MBA and Broker for Finance and History

Keith L.

I love to teach and it comes naturally for me. My teaching began in high school, where I was the student teacher for advanced algebra. As an MBA, I have extensive understanding of finance. Additionally, I have run my own financial planning firm, managing $21 million dollars. This experience has given the knowledge necessary to help others understand finance: personal, corporate, government, and international. In my role as a financial advisor, I acted as an educator, informing and educating my clients so that they could make sound decisions; I make complex financial concepts understandable.

This ability to teach also extends to my avocation, in which I have taught meditation since I was 21. As a meditation instructor, I have led classes as large as 30 in meditation instruction and courses in self-development, lectured to groups of up to 300, and worked with Deepak Chopra.

As part of my liberal arts education, I have learned much about European and ancient history. I have also traveled extensively in Europe and Rome. History is understanding the story that got us here. Did you know that it was one general's corruption that caused the end of the Roman Empire; that the decision of how to elect the President of the United States was so difficult it was passed to the "Committee of Undecided Things", that it was the French who actually led the final battle of the American Revolution at Yorktown. Understanding of the past can greatly deepen your understanding of current events.

Learning can be fun. It is not the pushing of information into your brain, but the process of allowing your natural intelligence to find where it connects to the subject; together we find a way to bring the subject to life in a such a way that YOU can relate to it.