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PREPPY PREP
INVESTMENT EDUCATION
OUR STORY.
A MISSION BUILT FROM EXPERIENCE
Preppy Prep was founded to give people the investing education they were always expected to have—but were rarely given the opportunity to learn.
THE JOURNEY BEHIND PREPPY PREP
A QUESTION THAT KEPT COMING UP
Again and again, clients would ask me the same question: "How can we help educate our kids and grandkids about investing?" The y wanted the next generation to avoid costly mistakes and feel confident making decisions.
I've always believed that financial literacy is life literacy. My passion for investing and wealth management, combined with a deep commitment to teaching, inspired me to create something different -- something focused on education , not products.
Our goal is simple: empower the next generation and all generations with knowledge, confidence, and decision-making skills they need to build stronger financial futures.
A LEGAY FOR THE FUTURE
FOUNDER'S STORY
A SOLUTION BUILT ON CLARITY
With nearly two decades as a Comprehensive Wealth Manager, I've had the privilege of helping individuals and families build, protect, and grow their wealth.
Throughout my career, I've seen firsthand how knowledgechanges everything.
I created Preppy Prep to provide the clear, practical investing education so many people never received. My mission is simple: make investing understandable, approachable, and empowering.
WHAT WE DO
We deliver engaging, unbiased investing education through live online and in-person programs for:
INDIVIDUALS
BUSINESSES
CHURCHES
FAMILIES
SCHOOLS
A PASSION FOR EDUCATION
Build confidence and make informed fiinancial decisions
Create a legacy of financial knowledge for generations .
Empower employees with practical financial education
Prepare students with the real-world skills they were never taught.
Strengthen communities through financial understanding
Provide accessible education that creates lasting impact.
COMMUNITIES
Preppy Prep was created to break down the world of investing into plain English. No jargon. No sales pitches. Just practical real world education in a judgement-free environment.
Founder
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