As a "semi-retired" Financial Services Professional with more than 30 years experience in the industry, I have passionately seen my primary role as educating people. Having served in various positions including banker, financial advisor and financial educator (professionally and as a volunteer) it was important to me that my clients/students not only understood "what" products and services were provided but the "why."

This is equally important to me as a tutor. My key to helping you PASS YOUR EXAM is understanding the "why". There are many proven techniques I will use based on this concept.

My qualifications include the Certified Series 7, 6, 63, and 65 and a Life, Health, Annuities and Variable Contracts Producer License from the State of Virginia. I also hold a Master of Business Administration degree with a concentration in finance.

I am knowledgeable and prepared to help you PASS YOUR EXAM!! YOU will not only understand the content for the exam, you will learn the structure and test taking skills needed to PASS YOUR EXAM.