I’m a finance professional with a strong academic and professional background in investments, valuation, and CFA exam preparation. I graduated from Brigham Young University with a 3.95 GPA in Finance and passed all three levels of the CFA Program on my first attempt. On Levels I and II, I scored above the 90th percentile, giving me deep familiarity with the exam structure, high-yield study strategies, and the most challenging concepts candidates face.
Professionally, I work in real estate...
I’m a finance professional with a strong academic and professional background in investments, valuation, and CFA exam preparation. I graduated from Brigham Young University with a 3.95 GPA in Finance and passed all three levels of the CFA Program on my first attempt. On Levels I and II, I scored above the 90th percentile, giving me deep familiarity with the exam structure, high-yield study strategies, and the most challenging concepts candidates face.
Professionally, I work in real estate private equity at a firm with over $120B in assets under management, where I apply financial analysis, valuation, modeling, and investment decision-making on a daily basis. This real-world experience allows me to connect CFA curriculum concepts to practical applications in finance and investing.
I tutor students preparing for the CFA exams through one-on-one instruction tailored to each candidate’s learning style, timeline, and target score. My approach focuses on simplifying complex topics, building long-term retention, and teaching efficient test-taking strategies rather than pure memorization. I help students strengthen weak areas, improve problem-solving speed, and develop a structured study plan that balances breadth of material with exam efficiency.
I work with both first-time candidates and retakers across Levels I, II, and III. Whether you need help understanding core concepts, working through practice problems, or building confidence before exam day, I aim to make the material approachable, practical, and manageable.
