"With over 20 years of experience as a financial advisor and banker, I specialize in translating complex financial concepts into clear, actionable learning for students of all levels. I hold an MBA in Finance from Rollins College and a BA in Business Administration/Finance from Furman University. I'm a Certified Financial Planner® with licenses in Series 65, Insurance 215, and Real Estate, which enrich both my subject matter expertise and teaching versatility.

My tutoring spans high school, college, and adult learners—from guiding students through AP-level economics to helping professionals understand portfolio design, technical analysis, and investment strategies. I draw from real-world experience managing portfolios for high-net-worth clients, conducting market research, and implementing strategies like mean-variance optimization, options-based hedging, and cash flow forecasting.

My teaching method combines Socratic questioning with tailored visual aids, financial modeling, and scenario analysis. I adapt to the student’s learning style—whether they prefer charts, dialogue, or hands-on problem-solving. I simplify jargon without diluting complexity, helping students build confidence through mastery. I'm passionate about empowering learners to see finance not just as numbers, but as a toolkit for building their future.

Let’s turn curiosity into capability, and complexity into clarity!" less...