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Private Client Risk Advisor, Ollis & Company

Being a habitual goal-setter has propelled Brittany Waugh forward in her career as a private client risk advisor for Ollis & Company. “My secret to success is mapping a path to my goals and stopping to celebrate along the way,” Waugh says. As a trusted advisor to many high net-worth clients, Waugh is constantly working toward new certifications and industry achievements to better guide her clients. “I find passion in helping my clients protect assets they have worked a lifetime to accumulate,” she says.

Somewhat contrastingly, the Missouri State University alumna serves as the president-elect of the Ozarks Counseling Center’s Board of Directors, an organization that provides counseling services regardless of the client’s ability to pay. Waugh’s goal setting helped the organization double the money raised through the “Not So Newlywed Game” in 2012, amounting to an additional 2,467 hours of counseling services offered to the community.

The passionate 29-year-old spends days off traveling across the country and to Columbia to watch Mizzou games with her husband, David, trying new recipes or visiting the Lake of the Ozarks. Waugh plans to spend much of 2013 perfecting the private client experience at Ollis & Company while also blowing all of her goals out of the water. –D.D.

417 Magazine: What’s your favorite thing about your career?
Brittany Waugh: I am presented with unique challenges every day while working with our private clients. I am gratified by the close personal relationships I have cultivated and the trust they place in me.

417: How did you end up at your current job/profession?
B.W.: I was recruited at a college career fair while standing in line to inquire about becoming a pharmaceutical rep. Three years into my insurance career I joined Ollis & Company. One of the many reasons Ollis & Company appealed to me is because we are a 100 percent employee-owned company. I grew up in a family business where everyone is invested in the success of the business.

417: Where do you find passion to do what you do?
B.W.: I find passion in helping my clients protect assets they have worked a lifetime to accumulate.

417: Are you single/married, and do you have any kids?
B.W.: My handsome hubby David and I have two furry children, Dakota our miniature schnauzer and Lucy our cat.

417: What are your hobbies (when you’re not working)?
B.W.: I love to travel, go out with friends, find and try new recipes and visit the Lake of the Ozarks and St. Louis to spend time with our families.

417: Are you involved in any charitable organizations?
B.W.: I serve as president elect of the Ozarks Counseling Center’s Board of Directors, and I chair our largest fundraiser of the year “The Not So Newlywed Game.” I love working with this organization because it is a hidden jewel in Springfield that provides counseling services regardless of the client’s ability to pay. I am also involved in The Springfield Junior League on the planning committee for our Charity Ball.

417: Are you a member of any professional organizations?
B.W.: In November 2012 I earned my Professional Designation: Life Underwriting Training Council Fellow (LUTCF). I am a member of The National Association of Financial Planners and Advisors.

417: How would you define the secret to success?
B.W.: Each year I set new professional and personal goals. My secret to success is mapping a path to my goals and stopping to celebrate along the way.

417: What’s your favorite thing about your career?
B.W.: I am presented with unique challenges every day while working with our Private Clients. I am gratified by the close personal relationships I have cultivated and the trust they place in me.

417: What’s your favorite thing about working in 417-land?
B.W.: It’s the perfect size. I like that it’s small enough to see clients and friends at social events yet large enough that it still presents many opportunities to meet new people.

417: If you could go back and give the high school version of yourself one piece of advice, what would it be?
B.W.: Live in the moment but start thinking about the future.

417: What was your “dream job” at age 5?
B.W.: At 5 my life revolved around what my parents were doing, so it was never a question; I always wanted to own and operate my family furniture store. I told anyone who would listen that I was going to open “Helton’s II” at the lake.

417: List three traits that define a successful career:
B.W.: High level of responsibility, freedom and flexibility to make decisions and enjoying what you do and the people you work with.

417: Why are you a 20 Under 30?
B.W.: I was very surprised and excited to learn of the nomination because it means that someone noticed how passionate I am about my clients and the causes I am involved in.

417: What projects do you have on the horizon at your job that you’re excited about?
B.W.: We are constantly evolving and building upon the private client experience and concierge service that we are known for. This year I am spending a lot of time defining and perfecting the private client experience.

417: What completed project are you most proud of?
B.W.: Last year was my first year chairing the “Not So Newlywed Game” to benefit the Ozarks Counseling Center. I took some risks and tried new things that helped fuel the success of this event. We doubled the amount raised over the prior year. This money underwrites an additional 2,467 hours of counseling services we are able to provide to our community.

417: _____ makes life worth living.
B.W.: Experiences.

417: A day at work wouldn’t be complete without _____.
B.W.: Laughing and learning something new.

417: Ten years from now I want to be _____.
B.W.: Balancing career and family.

417: If I won the lottery tomorrow, I would _____.
B.W.: Build my dream home but never be home to enjoy it because I would travel as much as I could. 

417: The best part about being a 20 Under 30 is _____.
B.W.: Reflecting on accomplishments and looking to the future.

 

Celebrate with the Class of 2013 on Thursday, April 25 at Highland Springs Country Club. 

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