Drake Ellgren

Major: Financial Counseling and Planning
Company/Organization: Wilon Wealth Management
Company/Organization website: wilonwm.com
Destination: ANKENY, Iowa
Timeframe: Summer 2023
Advisor/Coordinator Email: steckelb@iastate.edu

Responsibilities

Help firm with office operations, data collection, meeting notes.

Accomplishments

I had my first meeting with a client and the lead advisor.

Learning experience

Always be prepared and treat people with respect. Clients will appreciate your kindness and hard work.

What advice would you give?

Do not wait to get an internship or real world experience. It is the only way to truly prepare for what you will be doing when you're in the field.

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