Fun Facts

Here's a fun fact about you:

I share my home with four fabulous feline friends, making every day an adventure filled with whiskers, purrs, and plenty of cozy cat cuddles!

About Me

I currently hold my SIE, Series 63, and Series 7. I have worked for TD Ameritrade and Schwab as well as Moomoo Finance.

Experience

With a solid background as a financial services representative and stock broker, I specialize in guiding clients through the complexities of investment strategies and financial planning. My expertise includes a wide range of financial products, from stocks and bonds to retirement planning. I’m passionate about helping individuals and businesses make informed, confident decisions to achieve their financial goals. I hold my SIE, Series 7, and Series 63.

Approach

I focus on a collaborative and positive approach that focuses on fostering a supportive learning environment with both student and tutor contributing to your success.