Our Mission

To support financial professionals by providing customized resources for FINRA exams. With deep understanding of the learning process, we strive to deliver results-driven education, and balanced care with personalized strategies and a passion for teaching.

Meet Your Tutor

I’m a current certified tutor for Varsity Tutors and have been for many years. I was in the financial services industry for almost 20 years, including analysis, portfolio management and corporate lending as a Senior Vice President. Throughout my career I had a passion for mentorship and teaching. I began teaching and missed two on the GACE exam; working primarily with ADD, ADHD and dyslexic students.I loved the work. I began to study learning as a conceptual construct. I read several books from Harvard neuroscientists on how our brain learns best and most easily. I incorporate these skills to my teaching program and student analysis. I've developed a 360 degree program for all FINRA exams, customizing each students lesson plans according their own individual needs; from the series 3 through the series 86. Last month I had four series 79 students pass. Each morning I read over 10 industry news forums and prepare exam materials in accordance. This approach has earned me over 470 5 star reviews. I will know 7-10 days before you sit that you will pass your exam confidently. Former students call me with their new life successes.

A warm, inviting workspace with a laptop, study materials, and a cup of coffee.
A warm, inviting workspace with a laptop, study materials, and a cup of coffee.

My Experience

Nearly 20 years in finance, now focused on mentoring and teaching with passion.

After over 470 students, here are my statistics:
SIE 99.86% pass rate
3 100% pass rate
6 100 % pass rate
7 99.99% pass rate
9 100% pass rate
10 100% pass rate
24 100% pass rate
28 100% pass rate
63 100% pass rate
65 100% pass rate
66 100% pass rate
79 100% pass rate
86 100% pass rate

How I Help

Custom tutoring tailored to your FINRA exam needs, focusing on your learning style.

Personalized

Sessions designed around your strengths, including support for ADD, ADHD, and dyslexia.

A focused tutor working one-on-one with a student over a laptop.
A focused tutor working one-on-one with a student over a laptop.
Experienced

Nearly 20 years in finance and certified tutoring to guide you confidently through exams.

Materials crafted from deep understanding of how the brain learns best.

Supportive
Books on neuroscience and learning spread out on a desk beside tutoring notes.
Books on neuroscience and learning spread out on a desk beside tutoring notes.
A calm, inviting study space with soft lighting and organized materials.
A calm, inviting study space with soft lighting and organized materials.

Her tailored sessions helped me finally pass my FINRA exam after struggling for months.

J.T.

A smiling professional woman sitting at a desk with study materials and a laptop.
A smiling professional woman sitting at a desk with study materials and a laptop.

★★★★★