- people on the move
Q&A: Anastasia Wiese
Editor’s note: Each Q&A in the Influential Women enewsletter will feature a woman from the region who’s influential, a rising face in her industry or doing interesting work. Submit tips on potential Q&A subjects to tgortsema at grbj dot com.
Anastasia Wiese, J.D., C.F.P., is a financial advisor with Grand Wealth Management in Grand Rapids.
The independent firm provides financial planning and investment management services with a fiduciary level of care.
Wiese previously owned and managed her own independent advisory firm, and she focuses her practice on retirement planning for professionals and executives, as well as business retirement plan management services.
She serves on the Spectrum Health Community Council and is a member of the Grand Rapids Bar Association, State Bar of Michigan and Junior League of Grand Rapids.
Biggest career break?
Establishing my first major 401(k) plan client relationship. This client relationship, and my husband’s amazing support and encouragement, gave me the courage to step out and set up my own financial services firm. It was truly an amazing experience to build something from nothing. I learned all of the nuances of my business and created a client service experience I was proud of. If I had not taken that initial risk, I may not have landed where I am today. I always encourage anyone with an idea to speak up or give something a shot. You never know where you may end up, and life is too short to get stuck on what ifs.
Watching my older daughter meet my younger daughter for the first time. She showed so much love and sensitivity for her new sister. It was amazing.
Best advice you’ve ever received?
Never underestimate the power of compound interest.
How did you make your first dollar?
Transporting payroll for my dad’s company. Once I received my driver’s license, I quickly realized I needed to earn gas money. I started doing what my parents later classified as “unnecessary chores,” which always resulted in my unsolicited request for prompt payment for my efforts. Once my parents caught onto my scheme, my mom said I needed to earn actual money from a real company. I only had about $5 left in my gas fund. So I scheduled a meeting with my dad at the dining room table that evening. We decided that I would pick up payroll from the bank and deliver it to his shop every two weeks. He paid me $50 a trip. Everyone was satisfied with this arrangement.
Time. Once it’s gone, you can’t get it back. Make every moment count.
I’m in it. I love being a financial advisor at a sophisticated firm that believes in doing right by our clients. I think it’s important for everyone to figure out what they are good at, then explore how to use their skills to help others. I’ve pieced together a unique educational background and credentials and have worked for a wide range of companies. Through this, I learned I love working directly with people who I can impact in a positive way. I find comfort in numbers, economics and finances. I enjoy creative problem solving and working with others to help someone achieve what’s most important to them. So at the end of the day, I love where I am and am happy to go to work every day.
If you were president for a day, you would … ?
I would start the day by signing an executive order that would provide a free lunch to every child in our public school system. Then I would delegate my authority to my mom and mother-in-law, as these two women know how to cross action items off a list. Then I would spend the rest of the day trying to creatively escape from secret service.
Last book you read?
“I’m a Frog,” an Elephant & Piggie Book. My daughter thinks Piggie is hysterical. This book is read at least once a day in our household.
Last search term you googled?
Measles outbreak. I have a 4-year-old and a 6-month-old, so I regularly consult with Dr. Google.
Your worst habit?
My husband would say leaving a trail of water glasses around our house. I am always drinking water and like to have easy and convenient access to it. If you were to walk around my house, you would know exactly where I’ve been that day based on where the water glasses are located.
To unwind, you like to … ?
Spend time with my husband and daughters. We have busy days and try to savor as much time as possible together. We love going to Meijer Gardens, John Ball Zoo, bookstores and our neighborhood tot lot.
Somewhere warm with all our friends and family. Life gets busy quick. I think it would be great to check out for a week with all of those who are most important to us and just do nothing together on a beach drinking something fruity.
Double Stuf Oreos. It’s a perfectly made cookie.
Person you most admire?
My father. He is an entrepreneur at heart with a never-give-up attitude. Life dealt him many lemons. He accepts the negatives but doesn’t allow them to define him. He always focuses on the next good thing that is coming down the pike. This spirit and determination helped his manufacturing business survive the recession and afford him a life to be proud of.