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Creating and Interpreting Reports Workshop

Jun 8th 2022 12:00 pm - 1:30 pm


Date: June 8, 12:00-1:30pm

Location:  Zoom

Registration: FREE

Presented by: Keeley Patterson-Phillips

Certified Financial Planner & Partner

Keeley has been working in the financial industry for over 30 years. In 1997, she achieved her Certified Financial Planner (CFP) certificate and worked in the Personal and Commercial Banking sector for 20 of those years. She has helped countless individuals and business owners make important financial decisions through the years, so it was a perfect match when she joined O’Farrell Financial in the spring of 2009.

As a Certified Financial Planner at O’Farrell Financial, Keeley spends her days understanding what is truly important to her clients. She then designs ways to help them attain the lifestyle they want, the protection they need, and achieve the clarity to make great decisions for their businesses¬†, for the next generation, and beyond.

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