Portfolio of work
This is a sample of my favorite projects and custom content for clients.
Featured projects
Women were built for private market investing.
This was a newsletter that challenged conventional wisdom, celebrated female investors, and sparked conversation across 225,000 inboxes.
225K newsletter subscribers
~60% average open rate
7 months of ongoing collaboration with an amazing and brilliant client.
Helping financial advisors connect with the next generation of clients.
I created a digital-first how-to guide that modernized the way advisors approach Gen X and millennial clients. Why was this so important to produce?
85% of millennials (w/ Gen Z) actively seeking financial coaching.
Gen Xers are nearing retirement but feel unprepared
Advisors need to be ready for a new generation that has unique retirement goals.
A more complete view of recent work is available if reading a deck is more your style.