Specializing in
  • mutual fund shareholder reports (I’ve written more than a thousand)
  • collateral (marketing with your unique voice)
  • online (more vital every day)
  • and more (ask me — I’m pretty versatile)


In business since 2001, I'm an experienced and busy financial copywriter whose clients include some of the country's largest mutual fund companies and financial institutions.

I'm also a frequent partner of marketing communications and design firms.

Here's what you can expect from me: Accurate, elegant financial writing coupled with a keen sense of your marketing objectives and the ability to interview your most senior executives with confidence.

Here's what else: Clean copy. A quick learning curve. Tireless preparation. The ability to work independently. And all while never missing a deadline.