Laurie Belewage 34

Senior financial adviser, FJY Financial

I am a Leader

40 Under 40
40 Under 40

I am a Leader

40 Under 40

I am a Trailblazer

Trail Blazers

I am an Entrepreneur

40 Under 40

I am a Visionary

40 Under 40

I am an Idealist

40 Under 40

Meet the Leaders

Whether in their own firms or in their communities, these young people are leading the charge toward innovation in financial planning, bringing new opportunities to advisers and clients alike. Here, they share the best leadership advice they’ve received in their careers.

Meet the Trailblazers

This group doesn’t subscribe to groupthink. They are spearheading new ways of practicing and delivering financial advice — in some cases reaching populations previously considered unprofitable to serve. We ask them about the most unique and unusual ideas they’ve had.

Meet the Entrepreneurs

In addition to helping clients reach their financial goals, some in the advice industry face the challenge of running a business or a team. Others have started companies to support this pursuit. These young people are flourishing amid the balancing act — and some got an early start.

Meet the Visionaries

It’s not about what is, but what will be — and what can be — the future of the financial planning industry for this group of forward-looking advisers, educators and executives. Their insights pull the rest of the profession into the next stratum.

Meet the Idealists

Life experiences shape our ideals, especially for these young professionals who see challenges in the advice industry and the world — and set out to meet them. They also have words of wisdom for the next generation.

About Laurie

Laurie Belew is making an impact on the investment advice business at an early age by developing the next generation of advisers.

Ms. Belew, a senior financial adviser at FJY Financial in Reston, Va., is part of its two-member recruiting team targeting leading financial planning programs, including Texas Tech and Virginia Tech.

New talent at the small firm, which will grow to 11 employees this year, can work with clients soon after they're hired.

"We have a defined career path that is attractive to a lot of people," Ms. Belew said. "It's a matter of finding a way to contribute and add value early. If you give them that opportunity, we've seen them succeed."

She's executing the same game plan in cultivating future graduates through an internship program she helped create. And students do more than shuffle papers at FJY Financial.

"By the end of the summer, they're doing the work of an associate planner," Ms. Belew said.

She also tries to develop her peers. The 2014 president-elect of the Financial Planning Association's NexGen community, Ms. Belew helped establish a NexGen chapter in the national capital area, which has grown from six to 40 members.

Her belief in networking and mentoring stems from her first job at Arthur Andersen, a former Big Five accounting firm. She joined just before its demise in the fallout of the Enron scandal in 2002.

"It was unique to see how the Andersen network banded together in that situation," Ms. Belew said. "The mentors I had at Andersen are still mentors."

— Mark Schoeff Jr.

Next Profile

  • Adam Birenbaum

    CEO, Buckingham Asset Management and BAM Advisor Services

Fast Facts

  • Was an incredibly shy introvert until a professional environment forced her to step outside her comfort zone
  • Has four degrees: master's in business administration and financial planning, and bachelor's in finance and public policy
  • Career goal in middle school was to become U.S. attorney general

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