MY FINANCIAL SERVICES CAREER BEGAN IN 2026
My financial services career officially began in 2026 when I joined Private Vista. Three years earlier, I had sought out education to better manage my own finances. To that end, I enrolled in financial planning courses within the School of Professional Studies at Northwestern University. After just a few classes, I became interested in shifting my career toward financial planning.
I went on to complete the financial planning program, participate in an internship, and ultimately join Private Vista as a Senior Wealth Associate. Prior to transitioning into financial planning, I worked in workforce mobility consulting and corporate relocation management. I look forward to becoming a trusted partner to my clients, and supporting them on their financial journeys.
MY PRIVATE VISTA
My Private Vista is spending time with friends and family, enjoying slow mornings with a great cup of coffee, listening to live music, and indulging in yummy tacos.
Looking ahead, my future Private Vista includes a cozy beach house with friends and family nearby and an English bulldog. I picture my bulldog and me taking a golf cart to a cute coffee shop each morning, followed by a walk on the beach for some exercise.
EDUCATION
Bachelor’s Degree in French with a minor in Business
Certificate in Financial Planning