About

I'm an award-winning business journalist and private wealth editorial strategist, and this boutique practice focuses on client education and strategic storytelling.

I work with wealth sector firms whose clients include mass affluent and emerging high-net-worth individuals. I also engage in strategic business finance storytelling for respected financial brands and media outlets whose target audience is growth-stage and mid-market business owners.

This is not a volume content practice. It is a narrative infrastructure strategy practice that translates complexity into trust within regulatory and reputational guardrails. When narrative decisions aren’t governed, institutions pay for it in preventable approval drag, credibility loss, and reputational exposure that quietly compounds.

My wealth and financial services experience includes Synovus Private Wealth, RBC Wealth Management, Northern Trust, Raymond James, Allianz Global Investors, Fifth Third Bank Wealth and Asset Management, and American Express Business Insights.

My work blends academic training, editorial judgment, business and finance acumen, and institutional credibility to help you create the storytelling experiences you want your readers to have. 

I earned a bachelor's degree from Wellesley College in political science, with a minor in banking economics and a master’s degree in corporate communications at Georgetown University with a focus on wealth industry digital communications. I’m completing a doctorate at USC in organizational change and leadership specializing in wealth sector change communications. 

My clients recognize me for my research depth and interview-driven rigor. I find academic-level data, translate it clearly, and build narratives that remain credible under internal scrutiny, often allowing my work to pass through the editorial and compliance process more easily. That rigor can reduce regulatory and reputational risk by tightening the gap between what an institution intends, what it claims, and what it can substantiate.

I also bring my cultural fluency with affluent audiences to my work, which helps me translate complexity into clear, usable editorial that reduces reader confusion about managing their wealth and strengthens their trust in your institution. 

Understanding what you need from me starts with a conversation by phone or email—one that can also help clarify whether I'm the right fit for your project. Contact me to explore how we might work together.