Educated and experienced Certified Financial Planner looking to do your Excel projects
Graduated from Villanova University with a B.A. in Economics.
I have earned the following credentials & licenses:
CERTIFIED FINANCIAL PLANNER™
Series 65 Investment Advisor Representative
Authorized Property, Casualty, Accident & Health, and Life Insurance Producer
Associate in Reinsurance
I pride myself on my integrity and completing your project to the highest of standards.
Work Terms
I am happy to communicate via telephone, email, or messaging service of your choice.