About Me

I'm an award-winning business journalist and finance strategic content consultant. I combine logic and creativity with business acumen, personal finance and SBO subject matter expertise to help financial brands develop content that reaches their core audiences. Since 1997, I've helped clients achieve their communications goals with strategic content that helps their clients feel seen.

I was raised in a family where wealth-building, business strategy, and financial acumen were an integral part of life. Growing up in a multi-generational entrepreneurial environment gave me early insight into how financial decisions shape legacies. I wasn’t just reading about wealth—I was immersed in it, gaining a deep understanding of how high-net-worth individuals think, invest, and preserve their assets.

My passion for the finance industry took root in elementary school, when I began following the finance media and developing an early fascination with banking. That interest deepened when I worked in the private wealth solutions division of a major bank early in my work life. There, I saw firsthand how private banks structure services for their affluent clients.

I also recognized the transformative power of digital content early. Seeing the internet in action during high school sparked my entrepreneurial instincts, leading me to create my first promotional web page in college and launch my communications business soon after graduation.

Today, I combine a lifetime of financial exposure with real-world experience structuring high-value transactions, including acquisitions of my renowned visual artist father to cultural institutions such as the Museum of Fine Arts, Boston, and influential private collectors. 

The trust I build in these negotiations mirrors the financial storytelling expertise I bring to private banks and wealth management firms—helping them craft content that resonates with affluent and emerging HNW audiences.

I like to say, "I speak money," because of my zeal for finance and my commitment to financial fluency in my work.

My expertise lies in producing strategic storytelling that empowers your readers to achieve their financial goals, whether they're affluent individuals looking to manage and enjoy their wealth or middle-class readers striving to improve their financial health.

I develop content solutions that provide specific answers to readers' unique financial questions, helping them build, preserve, and transfer their wealth, as well as explore ways to enjoy it through travel, lifestyle, and real estate investing. By combining my capabilities as a researcher and expert source interviewer with a focus on financial inclusion, I tell rich, data-backed stories that connect with, captivate, and convert your audiences into loyal brand users.

I'm also an expert in thought leadership strategic content that gets your senior executives and internal experts heard both on your blog or in the mainstream media.

I've written as a journalist for preeminent media brands including Family Business Magazine, Forbes, Forbes Advisor, WomansDay.com, CountryLiving.com, TODAY.com, Yahoo, Clark.com, and Black Enterprise.

I've also provided my strategic content communicator solutions, developing editorial content for exceptional wealth industry and financial services brands including Fifth Third Bank Wealth and Asset Management, RBC Wealth Management, Synovus, Raymond James, Allianz Global Investments, American Express, Diners Club International, Capital One, MetLife, Allstate, Prudential, Trusted Choice, Trulia, Homelight, and The Mortgage Reports. My work includes luxury travel and lifestyle content for CORT Furniture Rental, Hertz, Diamond Resorts, and Gayot.

Established English-speaking digital marketing firms and content marketing platforms, particularly those targeting American and Canadian audiences, have benefited from my services, too. So have fintechs that are among the top 250 globally, including Chime, STASH, LendingTree, and QuickBooks Canada.

I also provide strategic communications solutions for nonprofit organizations in certain sectors. Please view Corporate Communications and Content Strategy Projects on my Projects page to learn more about those.

Growing up with a father who was a college professor meant learning became central to my life. Whether it's formal education or upskilling, I'm always seeking new knowledge or gaining new skills.

I've earned a bachelor's from Wellesley College and a master's in corporate communications from Georgetown University. I'm pursuing my Doctor of Education (EdD) degree from the University of Southern California writing my doctoral dissertation in finance industry organizational change and leadership.

I constantly upskill by learning the latest content strategy and storytelling methods offered by scholarly researchers and other industry experts. That means you always work with a strategic content communications consultant who develops strategic content based on the best research.

My aim is to build our business relationship around trust by adding value to your wealth or finance brand that leads to increased client attraction and retention.

But I can only serve you if I completely understand what you appreciate most in a strategic content communications consultant. That starts with a conversation that brings you clarity by my learning what you need by asking solid questions. That discussion also may bring you fresh revelations in strategic content communications success.

Review my Projects page for some full strategies I've developed and executed—or helped clients to complete. Also, view my portfolio to see the journalism and strategic content communications work I've done for recognized B2C media and brands. Those pages show who's trusted me to meet their business needs.

Then, contact me for more details on how I can most benefit your external communications team.