I will apply my exceptional content creation and strategy skills, my years of editorial experience, and my deep knowledge of financial planning matters to my work.
Professional Summary
Award-winning editorial and content-strategy leader in financial services; engaging with senior stakeholders to shape omnichannel campaigns and product narratives that align to brand voice and business goals.
Subject-matter expertise across Model Portfolios and Vanguard Personalized Indexing, with a track record mentoring writers and elevating creative and product acumen.
5+ years managing cross-functional teams (writers, editors, designers) and collaborating with marketing, product, and design to deliver compliant, accessible content at scale.
Certified Financial Planner™ with deep background in business, economic, and historical subject matter.
Key Achievements
3× APEX Award winner (2023–2025) for publication excellence on Vanguard advice campaigns.
Recognized with the JANNAF Technical Executive Committee Special Service Award for managerial excellence.
Published author with Johns Hopkins University Press; additional pieces in leading academic and industry outlets.
Areas of Expertise
Editorial Leadership • Content Strategy • Investment Writing • UX/Marketing Copywriting • Product Messaging • Compliance & Accessibility • Cross-Functional Collaboration • Stakeholder Management • Campaign Development • Mentorship & Coaching • AEM • Figma • JIRA • Adobe CC • Microsoft 365