Work

J.P. Morgan | 7 Steps to Start Investing

J.P. Morgan | 7 Steps to Start Investing
T. Rowe Price | Managed Lifetime Income

T. Rowe Price | Managed Lifetime Income
Chase | Beginner Investor Experience

Chase | Beginner Investor Experience
Qapital | Goals-Based Saving & AI-Driven Advice

Qapital | Goals-Based Saving & AI-Driven Advice

Print & AI touchpoints

  • Evergreen Wealth | Tax book

    Co-authored and edited The Investment Tax Guide, a 296-page resource for high-net-worth investors, repurposed on Evergreen Wealth’s site to boost credibility and SEO. View on Amazon →

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  • Wali AI | AI Assistant

    Transformed complex AI concepts into clear content for landing pages, press, and LinkedIn. Led content for a partnership launch, boosting visibility through web and social channels.

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