The beginning
I've been interested in
markets since before college.
When I graduated high school, my parents gave me shares of Ford stock as a gift. Most kids got cash. I got equity. I held those shares for years.
That early fascination with how money moves led me to study economics at the University of Iowa. From there, I went straight into finance. It felt like the obvious path.
Early career
I worked the trade desk
before I ever wrote an ad.
My first job out of college was on the trade desk at RJO Futures, a futures brokerage firm out of Chicago. From there I moved to Zacks Investment Research, and eventually to Bank of America as a CDO analyst.
I understand how financial firms work from the inside. The compliance pressures, the client relationships, the way trust gets built slowly and lost quickly. That context shapes everything I do for advisors today.
2008
The financial crisis
changed my direction.
In 2008 I was laid off from Bank of America during the financial crisis. It was a hard moment, but looking back it was the best thing that could have happened to my career.
While I was building my next move, I started building content and e-commerce websites on the side. Something clicked. I became fascinated with how marketing actually works: how you reach the right person, earn their attention, and convert that into a relationship. I loved the idea of being able to grow a business and scale revenue through smart systems.
That pivot turned into a full career change. I never went back to a finance desk.
18 years of marketing
Over 1,000 articles.
Major publications. Real results.
Since making the transition, I've spent nearly two decades building marketing campaigns and content that performs. My personal finance writing has been published in Time, CBS News, MarketWatch, NASDAQ, Investopedia, GOBankingRates, and more. Over 1,000 articles in total.
Beyond writing, I've helped investment research platforms and finance companies build email automation systems that nurture leads and generate revenue. I know what it takes to move someone from a first click to a signed client in a regulated industry.
The bylines I'm most proud of? NASDAQ and MarketWatch. Both take their financial content seriously, and getting published there consistently required the same rigor I bring to every client campaign.
Today
Why wealth
advisors, specifically.
Wealth advisors do important work. They help people make financial decisions that most people genuinely don't know how to make on their own. That matters to me.
But running a practice takes everything you've got. Client reviews, portfolio management, compliance, relationships. There's no time left to think about marketing, let alone build a system for it. So most advisors rely on referrals and networking events and hope the phone keeps ringing.
I want to change that. My background sits at the exact intersection of finance and marketing that this problem requires. I understand the industry, I understand compliance, and I know how to build systems that generate leads automatically so advisors can stay focused on the work that actually matters.
This isn't a pivot into a random niche. It's the most natural thing I've ever done.