MY FINANCIAL SERVICES CAREER BEGAN IN 2018
Fascinated by macroeconomic trends and global affairs, I decided to enter a field where translating complicated concepts to clients would be critical to my success. I began my career in the wealth management department of a financial services firm in suburban Chicago. In that role, I learned the importance of delivering high-quality service to clients and laying the foundation for long-lasting, trusting relationships. I love meeting interesting, successful people and understanding what makes them tick. My goal is to become a trusted advisor for all our clients by adding as much value as possible and guiding them toward their own Private Vista.
MY PRIVATE VISTA
Beyond the rewarding work of helping clients achieve their financial goals, My Private Vista revolves around friends, family, and my two dogs. Curiosity drives my desire to travel far and wide, sample local cuisines and read thought-provoking books along the way. My competitive spirit comes out when rooting for all Wisconsin sports, achieving personal records on my Peloton (rarely) and taking adult softball leagues way too seriously. Staying active, social, and trying new things are My Private Vista.
EDUCATION
Bachelor's Degree in Economics and International Studies, UW-Madison