"***Top 1% tutor, as recognized by Wyzant CEO***

Students have told me they appreciate the way I make learning fun and effective. Lessons are focused on practical applications for immediate use, while layering in essential fundamentals for solid long-term growth. I teach both soft skills and technical skills, bridging art and science. It's a very pragmatic approach, filled with patience and good humor. Lessons are customized to your learning style, pace, and goals.

I tutor because your goals matter, your time is limited, and your potential is boundless. My professional experience includes a 20-year career leading customer loyalty and retention efforts at a Fortune 20 company. With that background, and as a business owner today, I am passionate about delighting clients and ensuring students get the most for their time and money.

------- EXPERTISE & CREDENTIALS -------

CERTIFIED FINANCIAL PLANNER EXAM (CFP)® Exam Prep

Licensing Exam Prep for Investment Adviser Reps & Agents (Series 65, Series 66, SIE, etc.)

Financial Modeling and Valuation Analyst (FMVA)®

Business Intelligence & Data Mining

Strategic Marketing & CRM

Harvard Business Analytics (HBX)

Certified Microsoft Innovative Educator (MIE)

Adobe Creative Educator (ACE), Education Trainer (AET), and Campus Leader (ACL)

Personal Knowledge Management (PKM), such as Obsidian for linked notes and recall" less...