About

I’m an award-winning business journalist and private wealth editorial advisor. This boutique practice supports private wealth and wealth management firms developing client-facing editorial assets for mass affluent and high-net-worth audiences.

I work with private banks, wealth management divisions, and financial firms serving mass affluent and high-net-worth clients. I also develop business-owner wealth content for respected financial brands whose audiences include growth-stage and mid-market business owners.

This is not a volume content practice. It is a private wealth editorial advisory practice that brings senior editorial judgment to client-facing assets requiring financial fluency, source synthesis, audience understanding, and review-ready execution. When editorial assets are not carefully developed, firms can lose time to preventable revisions, compliance friction, credibility gaps, and unclear client communication.

My private wealth and financial services experience includes Synovus Private Wealth, RBC Wealth Management, Northern Trust, Raymond James, Fifth Third Bank Wealth and Asset Management, and Amex Business Intel.

My work blends academic training, editorial judgment, business and finance acumen, and institutional credibility to help firms develop clear, credible editorial assets for sophisticated financial audiences.

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

My clients recognize me for research depth and interview-driven rigor. I find credible source material, translate it clearly, and develop editorial assets that can stand up to internal scrutiny, often helping work move more efficiently through editorial, brand, subject-matter, and compliance review.

That rigor helps align what the asset says, what the institution intends, and what the source material can substantiate.

I also bring cultural fluency with affluent and high-net-worth audiences to my work, which helps me develop editorial assets that are clear, nuanced, and useful without oversimplifying complex financial decisions.

Understanding what you need starts with a conversation by phone or email. Contact me to explore how we might work together.