About Us
Our mission is to empower individuals and families to make informed financial decisions by providing personalized financial education, guidance, and solutions. We are committed to delivering a high level of professionalism, integrity, and ethical behavior, and to building long-lasting relationships with our clients. We strive to be the partner of choice for our clients' financial well-being, understanding their unique needs and tailoring our advice accordingly. We are dedicated to helping our clients achieve their financial goals and making a positive impact on those around us through our community involvement.
Mission
Vision
Our vision is to be the premier provider of financial literacy, education and services, known for our expertise, integrity, and commitment to our clients' financial success. We aim to empower individuals and families to take control of their financial lives and make informed decisions that align with their long-term goals. Through continuous education and innovation, we will stay at the forefront of the industry, and through our community involvement, we will make a positive impact on the lives of those around us. Our ultimate goal is to be the trusted advisor for our clients' financial well-being, now and in the future.
Values
Competency
The #1 goal is for you to know how things work so you can take advantage of opportunities without having to consult someone else.
Focus
We believe that anything is possible if you truly focus on the task ahead.
Consistency
Consistency creates comfort. When you are comfortable, you can really focus on learning something new or analyzing what you are currently doing.
Pride
Growth
Freedom
We want you to be proud of yourself, your peers and your executive team. It’s not easy being an IT member but it’s worth it.
We aim to never stop getting better and we welcome people who can align with that mindset.
Money should work for you, not the other way around. We want you to use this as a tool that fits into your life so you can live life on your terms.
Meet the Team
Diont'e Boddie
Co-Founder & Instructor
Diont’e Boddie is one of the Co-Founders and instructors of The Investors Table. He began his investing journey while he attended Florida State University and graduated with his Actuarial Science degree. He enjoys watching sports, traveling and spending time with family. Using real-world examples, Diont’e really enjoys teaching others how to understand the full dynamics of financial literacy.
850-980-5010
Maurice McDaniel
Co-Founder & Instructor
Maurice McDaniel, known by most people as "Mo", is one of the Co-Founders and instructors of The Investors Table. He attended Florida State University and began his investing journey before he graduated with his finance degree. He enjoys reading motivational books, listening to podcasts, and making financial literacy easier to understand for people. Using real-world examples, Maurice likes to shed light on how the skill of investing is easier to attain than most people think it is.
