The birth of my daughter, Lexi, was the inspiration for this business.
Faced with the daunting task of choosing investments for my
daughter (from 529 accounts to Coverdell), I started thinking about
how many people did not have basic training in personal finance. I
also thought ahead to how I would teach Lexi about money and
savings. Instead of waiting until she was the proper age for me to
teach her money skills, I decided that I could help other parents teach
their children how to be "smart" with money. My wife, Lori, who is a
veterinarian is passionate about this business and its ideals and
helps me with coordinating classes and marketing.
My background includes:
- Over 13 years teaching experience
- Received Masters in Economics from NC State University
- Ph.D. Candidate in Economics at NC State University
- Taught at NC State from 1992 - 1999
- Visiting Professor at University of Richmond from 1999 - 2002
- Senior Economic Consultant at Chmura Economics &
Analytics from 2002 - 2004 - Currently Chief Financial Officer of Westwood Pharmacy.
I have consistently received strong teaching evaluations. Click here
for a sample of my student evaluations from the University of
Richmond.
NEWS!
I am studying for Level II of the Chartered Financial Analyst
Designation.
Also, I am redesigning the curriculum to allow for an overview of
personal finance for kids contained in a one session class.
