I didn’t plan a career in financial communication. It started with a headset and a cubicle in a 401(k) call center, talking every day with people who were scared they weren’t saving enough, unsure of their options, and trying to get it right for their families.
That job taught me to listen before all else. It also taught me that money is never only about math; identity, fear, hope, and trust are subtexts, whether anyone names them or not.
The next twenty-five years kept expanding my view. I partnered with defined contribution plan sponsors and advisors on design and conversions, ran enrollment meetings in break rooms and on factory floors, handled back-office plan administration, and worked with investment managers launching sub-advised CITs.
Along the way, I built a freelance practice ghostwriting for advisors across the country. That gig became The Financial Freelancer.
I hold a BS in communication from Arizona State University and am completing an MS in Strategic and Digital Communication at Drexel University, where my research examines how communication behaviors shape trust between advisors and their clients.