DLJ Wealth & Tax Services - April 2020

DLJ Wealth & Tax Services - April 2020

L J

MAKING CONNECTIONS

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Hello, everyone!

I have an 11-year-old, Mia, and a 20-month-old, Isabelle. It’s a big gap, but it’s quite lovely. Mia loves being a big sister and she’s super patient with Izzy, who

I’m Katie Beyer, and you probably know me as Deb’s right-hand gal. This month is my one-year anniversary with DLJ, and Deb asked me to take the reins and share a bit about myself. Deb has been a family friend for a long time. In March 2019, she reached out to me to help her work on this business. At the time, I was taking business administration and human resources courses at Rasmussen College. My goal was to find a job in an office setting and work in a professional, more structured environment. Before that, I worked in the restaurant industry and that was very up and down. When Deb reached out and

can be quite rambunctious. Now that spring is here, I’m looking forward to gardening and doing projects together outside. We love sports (Go Packers!), crafting, and doing

projects around the house that make our house a home. I feel blessed to have a job I enjoy that also allows me to be a mom and spend quality time with my family.

Deb and I both want to be there for our small-business professionals and let them know they have options and aren’t alone in this. The project has evolved into so much more than what Deb first described to me, but I enjoy it so much. Deb is family, and it’s always good to work with family. Plus, Deb is a wonderful mentor and guiding light. Working here is unlike any job I’ve had before. It’s really more of an apprenticeship. Deb’s been showing me the ins and outs of the financial markets, the secrets of the trade, and all the things she knows. It’s such a blessing. Not many people are willing to share their knowledge, let alone sit down at your desk and create a life plan with you. That’s exactly what Deb does for me and all her clients. She has so much wisdom, and she doesn’t want to keep it all to herself! Deb wants to help people expand their knowledge so they can grow. It’s great to be part of that.

told me what she wanted to do in the financial industry, I was excited to be part of it. Though I consider myself an introvert, I’m also very much a people person. I love this job because even though I’m in an office, I’m not isolated behind a desk. I get to meet with clients every day and get to know them on a more personal level. It’s great to help clients, and Deb wants this company to operate on a personal

Deb and I both want to be there for our small-business professionals and let them know they have options and aren’t alone in this.

basis. This means I get to connect with the people we work on a genuine level. I hear about their lives and their families and share stories about my own kids.

—Katie Beyer

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