Financial Writing and Editing

Experience You Can Count On.

Over more than 20 years, I’ve worked in the financial industry in a variety of roles including as a writer, insurance underwriter, agency marketing director, securities trader, and agency director of operations. I have written and edited books, web content, scripts, seminars and print materials for individual agents, FMOs, IMOs, financial advisors, government agencies, startups, fintech and insurtech companies and trading platforms. 


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