Grow Financial Literacy & Planning Clinic
Meet the Team
USF Faculty & Staff

Xu Xu, CFA®, CFP®
Program Director

Kassandra Patatanes
Assistant Program Director

Tim Greer
Director, Personal Financial Planning Program
Student Financial Coaches

Neil Foley
Neil is a sophomore dual majoring in Personal Financial Planning and Accountancy and
Analytics. He is originally from Spring Hill, FL, where he played on his high school
varsity golf team, a hobby he still enjoys today. Neil's passion for personal finance
started at a young age when his grandfather introduced him to the stock market, and
he continues to grow in this space through earning accreditations like the CFEI®,
Bloomberg Market Concepts, and Bloomberg Finance Fundamentals.

Alex Healy
Alex is a Junior studying Personal Financial Planning. Alex serves as the President
of Mu Nu Upsilon, USF’s professional fraternity for students interested in financial
planning and financial services. Alex also has experience leading financial planning
teams as the Director of Financial Planning for the Investment Club at USF, helping
guide members through real-world case studies and mock client presentations. His professional
experience includes two internships in the wealth management industry. Alex has supported
both the sales support and wealth management teams at J.W. Cole, and most recently
has interned with Blue Trust where he will be returning this summer for his third
internship. Alex is an aspiring wealth advisor and is excited to keep building on
these experiences as he works toward a future in private wealth management.

Samantha Mutter
Sammy Mutter is a fourth-year Personal Financial Planning major and Student Financial Coach in the Grow Financial Literacy & Planning Clinic. As President of FBLA and a youth girls flag football coach, she’s passionate about leadership, mentorship, and empowering others through financial education.