Bachelor’s Degree in Consumer Economics, Minor in International Studies (European Union Specialization), University of Illinois Urbana-Champaign
Master of Science in Finance, University of Notre Dame, Mendoza College of Business
Volunteer and Scholarship Judge, Economic Awareness Council
Volunteer, Union League Boys & Girls Clubs
Member, Union League Club of Chicago
Member, Notre Dame Club of Chicago
Member, Chicago Illini Club
Member, DuPage Estate Planning Council
Member, The Chicago Council on Global Affairs
Career Mentor, Certified Financial Planner Board
MY FINANCIAL SERVICES CAREER BEGAN IN 2010
My career began at The Advisors Group of Chicago in 2010 as a Financial Planning and Investment Analyst. Over the seven years working there, I learned the careful practice of financial planning and also specialized in investment analysis. Eventually I moved up to serve as an advisor and then joined Private Vista in 2017. As an advisor, I work to develop a trusting partnership with clients by learning about their lives and their personal and professional goals. I try to empathize with their struggles and live vicariously through their successes. Through careful research, I hope to create and implement a sustainable financial and life plan. My fulfillment comes in seeing individuals and families I work with realize their goals.
MY PRIVATE VISTA
My Private Vista includes spending time laughing with friends and family. Strong friendships make up the foundation for my life. I also envision an active, outdoors lifestyle where I find peace and gather strength for life’s challenges. Whether it is a strenuous day hike, a long kayak paddle, wading in a river with my fishing pole, or a powder day on my skis – I love my time in the great outdoors. I also hope to continue to enjoy warm afternoons on the golf course, good books on history or finance, mornings at the gym, traveling to new places and bottles of great wine with excellent company.