Nice to meet you!

I have been a lead financial advisor at a private wealth management firm for the past 5 years. I am Series 65, 66, and 63 certified. I recently received my MBA, and will be sitting for a CFP this November.

I gained my Series 65 a year and a half ago - first try - Have worked with more than 50 students since Oct. 2, 2022 tutoring - I have full content and q-banks. Since then I've had a 95% pass rate. I have a proven method - and the most up to date material.

As important as having the correct content, test taking skills, and study schedule - I understand how important it is, we know how you learn.

Materials I have will support whatever learning style is best for you We all learn in different ways and I am here to facilitate.

I have a lot of experience and success working with those who have learning blocks, extreme test anxiety, and trouble with focus.

Very excited to work with you!