private vista member carrie Shoener with dog

CARRIE SHOENER

SHE/HER/HERS

ADVISOR, MSF, CFP®

MY PROFESSIONAL CAREER BEGAN IN 2019

My previous work as a high school teacher emphasized how important it is to build strong relationships as the cornerstone of one's career. That same principle guides my work as an advisor, as I continue helping people solve problems and make empowered decisions about their futures. I see my role as a trusted and empathetic source of financial education, and I love working with clients to build up their knowledge and understanding of their options.

MY PRIVATE VISTA

My Private Vista involves spending time with those I love, as I am lucky to have many family members and lifelong friends near me in Chicago. In my spare time, you can usually find me reading (so much that I’m in three book clubs!), taking exercise classes, or cheering on the Iowa Hawkeyes. My husband and I also love trying out new restaurants and traveling – though we’re always sad to leave our dog Tito at home! I feel grateful to realize that I am already living my Private Vista and am excited to see where it may take me next.

COMMUNITY

  • Associate Board Member, City Year Chicago

  • Mentor, iMentor

  • Teach for America, Chicago-Northwest Indiana

EDUCATION

  • Bachelor’s Degree in English & Creative Writing, University of Iowa

  • Master’s Degree in Finance, University of Notre Dame