I’ve been marketing financial services my entire career.

Clients and employers rely on me to:

• Launch successful brands

• Develop marketing strategy and go to market plans

• Execute award-winning campaigns and programs

• Manage teams

• Coach, mentor, and counsel

• Create compelling value-add programs

• Represent them on the speaking circuit

• Write every form of content

To each engagement I bring a wealth of experience and knowledge earned through advancing the business of asset managers, registered investment advisors, and broker-dealers.

Clients engage with me in a variety of ways:

• Permanent employee

• Retainer, e.g., long-term engagements

• Hourly, e.g., manage projects

• Fee, e.g., market research, create content