The Copywriter Who Speaks Finance Fluently.

Did you know that 99% of U.S. financial advisors find marketing activities challenging, with the top obstacles being a lack of time and expertise?

How much money are you losing because you’re wasting your time trying to DIY your marketing, instead of focusing on your zone of genius?

This is exactly why I became a financial copywriter.

With a background in accounting and finance, and years of experience as a financial copywriter, I help financial professionals craft compelling copy that attracts, nurtures, and converts their dream clients.

If you're ready to turn your marketing into a tool for your firm’s growth, let’s connect. Book a free discovery call with me, where we can build a strategy to create powerful and impactful copy that boosts your bottom line and saves you time to make a greater impact.

When we partner together, here’s what you can expect:

  • More Impact: Your expertise will be showcased with compelling, results-driven messaging that sets you apart.

  • More Clients: Watch your leads warm up and convert into loyal clients through copy tailored to their needs.

  • More Time: With me handling your copy, you’ll have more time to focus on what you do best — serving your clients.

  • More Results: My degrees in Accounting and Finance ensure your messaging is not only accurate, but also strategic and impactful.

Fun Facts About Me:

  • Based in New Jersey, I’m passionate about helping financial professionals make a difference in their clients’ lives and the world around them.

  • I have Honors degrees in Accounting and Finance from Rowan University, and I used to think I was going to be a CPA one day. 

  • I started my career in investment banking, where I loved creating marketing materials to sell businesses to other businesses.

  • Currently reading “Scale or Fail” (it’s a good one!), because staying sharp matters when it comes to helping you grow.

  • I have my dog proofread all of my copy — just checking to see if you’re still reading!

To see samples of work I have created for clients, just ask!


How I help financial professionals turn expertise into client trust, growth, and lasting impact.