MY FINANCIAL SERVICES CAREER BEGAN IN 2015
I began my career in commercial banking as an analyst for a loan production team. During that time, I helped arrange financing for business owners to both operate and access wealth inside their companies. After a few years in that role, I transitioned to the bank’s private wealth management division to work more closely with clients. What I have enjoyed most so far in my career is playing a part in helping individuals achieve success in business as well as financial independence.
MY PRIVATE VISTA
Spending time with friends and family is the biggest part of my Private Vista. I also enjoy every chance I get to spend time outdoors – whether it’s golfing in the summer, skiing in the winter, finding a quiet place to read, or taking the dog for a much-needed walk – I love being outside as much as possible.