Fun Facts

I love engaging in new exciting experience and checking things off of my bucket list. One of the most exciting memories I have is partaking in the worlds' biggest food fight in Spain called La Tomatina.

About Me

I am in the financial industry and have had many roles in the industry. I am just as much a student as I am a tutor, as I believe in constantly striving to perfect your craft. Currently, I am studying for the Certified Financial Planner designation and hope to eventually have my own Registered Investment Advisory firm.

Experience

I've been in the financial and business world for a decade now and have had many experiences. In college my love for finances grew exponentially, leading to a career that initially started in banking. This has led me to hold five active licenses and designations that include the SIE, Series 63, Series 65, Series 7, Life Insurance, and Chartered Retirement Planning Counselor designation. In 2017 I helped start, and co-owned a business, and grew it from 2 people to nearly a dozen on payroll.

Approach

When I was younger, I was fearful of asking questions in class. I was initially homeschooled, and when I began going to a private school, I feared that I was behind everyone else and would be made fun of if I asked a certain question. My goal is to take an approach where students feel comfortable asking any question. We are all constantly learning in life and some things come easier to others. However, just because some concepts are harder, it doesn't mean it can't be mastered!