MY FINANCIAL SERVICE CAREER BEGAN IN 2021
Growing up, I was deeply influenced by my father, who served as the CEO of a Registered Investment Advisor firm. He not only introduced me to the world of finance but also instilled in me the importance of financial literacy. His dedication to helping others achieve their financial goals left a lasting impression on me. I knew I wanted to follow in his footsteps, so I chose to major in Personal Finance with an emphasis in Financial Planning at the University of Wisconsin – Madison. I loved the technical side of the coursework, but I also appreciated how my professors emphasized the importance of creating lasting relationships. They taught me that financial advising isn't just about numbers and strategies; it's also about understanding clients' needs, building trust, and fostering long-term partnerships. I then completed two internships in the financial services industry which reiterated my passion of becoming a Financial Advisor.
MY PRIVATE VISTA
My Private Vista includes traveling the world, immersing myself in new cultures, and continuing my journey to see the wonders of the modern world both natural and manmade. I have been lucky enough to hike Machu Picchu, tour the Colosseum, snorkel in the Great Barrier Reef, and look at the Northern lights in Lapland. I also enjoy cooking, taking dishes that I eat on my travels and attempting to recreate them at home can be a fun way for me to relive these experiences.
EDUCATION
Bachelor’s Degree in Personal Finance, University of Wisconsin – Madison