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Transforming financial narratives through research, systems insight, and strategic authorship.
I’ve spent my career examining how financial narratives shape both individual outcomes and institutional power.
What began in 1997 as financial journalism—crafting evidence-based, reader-centered stories for major media outlets—has grown into an expansive body of work spanning wealth literacy writing, institutional narrative analysis, and changemaker profiles that center voices often sidelined in mainstream discourse.
As an award-winning business journalist and doctoral researcher in organizational change and leadership, I bring both depth of inquiry and clarity of expression to every piece I write. My focus is on revealing the deeper narratives that govern access, equity, and wealth-building—especially in volatile economies and complex financial systems.
For financial institutions, platforms, and publications committed to advancing financial understanding, I author high-integrity content that speaks directly to mass affluent, emerging high-net-worth, and small business audiences pursuing sustainable growth and financial health.
For inclusive finance leaders, I apply research-informed narrative analysis to examine whether institutional stories align with stated equity commitments. Through this work, I surface patterns traditional communications often overlooks, helping organizations confront the gap between intention and impact in their public narratives.
And always, as a writer dedicated to narrative preservation, I spotlight changemakers whose stories risk suppression in today’s cultural environment. These profiles celebrate unrecognized brilliance and document transformative efforts in real time.
My writing is designed for thoughtful readers and institutional decision-makers alike—those who understand that narrative isn’t decoration; it’s infrastructure.
I work with clients globally who seek to engage U.S. audiences with intellectual rigor and authentic voice. My recent work includes partnerships with esteemed financial services institutions in Canada and ongoing narrative development across sectors invested in equitable economic futures.
Explore my three divisions below, and connect with me to discuss how we can engage thoughtfully through the written word.
Transform Your Inclusive Finance Narratives for Equitable Outcomes
The UpThink Narrative Initiative specializes in narrative intelligence for inclusive finance institutions. UpThink examines how institutional stories structure equity, legitimacy, and power within financial systems.
The 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, UpThink helps organizations create more equitable outcomes—moving beyond communications to fundamentally realign how financial institutions build credibility and distribute resources.
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 enhance the thought leadership of these powerful figures around societal issues. These are stories your readers want to hear.