COLLEEN TONER

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

My past work experience in consulting taught me to solve client’s challenges and provide them with the knowledge regarding their organization’s health and benefits insurance. The same core value of serving clients with excellence carries directly into my new 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. I spend most of my free time getting together with friends, both near and far, and enjoying frequent trips from my apartment in Lincoln Park to the suburbs to visit my parents and extended family. My ideal Chicago weekend is spent trying new restaurants, running on the lake front path and enjoying the farmer’s markets in the summer. When I am not in Chicago, I travel to visit friends and explore new places. My travel highlights include studying abroad in London, visiting our family in Ireland and enjoying the Christmas season in Russia this past year. As a mentor to my 1st 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 of these facets of life constantly enrich my private vista in new and exciting ways!