Indiana University – Bloomington, Bachelor’s Degree in Public Financial Management
President, LeTip International (Chicago Chapter)
Certified Volunteer Instructor, Operation Hope
Career Mentor, Certified Financial Planner Board
MY PROFESSIONAL CAREER BEGAN IN 2016
I started my financial services career on the east coast at one of the largest asset management firms, which provided terrific training for me to later come home to Chicago as an advisor at a wealth management company. I focused on investment management, financial planning and qualified plan consulting, and I created an educational curriculum for our institutional and individual clients. I developed trusted relationships with my clients and realized my passion for communicating with people and helping them achieve their life goals. I love that I can work every day at Private Vista with 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 on my bucket list, but my Private Vista currently revolves around my home in Chicago. I enjoy trying new places around the city with my girlfriend and our pup, golfing in all the great surrounding courses, and playing weeknight intramural softball right on the lake. I’m an avid sports fan who is obsessed with Duke basketball (my parents’ alma mater).