KURT HELMICH

MY FINANCIAL SERVICES CAREER BEGAN IN 2021

I began working as a client support representative at a large financial firm. Due to the nature of working at larger firms, I began to feel a disconnect from the company’s vast talent and decided to search for a smaller firm where I could build close relationships with my co-workers. I was lucky to find what I was looking for by joining Private Vista in 2024 and am looking forward to growing professionally, establishing connections, and setting myself up for a successful career in the world of finance!

MY PRIVATE VISTA

Being a fan of many sports teams, my Private Vista is to have enough time to watch and support all my teams with the financial ability to attend some games in person. This is easier for some of my teams, such as Butler Basketball and Michigan Football, but on my list, I also have watching a soccer game in Barcelona or a seeing a Formula 1 race. Being financially responsibly and planning for the future should allow me to see a many more games in the future!

EDUCATION

• Bachelor’s Degree in Finance and Economics, Butler University