After years of selling, writing and marketing for financial services firms and a great nonprofit, I am now a freelance writer and editor based in Raleigh, N.C.
Reporting for a Pulitzer Prize-winning daily taught me to write with credibility on diverse topics. Editing research on stocks gave me broad knowledge of many industries. Writing 401k participant materials taught me to explain complex subjects in an easy-to-understand style.
“I do not over-intellectualize the production process. I try to keep it simple: Tell the damned story.”
- Tom Clancy
My financial services experience includes six years overseeing Retirement Plan Partcipant Communications. As VP of Institutional Trust Marketing & Communications for BB&T, I wrote investment education booklets and newletters, SPDs, brochures and more. During four years as the sole editor for the Raymond James Institutional Equity Department, I edited analysts' research for distribution to investors, summarized investment concepts for retail brokers and produced 50+ page conference books.
Financial Services Industry
College for Financial Planning, Certified Financial Planner (retired)
While working in financial services, I enjoyed volunteering my marketing skills at a YWCA with programs for the homeless, abused women and others in need. This led me to working full-time for them as Director of Marketing and Development, writing donor brochures, newsletters, solicitation letters and more. I enjoy helping non-profits find the words that tug at donors' hearts and purse strings.
Thanks to the great editorial writings of John D. Maurice, I can forever say that I was a beat reporter for a Pulitzer Prize-winning daily newspaper, The Charleston (WV) Daily Mail. Although my university studies in journalism were great, there's nothing like crushing daily deadlines to teach one to write accurately and to make one's point quickly and clearly.
Concord University: Bachelor of Science in Business/Accounting
Marshall University: Bachelor of Arts in Journalism
HIRING ME & HOW I WORK: We'll discuss your objectives and I'll give you a written quote, usually based on a per-word or per-page (250 words) basis. I'll provide a simple contract based on our agreed-upon delivery dates, scope of your project and payment. Click here to contact me and begin our discussion.