About Lee

For more than 25 years, I’ve written for some of the nation’s leading investment firms. My specialties are mutual fund shareholder reports, investment commentaries, financial advisor communications, and other marketing content.

Here are 7 reasons my clients work with me, again and again:

  1. I'm knowledgeable: Since the early 2000s, I’ve written exclusively for the financial industry. In that time, I’ve picked up a thing or two.

  2. I'm a skilled interviewer: Not everyone is comfortable interviewing senior financial executives or multibillion-dollar asset managers. When they work with a writer, they expect someone who understands their language. That’s where I excel. I’m always prepared and efficient in getting the information I need in the time they can spare.

  3. I learn fast. As much as I know about financial markets, sometimes I’m asked to write about something new. No problem! I'm naturally curious, know my way around the internet, and don't mind follow-up questions.

  4. I work independently. My role is to make your life easier. You don’t have time to walk me through projects step by step. I'm comfortable reading between the lines and filling in the gaps.

  5. I'm cost effective. Quality isn't cheap. But neither is paying to re-do a job. My clients keep coming back to me because they know my track record of hitting the mark.

  6. I'm adaptable. Projects evolve. Deadlines change. I get it. Just tell me what you need, and I'll make it happen.

  7. I meet deadlines. Great work isn’t great if it’s not on time. Mine is.

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