As Gillian says, “We have to keep our money and grow it, but money in itself is not the end game. Instead, wealth is all of the crucial things that money can impact. Things like health and wellness, lifestyle, relationships and something I am especially passionate about, family harmony – because great communication around money is great for families.”
At least two other personality traits quite possibly originated from the formative experience with the $20: Gillian is very tuned-in to what other people are feeling about money, and she sees every day as an opportunity to learn from and build on the day before. A daily practitioner of CrossFit, she is described as famously nice by her friends and also, owing to her ever-tougher training, as “a machine.”
She shares this focus on kindness, efficiency and speed with the entire team at Surround Wealth Advisors, where the experience includes meticulous listening and the fact that every advisor is up to speed on every client account.
“What gets me out of bed is the pursuit of being a well- adjusted, healthy, efficient, perceptive, responsive, joy-based machine. And the better I operate the machine, the better parent, sister, daughter, coach and advisor I become. As I like to say, ‘This is how I wealth.’”
Meet the entire Surround team