About The Investors Table

We make financial information easier to understand and easier to use.

The Investors Table is a financial literacy education company that partners with organizations to deliver beginner-friendly, practical, and interactive group learning experiences.

Our mission

Transforming lives through financial literacy.

We help people build the knowledge and confidence to make informed financial decisions.

Our story

The business evolved because the need became clearer.

The Investors Table began with stock and options education, but our work with schools, colleges, TRIO programs, nonprofits, and youth organizations revealed a broader opportunity: organizations needed engaging financial literacy experiences built for groups.

Today, workshops are the center of the business. We design live instruction around the financial decisions participants are actually facing, from college costs and credit to budgeting, investing, the economy, and long-term wealth-building.

Our standard is simple: explain the concept clearly, make the audience participate, and leave them with something practical they can use.

Why “The Table”

A place where people can ask questions, compare choices, and build together.

Meet the founders

Professional backgrounds. Relatable instruction. A shared commitment to access.

Diont'e Boddie

Co-Founder + Instructor

Diont’e Boddie

Diont’e brings an actuarial science background and an analytical approach to explaining financial concepts. A Florida State University graduate and former CARE Ambassador, he uses real-world examples to help beginners understand how numbers, risk, and long-term decisions connect.

His teaching style emphasizes clarity, patience, and helping participants see the full picture before making a choice.

Maurice McDaniel

Co-Founder + Instructor

Maurice McDaniel

Maurice brings a finance and internal audit background, along with experience translating complex information into clear decisions and action steps. A Florida State University graduate, former CARE Ambassador, and Certified Internal Auditor, he focuses on making financial literacy practical, memorable, and immediately useful.

His teaching style blends storytelling, questions, competition, and real-world math to keep participants involved.

What guides the work

Professional enough for the client. Relatable enough for the audience.

01

Competence

We prepare carefully, understand the content, and build instruction around clear learning goals.

02

Confidence

We help participants feel more capable of asking questions and making informed decisions.

03

Community

We see financial education as a tool for inclusion, opportunity, and long-term impact.

04

Practicality

We teach through choices, costs, consequences, examples, and next steps people can use.

05

Customization

We adapt the content and delivery to the audience rather than forcing every group into one program.

06

Integrity

We provide education responsibly, distinguish examples from promises, and respect the client relationship.

How we support quality

A repeatable process behind every customized workshop.

The content may change, but the preparation standard does not.

  • Audience and client needs are clarified before delivery.
  • Learning objectives guide the structure and examples.
  • Presenters are prepared with facilitation guidance and activity instructions.
  • Materials are reviewed for clarity, pacing, accessibility, and practical value.
  • Feedback and observations can inform future sessions.

Consult

Understand the client, audience, goals, constraints, and success criteria.

Build

Develop the content, activities, tools, and measurement approach.

Prepare

Equip the presenter with a clear run of show and facilitation plan.

Deliver

Teach, engage, adjust, reinforce, and close with practical next steps.

Sit at the table

Let’s build a financial literacy experience that fits your audience.