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W W W. M A I N E B I Z . B I Z 27 O C T O B E R 7 , 2 0 2 4 AWA R D 4 0 U N D E R 4 0 changed my major to financial services. The second instrumental bend in my career path came after I started work with a small financial services business. The owner supported me in earning my initial certi- fications, and I got hands-on experience in the profession's functions. l wanted to explore other opportunities, met with Susan Veligor [Cornerstone's co-founder] and she recommended I pursue the CFP designation. I took a position with UBS Private Wealth Management in Boston and while there attended classes at Boston University. After earning my designation, I reached back out to Susan. She offered me a position with Cornerstone in the spring of 2014. Audacious goal: Long-term, professionally, growing Cornerstone while maintaining its culture and core values. Long-term, personally, living in Japan for three to six months. Short-term: getting eight hours of continuous sleep! Favorite quote: "If you fail to plan, you are planning to fail" — Benjamin Franklin "Strive not to be of success, but rather to be of value" — Albert Einstein Influential book: Hard to pick! I really enjoy the concept of "Happy Money," by Elizabeth Dunn and Michael Norton. I use this con- cept and stories from the book when work- ing with clients. The basic concept is that money can buy happiness; you're just not spending it right. "Street Fighters" by Kate Kelly is one of my favorite industry books. And "Get a Financial Life" by Beth Kobliner — this is my No. 1 book recommendation to anyone who is just starting out and wants to learn about financial planning. Favorite podcasts: I split my time between Portland and Damariscotta, so I spend a lot of time traveling in the car. To be productive I like to listen to practice man- agement or market recaps, but once I've caught up on those I enjoy "Science Vs." and "Freakonomics Radio." Best way to recharge: In the summer, you'll find me on the water in a boat of some kind. Any kind of water and any kind of boat! I co-own a John Alden Explorer, a wooden sailboat built in 1946. It requires much grit, sweat and commitment to get her ready every year, but it has become a labor of love. I also welcome the opportu- nity to discuss oysters and their merroir. My husband, Brendan, owns a restaurant — the Shuck Station in Newcastle, and an oyster farm, Blackstone Point Oysters Co. And in the winter — skiing. At age 60: I hope to have successfully completed another succession plan for Cornerstone and transfer ownership to the next generation while maintaining our culture and dedication to our core values and those of our clients. Maybe retirement and a shift to greater volunteer roles and time to invest in the local community. Creating resources and relationships to fulfill community needs Dan Reed, 33 Marketing and program manager, SCORE Maine Significant professional accomplishment: Taking the leap into entrepreneurship, which led me to SCORE. Passion project: Community involvement. I absolutely love being involved in the Bath community and knowing what is going on around town 'Lightbulb' moment: Seeing an entre- preneur full of passion to bring their idea to their community and see it thrive, I knew I wanted to work with entrepreneurs after that. Audacious goal: Homeownership in Maine. Favorite quote: "The most interesting people you'll find are ones that don't fit into your average cardboard box. They'll make what they need, they'll make their own boxes" — Dr. Temple Grandin Influential book: "Start With Why," by Simon Sinek Best way to recharge: Foraging for mush- rooms and playing Pathfinder with my friends. At age 60: Hopefully, I will retire in Maine and volunteer as a SCORE Mentor! Congratulations to our enthusiastically fearless and inspirational leader; We could not possibly be more proud of you for this well-deserved award! — The Bankery & Skowhegan Fleuriste Crew www.thebankery.com 87 Water Street, Skowhegan Plan your financial journey with us—your own way. Federally Insured by NCUA empeople.com • (800) 338-6739 C O N T I N U E D O N F O L L OW I N G PA G E » P H O T O / T I M G R E E N WAY