Advisor

• Feb 2019 - Present

Financial Advisor

• Feb 2018 - Jan 2019

Certified Financial Planner

• Dec 2017 - Dec 2017

Financial Planner

• Aug 2006 - Nov 2017

I was unaware of the concept of financial planning until I enrolled at Purdue University. That is when I found my passion for helping others plan their future. I have been working in the financial planning industry for over 10 years and I am a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®). My career began at Private Vista (formerly Financial Strategy Network) in 2006. While at Private Vista, our team of trusted advisors worked closely with clients to not only build their financial resources, but to align those resources with their life goals. Through their unique process, I helped define their Private Vista – a clear view of how they want to invest not just their money, but also their time and energy to achieve their definition of an enriched and fulfilling life. As an Advisor at Private Vista, I focused on client relationship management, investment implementation and financial planning implementation. I enjoyed meeting clients and learning about their families and diverse backgrounds. By bridging the gap between financial decisions and life goals, I was able to help clients achieve their private vista.