About Me



  • Financial writer and editor
  • Real estate and stock market investor
  • Securities Arbitrator


  • Certified Financial Planner®/Certified Divorce Financial Analyst®
  • Designed and presented seminars on retirement planning, estate planning, tax planning, pre-divorce financial planning for women, and planned giving
  • Wrote comprehensive financial plans
  • Portfolio evaluations


  • Bachelor of Business Administration (summa cum laude), Northwood University, West Palm Beach, FL
  • College for Financial Planning, Denver, CO

Additional Training

  • Employment Arbitration – NASD
  • Securities Arbitration – NASD, NYSE, and American Arbitration Association
  • Estate planning
  • Income tax preparation
  • Pre-divorce financial planning
  • Asset allocation
  • Charitable giving
  • Employee benefit programs
  • Expert witness testimony

Previous Licensing

  • NASD Series 7 and 63
  • Life, health, and annuity licenses for FL, CO, OH
  • International Board of Standards and Practices for Certified
  • Financial Planners (CFP®)
  • Certified Divorce Financial Analyst (CDFA)

Editing and Writing Clients Include:

  • Financial Planners
  • Financial Marketing Firms
  • Trust Companies
  • Accounting Firms
  • Newsletter Publishers
  • Online Educational Companies