Award-Winning Financial + Retirement Writing

Compelling content for financial and retirement plan services companies

On Time. On Budget.

I’m a seasoned financial writer, fluent in equities, fixed income, funds, annuities, commercial real estate, alternative assets, retirement plans, life insurance, and other financial industry languages. I write compliant content for print, digital, video, and social media communications.

Many of the companies I work with are leaders in their industries. Each one has a distinct approach to copy and content development. So, I work in the way that my clients ask me to work. I will:

• Provide copy for a specific project, following explicit instructions, delivering the right tone, and adhering to specific style guidelines.
• Take the lead within a defined mandate, writing weekly or quarterly commentary, ghostwriting bylined articles, developing content for product launches and marketing campaigns, and researching and writing white papers and thought-leadership articles.
• Participate in the creative process, by brainstorming timely ideas, distilling key messages, collaborating with internal design and web development teams, creating editorial and task calendars, and writing, revising, and editing content.

White papers and thought-leadership articles

I’ve researched and written white papers and thought-leadership articles on diverse topics. I recommend using this type of long-form content for shorter articles, blog posts and digital content. It’s a wise way to maximize the return on your content investment.

Digital and print marketing materials

Most of the materials I write are digital, although some still go to print. I write websites, blog posts, education programs, newsletters, marketing campaigns, books and e-books, and other types of materials. The audiences I write for include retail investors, advisors, wholesalers, retirement plan consultants, plan participants and plan sponsors.

Training programs, video scripts, and presentation decks

Understanding how adults learn helped me write more effective presentations, training programs, and workbooks.

About me

The first dozen years of my career were spent on the road, wholesaling financial products for Nuveen, Govett, and MFS.

After I had my first child, travel lost its allure. So, I joined Strong Retirement Plan Services where I became the Director of Education Communications. At Strong, I learned how adults learn and helped develop an award-winning retirement education program.

After my second child was born, time became even more precious. I did not have access to Hermione Granger’s time-turner, so I started a business of my own. Since 1999, I’ve been writing copy and content for, and offering consulting services to, diverse companies within the financial and retirement services industries.

Reading is one of my favorite pastimes, along with writing poetry, and hiking trails. I find calm in yoga, humor in fainting goat videos, and delight in my family.