Showcase

Strategic Writing Samples

I am proud to have worked with many of the leading global and US investment firms and showcase a diverse range of writing samples, highlighting my adaptability and commitment to excellence. My goal is to create strong, competitive positioning, compelling proof statements for the investment decision-making process and explore and differentiate the style compared to other similar approaches. These samples are focused on work I have completed over time and were selected from work I completed 15+ years ago, to assure that any confidentiality concerns are avoided.

I offer a range of customized financial writing services tailored to meet your individual needs. My approach is focused on understanding and tailoring my work to outperform your objectives and expectations. Please take some time to explore my showcase range of projects, each with a dedicated background discussion page.

If you have questions or would like to see more recent work, please call me at +1 404-433-7741.

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Discover writing samples that demonstrate my commitment to clarity and credibility. Check out projects like the Northern Trust brochure and the William Blair piece. Contact us to discuss how our financial writing can meet your needs!

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Read Index Fund Messaging Sample
Designed to communicate with clarity across a broad investor spectrum—from newcomers to seasoned professionals—this brochure simplifies the mechanics of index fund management while subtly showcasing Northern Trust’s strategic approach. The language is intentionally accessible, avoiding jargon to enhance reader engagement, while the positioning underscores NT's unique methodology and competitive strengths in passive investing. This piece reflects how I use tailored narrative strategy to support brand differentiation and market reach.

Mutual Fund Profile