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United States
Hi there! I'm a professional writer with years of experience in the financial and insurance worlds. My clients range from large companies, broker-dealers, and financial firms to independent advisors and IMOs.
After a decades-long career in financial services marketing and communications, I shifted my focus to writing. Specifically, creating compelling and actionable marketing that speaks directly to your audience about the solutions you provide and the value you deliver.
The demand for good content continues to grow rapidly, and many firms are challenged to keep up. As an experienced writer and content strategist who understands your industry, I can hit the ground running! Consider me a go-to for your firm's content marketing needs.
It’s easy to feel overwhelmed by terms like “trade wars” and “tariff hikes,” but understanding what they mean can help clients feel more confident about their financial future. I break it down in this blog post.
Refreshed and simplified this landing page for Visio Wealth Partners, an IMO that supports independent financial professionals.
This article examines the value of human interaction in financial services, and suggests some best practices for firms seeking a balance in today's ever-expanding digital world.
Consumers often don't know how to distinguish between advisor certifications or why they should care. This blog post explores the value of working with a CFP.
Gen Xers face unique challenges when it comes to saving for retirement. This blog post addresses several strategies to help them prepare for future costs.
Purchasing a product differs from having a plan, but the differences can be confusing. This blog post outlines the critical distinction between the two.
This blog post explores effective ways for small business owners to block cybercriminals, safeguard bank accounts, and protect their employees and their businesses from fraud.
When should you pay with cash or debit cards vs. credit cards? This blog post explores the pros and cons of both.
Landing page created to support Concourse Financial Group's LTC campaign, designed to attract financial professionals interested in long-term care insurance solutions and support options.
Developed a series of LinkedIn posts for CFG to promote to financial advisors during Life Insurance Awareness Month.
Article that outlays common mistakes that are easy to make when planning for the financial future of loved ones with special needs.
The partners of a small IMO requested a versatile piece they could share easily with prospects to help promote their value prop and introduce their services.
This series of emails targeted CPA firms and generated awareness about the business-building Professional Alliance Advantage program. It went out on the heels of a full-scale program refresh.
Created this ad underscoring the need for business owners to understand the true value of their business, while also highlighting Penn Mutual's partnership with Biz Equity.
My son took off on a spontaneous road trip during the pandemic. Inspired by his free spirit, I wrote this article reflecting on his adventures and what his experiences have taught me about life.
I especially enjoyed writing and coordinating the production of this quarterly newsletter designed to educate women on financial planning. Always in high demand, advisors found this piece useful for starting conversations with prospects.
COVID forced many advisors to pivot to virtual selling. This flyer highlights the program created to support their efforts.
Here's a piece created to educate clients on Penn Mutual's award-winning digital application process (ACE).