Colleen Toner

COLLEEN DWYER

ADVISOR, CFP®

EDUCATION

  • Bachelor of Arts, Pre-Health Studies and English, University of Notre Dame

COMMUNITY

  • Horizons for Youth, Young Professional’s Board Member and Mentor

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 our clients, we 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 the city has to offer - frequent walks and bike rides 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 lists whenever we can! As a mentor to my 3rd grade buddy and a member of the Young Professionals Board, I support the Horizons for Youth organization to provide education scholarships and comprehensive support for Chicago families and their children in need. Staying engaged in all these facets of life constantly enrich my private vista in new and exciting ways!