Robyn Barrows Orfield
“Be the change you wish to see in the world”
This is actually an adaptation of a quote from Mahatma Gandhi. He says:
“We but mirror the world. All the tendencies present in the outer world are to be found in the world of our body. If we could change ourselves, the tendencies in the world would also change. As a man changes his own nature, so does the attitude of the world change towards him. This is the divine mystery supreme. A wonderful thing it is and the source of our happiness. We need not wait to see what others do.”
Robyn’s Role at AZTEC Financial Group
Robyn is responsible for managing a variety of daily tasks that keep the company thriving. She does everything from client account setup, account applications, paperwork transfers, sending and receiving client funds, and linking bank accounts, to working with fund companies to obtain transfer forms, researching the status of transfers, and answering all client questions in a timely manner. In addition to all of that, she also writes and edits social media posts and client newsletters, answers phones, and maintains the office and all files (paper and digital).
Robyn was born in Portland, Maine, and currently resides in Dover, New Hampshire. But don’t let that fool you into thinking she’s never been out of New England. In fact, she has only one U.S. state left to visit…but I guess you’ll have to stay tuned for an update from Robyn to find out which one it is! She has also been to 14 countries in Europe and spent three months in Australia.
The coolest places she’s ever been are Squamish, British Columbia, Bern, Switzerland, and Missoula, Montana. She loved them equally and can not wait to go back. Robyn advises, “You MUST visit these places in your lifetime. They are so different from the rest of the world.” She has always wanted to go to Fiji but has not made it there, YET.
Robyn lives with her almost 10-year-old daughter, two cats, and a rabbit. She has one older brother who has two daughters of his own, and her folks have been married for 52 years and live in Laconia. When she’s not working, Robyn enjoys doing crafts, swimming, light hikes, biking, kayaking, photography, horseback riding, dancing, and anything that involves spending time with her daughter.
Robyn loves living in this area of the world for several reasons, including the fact that her family is here, and it’s a gorgeous place to live. She says that Portland Head Light (located in Fort Williams Park, Cape Elizabeth, Maine) is enough to always bring her home to New England.
Fun Facts About Robyn
Favorite Book: The World According to Garp, by John Irving
Favorite Movie: The Princess Bride
The best piece of advice she has ever been given: “Focus on today.”
Her favorite word in the English language is: Discombobulated
Definition: Confused and disconcerted.
Example: "He is looking a little pained and discombobulated."
If she were a superhero, her superpower would be: Taking away pain
When she was 5, she was pretty sure she’d be a: Broadway star
The core values that drive Robyn are: FAMILY (#1), kindness, giving, love, self-care, and taking care of those who take care of her.
What Robyn Loves Most About Working at AZTEC Financial Group
Robyn loves working at AZTEC Financial Group for many reasons, but her top reason was Eric, himself! She said, “He is the calmest, kindest person and is so wonderful to work for, and with. This job is completely opposite to my English and Speech degrees and background, but when his daughter told me 11 years ago that her father needed a new assistant, I was immediately on board. His family is one of my favorites, so I made it work. I took a break to learn more about kids for a while…but came right back!”
Some Advice on Life from Robyn
“Don’t let stress get you down! These past few years have been rough on everyone in the world, and it is starting to show. Do not forget to breathe and focus on the ones you love who love you back.”
“A journey of a thousand miles begins with a single step.”
Joie’s Role at AZTEC Financial Group
Joie is a part-time data gathering and data entry assistant. She pieces together details to create financial plans for AZTEC Financial Group’s clients. The more information provided, the more accurate the plan will be, so part of her job is ensuring she collects the most relevant and accurate information possible. She also helps with daily customer service tasks, such as answering client calls and emails regarding their accounts.
Joie was born in Dallas, Texas, and now lives in Dover, New Hampshire. What she loves most about living here in New England are the seasons because there is always something to look forward to. One of the coolest places she has ever been to is Glendalough, Ireland. She loves learning about new places, customs, and animals, so she is always wanting to go somewhere new. When she’s not working, she enjoys gardening, cooking, and sewing.
Fun Facts About Joie
Favorite Book: The Hobbit,by JRR Tolkien
The best piece of advice she has ever been given: “Don’t let your past govern your future.”
Her favorite word in the English language is: Bamboozle
Definition: Fool or cheat (someone).
Example: "Tom Sawyer bamboozled the neighborhood boys into doing it for him."
If she were a superhero, her superpower would be: Reviving plants
When she was 5, she was pretty sure she’d be a: Farmer
The core values that drive Joie are: Kindness and integrity
What Joie Loves Most About Working at AZTEC Financial Group
Joie loves her job at AZTEC Financial Group because it is a convenient, 2-5 minute drive from home, and she loves that she gets to help people every day.
Eric Wasson, CERTIFIED FINANCIAL PLANNER™
“I’ll try anything once, twice if I like it.”
Eric’s Role at AZTEC Financial Group
Eric is a financial educator and planner. He educates his clients so they know what funds they are in and what to expect going forward. He understands that when it comes to finances, surprises often make people make errors, and he works to avoid that with his clients. He also creates financial plans for clients to help them secure their futures. As Joie said, the more information they have, the more accurate the plan will be, so he works closely with clients to ensure he has all the necessary information to create the best plan.
Eric was born in Laconia, New Hampshire, and now resides in Rochester, New Hampshire. He loves living here because he thinks New Hampshire is a great place; it has low crime, four seasons, and a variety of outdoor activities to do from skiing and hiking to boating and swimming, and so much more.
The coolest place Eric has ever been to is South Africa. He most enjoyed that there were so many unique items aspects of the trip–from the culture to the animals. He has not yet been to Egypt but has always wanted to go there to follow the pyramids.
You may already know that Eric enjoys skiing and mountain climbing – all over the world – when he’s not in the office. Something you may not know about him is that he used to own a 7-foot Boa Constrictor!
More Fun Facts About Eric
Favorite Book: The Hobbit,by JRR Tolkien (Eric and Joie have the SAME favorite book!)
Favorite Movie: The Sound of Music
The best piece of advice he has ever been given: “Learn from your mistakes”
His favorite word in the English language is: Yada yada.
Definition: Boring or empty talk.
It is often used interjectionally especially in recounting words regarded as too dull or predictable to be worth repeating. Example: “He was listening to a lot of yada yada about the economy.”)
If he were a superhero, his superpower would be: The Bionic Ski Man!
When he was 5, he was pretty sure he’d be a: Archeologist
The core value that drives Eric is: Treat others the way you want them to treat you.
What Eric Loves Most About Working at AZTEC Financial Group
Eric really likes solving problems and helping people remove the worries they have about being able to afford to retire comfortably.