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Business & Finance Industry Specific Expertise

Writing about investments and insurance

I can write on virtually any subject pertaining to personal finance, including investments, insurance, college planning, retirement, income taxes and estate planning. I have over 25 years of experience in the financial industry and earned the CFP designation in  2001. I have worked as a customer service representative, stockbroker, financial planner, insurance agent, mortgage loan originator and income tax preparer. I have also provided financial planning services for U.S. government employees in several different capacities. 

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$50/hr Ongoing

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I can write on virtually any subject pertaining to personal finance, including investments, insurance, college planning, retirement, income taxes and estate planning. I have over 25 years of experience in the financial industry and earned the CFP designation in  2001. I have worked as a customer service representative, stockbroker, financial planner, insurance agent, mortgage loan originator and income tax preparer. I have also provided financial planning services for U.S. government employees in several different capacities. 

Skills & Expertise

College Education PlanningCustomer ServiceFinancial PlanningFinancial ServicesOil & Gas IndustryTax ServicesWriting

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