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Transforming financial narratives through scholarly research, systems insight, and strategic storytelling.
For over 25 years, I’ve explored how financial narratives shape individual outcomes and institutional power. My work—rooted in financial journalism and deepened through doctoral research—now spans wealth literacy, narrative analysis, and changemaker storytelling. I write for thoughtful readers and decision-makers who recognize that narrative is not just messaging, but infrastructure. My recent work includes collaborations with financial institutions and media outlets nationwide advancing equitable economic futures.
Explore my three divisions below, and connect with me to discuss how we can engage thoughtfully through the exclusive stories and written scholarship.
Transform Your Finance Narratives for Equitable Outcomes
The UpThink Narrative Initiative specializes in narrative intelligence for finance institutions. It examines how institutional stories structure equity, legitimacy, and power within financial systems.
The UpThink Narrative Initiative conducts deep narrative analysis to reveal the hidden frameworks that determine whose voices count, which solutions gain traction, and how success is defined. Through institutional storytelling assessment and adaptive narrative reconstruction, The UpThink Narrative Initiative helps organizations create more equitable outcomes—moving beyond communications to fundamentally realign how financial institutions distribute opportunities equitably and reduce wealth gaps.
Advanced Wealth Education for Your Multigenerational Consumer Audiences
The Financial Content Architect offers external communications support to exceptional B2B and B2C middle market and enterprise finance industry firms that target mass affluent, and high-net-worth clients. Get strategic storytelling content solutions that emphasize the advanced wealth literacy to help your audiences confidently develop, grow, manage, enjoy, and transfer their wealth.
Compelling Stories About Uncelebrated People Achieving Social Impact by Changing Communities and Culture
Changemaker Narratives offers inspiring profiles of thought leaders, change makers, and narrative shifters in professional life. These are stories of under-recognized people that move readers—stories of resilience, innovation, and the relentless pursuit of change. They’re also written to amplify the voices of these powerful figures around societal issues. These are stories your readers want to read.