I have always wanted a career where I could genuinely help people while doing something I enjoy. Financial advising stood out to me because I’ve always been interested in investing, building wealth, and finding ways to make money work smarter. Being part of Vantagus Wealth allows me to combine those interests with the opportunity to serve others.
As I begin my career as a Financial Services Assistant, my focus is on preparing thoroughly for client meetings and supporting our advisors so every interaction is organized, efficient, and meaningful. My goal is to grow into a Lead Financial Advisor and one day sit across from clients, helping them build and implement strategies that move them toward their goals.
What stood out to me most about Vantagus Wealth was the client-first mindset. Everything we do centers around serving our clients well and putting their best interests first. I value strong communication — both speaking clearly and listening well — because I believe understanding is the foundation of trust and progress.
I’m proud of my academic accomplishments at Marian University, where I double majored in Finance and Accounting and completed the requirements to sit for the CPA exam. That foundation prepared me to think critically and approach financial decisions with discipline and detail.
I bring a hardworking mindset, honesty, and a fresh perspective to the team. Being young in this industry motivates me to learn quickly, take initiative, and grow every day. I want our clients to leave meetings feeling accomplished and confident in the direction they’re headed.
Outside of work, I’m passionate about sports, especially hockey. I played through youth, juniors, and college, and I’m a lifelong Chicago Bears, Blackhawks, and Cubs fan. I live by the quote, “You miss 100% of the shots you don’t take,” and I try to bring that same mindset to both my career and life.
*Not registered with Osaic Wealth, Inc.