re excited to have Mike Robinson with us. Mike is a Certified Financial Planner and former Executive Vice President at Huntington Bank, with over 27 years of experience at JP Morgan before that. He’ll be sharing his journey in wealth management, what drew him to the banking side of the industry, and the importance of aligning with a company’s culture. Plus, Mike offers valuable advice for students seeking internships or full-time jobs in the field.

Enjoy!

Today, we’re joined by Dr. Cherry, Founder and President of Concurrent Financial Planning and Director of the Charles Schwab Foundation Center for Financial Wellness at UW-Green Bay. A true leader in the field, Dr. Cherry is also Head of the Financial Planning Program and a 3-time Investopedia Top 100 Financial Advisor!

Samantha Russell, the Marketing Idea Generator at FMG Suite, helps countless financial advisors level up their marketing and digital communications with clients to drive new business. In this episode, she shares how students and young advisors alike can enhance their social media platforms to build connections, stand out to employers, and strengthen their networks.

Jeremy Walter, CFP is the founder of Fident financial. Since starting Fident in 2017. Jeremy has earned his bachelor’s degree from Cairn University. Jeremy also holds his CFP certification. Jeremey shares great insight on the financial industry and advice to aspiring financial advisors.

https://fidentfinancial.com/

Brandon Klump - https://www.linkedin.com/in/brandon-klump

Brian Portnoy, CFA, the founder and CEO of Shaping Wealth, shares his expertise in the relationship between humans and their wealth. We discussed why Brian and his team created Shaping Wealth and the impact of understanding behavioral finance to strengthen connections with clients. Listen to Brian share how curiosity, hustle, and kindness can transform your life and bring you closer to your goals. Hope you enjoy!

Today's podcast features Jared, a senior at MSU majoring in Finance and Wealth Management. He is the president of the Wealth Management Association and a former host of the WMA podcast. He’s interned with UBS Private Wealth Management and served as a summer analyst at JP Morgan’s Private Bank. Jared is passionate about learning and giving back to his community, and he’s been a role model and friend to many.