Finance Alumnus Becomes Financial Planning Analyst

 

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Drew Weckbach

B.S. in Finance & Economics, 2010

Financial Planning Analyst at Commerce Bank

Drew Weckbach started his academic career at EIU as a biology major, but ended up earning a dual degree in finance and economics. A truly exemplary alumnus, Weckbach was a highly involved finance major who took part in registered student organizations such as Delta Sigma Pi and the Student Financial Planning Association, while taking steps to excel both inside and outside of the classroom.

Weckbach has faced a number of obstacles to get to where he is today. The first came before even starting to pursue his finance degree at EIU. Being a late arrival to the business school, he had a steep hill to climb in catching up in order to complete his degree. He gives credit to his School of Business advisor for assisting him in accomplishing this, “Ms. Lisa Canivez was instrumental in launching my academic career. She and I were able to customize a unique course schedule that allowed me to accomplish all of my goals, walking away with my dual degree, B.S. in Business Finance with a concentration in personal finance, and a B.A. in Economics in the spring of 2010.”  Weckbach also says one of the biggest challenges in his career quest was finding the right job and “not being tempted to accept a job that wasn’t the right fit just for a pay increase.”

Weckbach attributes his success to the opportunities for professional development that were granted through the School of Business as well as the dedicated professors who aided him in passing the Certified Financial Planner® exam and landing his first job at Stifel Nicolaus as a Tax Advisor.  At EIU, Weckbach gave live, 5-minute, "Market Recap" segments on EIU’s radio station, Hit Mix 88.9, and he presented "Market Watch" segments on the WEIU evening news broadcasts. These opportunities required much preparation and granted him deeper insight into the financial markets, while helping him to hone his public speaking skills. He also speaks fondly of the mentors that helped him progress: “Coursework and access to Mr. David McGrady and Mr. Jeff Oetting were keys to my successfully passing the CFP® exam on the first attempt.” Weckbach would go on to work at Stifel Nicolaus for 2 years before taking his current position at Commerce Bank, where he now works as part of a team that provides comprehensive financial planning for existing Commerce Bank clients throughout the Midwest. In his position, he provides guidance to clients when making major financial decisions and helps to establish long-term financial strategies. He meets with clients to clarify their current and projected financial outlook, assists in retirement planning, and counsels clients on how best to manage their financial resources, and much more.

Weckbach’s drive and passion for finance led him to where he is today. “I would suggest to anyone who has an interest in accounting, finance, or investments, and enjoys working with people, that they get involved in the CFP® program at EIU,” says Weckbach. He also speaks on sacrificing free time in exchange for beneficial life experiences and getting involved in registered student organizations. Finally, he advises students to take advantage of the career development tools such as mock interviews and seminars to become more confident and comfortable in a business environment.