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
Michaela Avraham
Book a 1-on-1 financial literacy session with Michaela!
Michaela Avraham is a student at the University of South Florida pursuing a dual major
in Finance and Personal Financial Planning. Originally from Bulgaria, Michaela developed
an early interest in financial education after seeing firsthand how limited access
to financial knowledge can impact individuals and families. Michaela serves as Head
of Recruitment for Mu Nu Upsilon, USF’s professional fraternity for students interested
in financial planning and financial services. Her professional experience includes
an internship with Cyndeo Wealth Partners, where she is gaining hands-on experience
in the wealth management industry. Michaela aspires to become a financial advisor
and is passionate about using her knowledge and experience to educate others and help
individuals make informed decisions about their financial futures.
Gianfranco Esposito
Book a 1-on-1 financial literacy session with Gianfranco!
Gianfranco is a Master of Science in Fintech student at the University of South Florida.
He founded the Alpha Chapter of Mu Nu Upsilon at USF, where he served as President
and now mentors the next generation of financial planning students. His professional
experience includes full-time roles at J.W. Cole Financial and Morgan Stanley, internships
with Raymond James and J.W. Cole Financial, and serving as a Graduate Assistant for
USF’s Personal Financial Planning Program. Gianfranco holds the ChFC®, RICP®, CSP®, and CFEI® designations and is currently working toward the CFP® certification. He is passionate about financial planning, advocacy, and financial
literacy and hopes to use his experience and education to help others make informed
financial decisions while continuing to build a career in wealth management.
Neil Foley
Book a 1-on-1 financial literacy session with Neil!
Neil is a Junior dual majoring in Personal Financial Planning and Accountancy and
Analytics. His 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
passing the FINRA Securities Industry Essentials Exam and working towards obtaining
his Certified Financial Planner® designation after graduation. Outside of finance, Neil enjoys golf, travel, and cooking.
Alex Healy
Book a 1-on-1 financial literacy session with Alex!
Alex is a Senior studying Personal Financial Planning. Alex serves as the Chair of
Mu Nu Upsilon, USF’s professional fraternity for students interested in financial
planning and financial services. Alex also serves as the National Director of Growth
for the organization. Additionally, Alex 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 three internships in the wealth management industry. Alex has
supported both the sales support and wealth management teams at J.W. Cole, and has
interned the past two summers at Blue Trust in their Private Wealth and Family Office
Divisions. Alex is passionate about helping students learn more about their personal
finances and delivering financial literacy to all ages.
Samantha Mutter
Book a 1-on-1 financial literacy session with Samantha!
Sammy Mutter is a graduate of the University of South Florida’s Personal Financial
Planning program and a current MBA student preparing for the CFP® exam. During her undergraduate career, she founded USF’s Future Business Leaders
of America chapter, growing it from a single member into the largest collegiate FBLA
chapter in Florida. Sammy currently serves as a Graduate Assistant with the Grow Financial
Literacy & Planning Clinic, where she supports financial education and community engagement
initiatives. She is passionate about financial education, leadership, and community
impact. Her career interests include community banking and financial services, where
she hopes to combine her financial knowledge with meaningful service to individuals
and communities.