"I specialize in working with students who have ADD, ADHD, test-taking anxiety, or who have had multiple unsuccessful attempts at licensing exams such as FINRA Series 65, 66, 63, 7, and the NASAA SIE (Securities Industry Essentials).

Over the past 4+ years, I’ve logged more than 4,000 hours of one-on-one tutoring and helped over 700 students from top firms including Morgan Stanley, Merrill Lynch, State Farm, and many insurance brokers and investment advisory firms.

Many of my students are under pressure to pass quickly in order to secure a promotion, career change, or new opportunity.

My approach is always tailored to the individual. I focus on two key areas: first, managing test-taking anxiety through mindset coaching; second, teaching students how to break down tricky FINRA questions and avoid common traps. It's not just about what you know—it's about how you think.

After working with hundreds of students, I’ve developed a proven strategy that includes repetition, pattern recognition, multiple prep programs (Kaplan, STC, Achievable), fill-in-the-blank definitions, flashcards, cliff notes summaries, and mock exams across platforms. We build layered confidence from all angles.

As a semi-retired financial professional, this is a labor of love. I’ve walked the path myself. That’s why I live by the phrase: “The broken help the broken.”

My signature 5-week Bootcamp blends content review, test strategy, and emotional support to help students reach breakthrough moments.

Many of my students came in overwhelmed or ready to give up. Hearing them say things like, “You believed in me when I didn’t believe in myself,” means everything. Helping someone go from self-doubt to “I DID IT” is my way of paying it forward." less...