MY FINANCIAL SERVICES CAREER BEGAN IN 2025
I began my career in financial planning in 2025, joining Private Vista as a Wealth Associate shortly after earning my undergraduate degree. With a strong foundation in finance and a passion for helping others, I’m excited to embark on this journey of learning, growth, and service within the wealth management industry. I was drawn to this profession because of the opportunity it offers to make a lasting impact. I’m especially interested in helping clients gain clarity and confidence in their financial decisions, and I look forward to growing into an advisor who can guide them through every stage of life. As I continue to learn and evolve in my role, my goal is to become a well-rounded, knowledgeable, and empathetic advisor who brings both technical knowledge and genuine care to every client interaction.
MY PRIVATE VISTA
My Private Vista is all about adventure, connection, and discovery. I find joy in traveling with my friends and family, whether it’s a weekend road trip or a journey to a new country. I’m always seeking out new experiences, trying different foods, meeting new people, and exploring unfamiliar places. I’ve always been drawn to the outdoors and enjoy staying active through activities like fishing, hiking, and camping. These experiences allow me to explore new places, stay engaged, and maintain a balanced lifestyle. Whether I’m traveling with friends and family or spending time outside, I value opportunities that keep me moving and learning. This mindset carries over into my professional life, where I approach each day with curiosity and a desire to grow. As I grow in my career and personal life, I’m committed to staying curious, embracing new challenges, and making lasting memories with the people I care about most.
EDUCATION
Bachelor’s Degree in Business, Illinois Wesleyan University