What I Do

I have a wide range of financial planning, investment, and insurance experience and can take complex topics and present them in basic easy to understand terms.

I work with financial institutions, financial advisors, insurance agents, newsletter publishers, and financial marketing firms.

Potential projects include:

  • Social media marketing
  • Press releases
  • Newsletters for clients, prospects, and employees

  • Bonus reports

  • White papers

  • Web site content development

  • Case studies

  • Seminar design

  • Online course development and instruction