Colleen Toner

COLLEEN DWYER

SHE/HER/HERS

SENIOR ADVISOR, CFP®

MY FINANCIAL SERVICES CAREER BEGAN IN 2018

After a few years serving clients in a consulting role, I began my financial services career in 2018. The same core value of serving clients with excellence carried directly into my role as an advisor supporting individuals and families. In this role, by developing trusted relationships with my clients, I collaborate to build a plan that creates financial confidence and independence. At Private Vista, I enjoy working with a dedicated and experienced team to deliver personal and critical advice and service to our clients so they can be successful both financially and personally.

MY PRIVATE VISTA

My Private Vista includes spending quality time with my friends and family as well as actively participating in my community. My husband and I live in Lincoln Park and enjoy all that the city has to offer - frequent walks and bike rides, tennis at the park, and trying new restaurants and coffee shops. When not in Chicago, we spend time in Michigan and the western suburbs visiting our families. We love to travel and look forward to checking places off our bucket list whenever we can! Staying engaged in all these facets of life constantly enriches My Private Vista in new and exciting ways!

COMMUNITY

  • Mentor, Horizons for Youth

EDUCATION

  • Bachelor’s Degree in Pre-Health Studies and English, University of Notre Dame