MY PROFESSIONAL CAREER BEGAN IN 2016
My late grandfather, a renowned financial planner for corporate executives, inspired my interest in the field of financial planning. My start in this career began shortly after graduating from college with an opportunity in Philadelphia with one of the largest asset management firms. The training and customer service emphasis was so strong, that when I decided to come home to Chicago, I was able to join a well-respected wealth management company as an advisor. I focused on investment management, financial planning and qualified plan consulting. Looking for further growth, I joined Private Vista, where I specialize in financial planning for individuals and families as well as qualified plan consulting for companies. I develop trusted relationships with my clients and have realized my passion for educating people and helping them achieve their life goals. I love that I work every day at Private Vista alongside colleagues who share that same enthusiasm.
MY PRIVATE VISTA
I spent the first nine years of my life in Asia, which instilled a travel bug in me. I am always eager to explore new places, but my Private Vista also includes being active through many different hobbies. Whether it be biking on the Chicago Lake path, playing golf with friends, or chasing our team’s first ever intramural softball championship, I love exerting energy outside through different sporting activities. While my current Private Vista includes enjoying the city of Chicago as much as possible (especially in the summer), I’m excited to travel throughout the world to discover as many different cultures and cuisines as possible – including, someday I hope, studying penguins in Antarctica while I cross off a visit to the seventh continent from my aspirational list.
COMMUNITY
Child Mentor, First Tee Chicago
Mentor, Certified Financial Planner Board
Certified Volunteer Instructor, Operation HOPE
EDUCATION
Bachelor’s Degree in Public Financial Management, Indiana University