Darin Robert Shebesta
Darin Robert Shebestaage 32
Vice president and wealth adviser, Jackson/Roskelley Wealth Advisors
- Guilty pleasure: smoking a cigar every now and then
- First job was lifeguarding at a city pool
- Wants to retire in Phoenix
Darin Shebesta grew up wanting to be the next Frank Lloyd Wright. But after his first day of design class, talking about how to find an outside-the-box solution for an oil spill on the beach, Mr. Shebesta knew that wasn’t the career path for him.
“I realized I had zero interest and walked to the business school,” he said.
During college, he interned at a life insurance company. There, again, he realized he wasn’t quite in the right spot. He had a few other opportunities, including at a bank and a portfolio manager, and eventually found the right business model: financial planning.
“I thought, that’s what the world was about,” he said. “This is the best balance of personal skills and analytical skills.”
Mr. Shebesta, now at Jackson/Roskelley Wealth Advisors, recently served as president of the Financial Planning Association of Greater Phoenix, a feat of which he’s very proud. He’s currently chair of the organization. He said it was exciting to bring together younger planners in the area – even before the term next gen was popular. He called the group “Young Financiers.”
Mr. Shebesta also played a part in pairing the CFP Board with the University of Arizona. Beginning in the fall of 2017, the school will have a bachelor’s program and a minor in the industry for which he advocates.
He’s also glad younger clients are being looked out for by his colleagues.
“I found it encouraging that other practitioners have found a profitable way to work with the next generation,” he said. “I wasn’t sure this group would be served in a way that works for both parties.”
– Alessandra Malito