MY FINANCIAL SERVICES CAREER BEGAN IN 2025
I graduated from the University of Michigan in 2018 and started my career as a strategy consultant for Fortune 500 clients at a boutique consulting firm, Treacy & Company. While in this role, I helped create long-term growth strategy plans, pored through data to find pockets of growth left for companies, and created new departments for clients to continue the discipline to maintain above-market growth. After three years of consulting clients around the Midwest, I decided to switch to operations management at McMaster-Carr, where I led various departments as we navigated through COVID-19 and the ensuing supply chain crises that followed. I am excited to join the team at Private Vista and be a helpful resource for all the advisors here. Helping my work colleagues and making their lives easier is what motivates me to come to work every day.
MY PRIVATE VISTA
My Private Vista means spending a lot of time doing things that bring me joy with people who bring me joy. My family and friends are the center of my world, and a lot of my personal happiness and life satisfaction is rooted with them. I also love being active whether that means running, biking, playing tennis/pickleball, acting in a play, going to karaoke. Pretty much anything that gets my body moving and prevents me from being a couch potato. A couple bonuses to my Private Vista also occurs when Liverpool or any Detroit team wins games. I have been living in Chicago for a while now, but I can never switch allegiances like that.
COMMUNITY
Volunteer, Garfield Conservatory
Volunteer, Open Books
EDUCATION
Bachelor’s Degree in Business, University of Michigan