For more than 25 years, I have helped financial publishers, RIAs, wealth managers, retirement firms, fintech companies, and investment services create content that educates audiences, builds authority, supports marketing initiatives, and drives business growth.
I create content that builds trust, establishes thought leadership, and helps audiences understand complex financial topics.
My background combines financial subject-matter expertise, publishing leadership, content strategy, and marketing experience. I am a former Editor-in-Chief of two nationally distributed financial trade publications serving financial advisors and registered investment advisors, former Group Editorial Director for a network of award-winning financial publications and investment newsletters, former Senior Economic Writer, and former institutional trader serving institutional and qualified-plan accounts ranging from hundreds of millions to more than $1 billion in assets.
My experience spans both the editorial and marketing sides of financial communications, allowing me to create content that not only informs audiences but also supports broader business and marketing objectives.
Over the years, I have created content supporting investor education, retirement planning, Social Security awareness, retirement income planning, wealth management, personal finance, estate planning, investing, financial technology, market commentary, technical and fundamental analysis, and related financial topics. My work has appeared through organizations including Investopedia, Forbes, Yahoo Finance, Zacks Investment Research, About (About dot com owned by IAC), financial publishers, advisory firms, retirement-focused organizations, and other financial-services companies. I have also been interviewed by national financial media outlets and business radio programs regarding investing, market analysis, and trading-related topics.
In addition to creating content assets, I frequently assist organizations with broader content and marketing initiatives, including content strategy development, editorial planning, editorial calendar management, content audits, earned-media support, messaging refinement, and the management of remote writers and content contributors.
Services include:
CONTENT CREATION
- Blog articles and educational content
- Thought-leadership articles
- White papers and special reports
- Case studies and client success stories
- Website and landing page copy
- Video scripts
- Email campaigns and nurture content
CONTENT STRATEGY & EDITORIAL SUPPORT
- • Content strategy development
- Editorial planning
- Editorial calendar development and management
- Content audits
- Messaging refinement
- Audience and content-gap analysis
- Management of remote writers and content contributors
THOUGHT LEADERSHIP & MARKETING SUPPORT
- Executive ghostwriting
- Thought-leadership development
- Earned-media support
- Content marketing support
- Campaign messaging support
- Lead-nurture content
My approach is simple: meet audiences where they are, explain complex topics clearly, and create content that informs, engages, and resonates. Good content shouldn't talk at people. It should connect with them, help them understand complex ideas, and motivate them to take the next step.
If you're looking for a financial-services content strategist who combines industry expertise, editorial experience, and strategic thinking with high-quality execution, I'd welcome the opportunity to discuss your goals and how I can help.