Hello! I'm Spencer — a CPA, CFA Charterholder, and former investment banker with over 15 years of experience in finance, accounting, and strategic advisory. I hold a Bachelor’s in Accounting, an MBA in Finance, and certifications including Series 3, 65, 66, and 67. I also hold a Prompt Engineering certification, helping students use AI tools effectively in study and career planning.
I specialize in personalized tutoring for professional certification exams (CPA, CFA, SIE, Series...
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Knowledgeable, calm, and incredibly effective
Spencer was exactly what I needed. He’s extremely knowledgeable, patient, and very good at breaking down complex topics in a clear, practical way. What stood out most was how calm and focused he kept the session — even when I was overwhelmed or stuck in my own head. He didn’t just give answers; he made sure I actually understood the material and why things work the way they do. He adjusted the pace to match where I was, explained concepts multiple ways when needed, and helped me connect the dots instead of memorizing. I left the session feeling more confident and far more prepared than when I started. If you’re looking for a tutor who knows the material cold and can explain it in a way that actually sticks, Spencer is absolutely the right choice.
Carter, 3 lessons with Spencer
Great tutor
Spencer has been super helpful to my son in Auditing. We are so grateful for his wonderful tutoring! He is always well prepared and really takes the time to understand what is being covered in class and to prepare sample questions.
Mary, 16 lessons with Spencer
Great titor
Spencer has been super helpful to my son in Auditing. We are so grateful for his wonderful tutoring! He is always well prepared and really takes the time to understand what is being covered in class and to prepare sample questions.
Mary, 16 lessons with Spencer
GREAT TEACHER!
I was very impressed by the fact that Spencer took of his time to not only go over the material that I sent him, but to make notes and come up with great questions for me. He is very knowledgeable, friendly and patient. I look forward to our next session!
Anonymous, 4 lessons with Spencer
Knowledgeable and patient tutor
You can tell he genuinely cares. Within only one session, he had a whole game plan to help me achieve my ultimate goal. He provides you with a lesson plan to do on your own. He explains, or should I say dumb things down to your understanding lol. Overall, I would recommend Spencer D
Ernestine, 1 lesson with Spencer
the best
He is the man. He teaches so well and prepares you to be successful. I will definitely use him in the future
Lawrence, 7 lessons with Spencer
the best
He is the man. He teaches so well and prepares you to be successful. I will definitely use him in the future
Lawrence, 7 lessons with Spencer
Amazing Tutor!
Spencer is an amazing tutor and I found my first session to be extremely helpful. I look forward to working with him throughout the semester. Thanks, Spencer, for all your help!
Sean, 3 lessons with Spencer
Great tutor!
I had a great experience with Spencer! He understood how to teach in a way that worked best for me. He broke down the material into simple, easy-to-understand steps, which was incredibly helpful, especially since I have dyslexia. His positive energy and genuine enthusiasm for teaching made learning so much more enjoyable. I highly recommend Spencer to anyone looking for a patient, encouraging, and skilled tutor!
Kendall, 2 lessons with Spencer
National Real Estate Exam
Great first session! Spencer is very prepared and structured. He is tailoring the sessions to my weaknesses. Looking forward to our upcoming sessions.
William, 14 lessons with Spencer