I write about money (read: Life)
During my 10 years as owner of New Means Financial Planning, my aim was to be the CERTIFIED FINANCIAL PLANNER™ I always wanted to hire before becoming one, i.e. one who gives clients the straight answers they need to get their personal finances aligned with their life's goals.
I offered fee-only advice one-on-one, but I also enjoyed writing about money for a wider audience. Now I do just that for others who need help delivering financial content with style and substance to their readers.
Articles and blog posts
Website and newsletter copy
White Papers and reports
My work and ideas have been featured in books, online, and in magazines including Kiplinger Personal Finance, The Wall Street Journal, Financial Planning, Escape from Corporate America: A Practical Guide to Creating the Career of Your Dreams by Pamela Skillings, The Money Book for Freelancers, Part-Timers, and the Self-Employed by Joseph D'Agnese and Denise Kiernanand, and Just Give Me the Answer$: Expert Advisors Address Your Most Pressing Financial Questions by Sheryl Garrett, CFP®, with Marie Swift and The Garrett Planning Network, Inc. See portfolio and blog for writing samples.
Prior to New Means, I held positions in software product management, professional services, and engineering, where tech savvy, organizational skills, and the ability to communicate effectively were also critical. See resume.
CFP® Professional Education Program
College of Financial Planning, Denver, CO
Master of Business Administration
Clark University, Worcester, MA
Bachelor of Science in Electrical Engineering, magna cum laude
Tufts University, Medford, MA
WHEN I PUT DOWN THE PEN
I can be found hanging out with family, friends, cats... exploring roads and trails near and far on bike, foot, skates, skis... haunting farmer's markets and cooking without recipes... devouring library books, persimmons, gelato, caramel corn... travel hacking to fund trips to bucket list destinations (most recently: Costa Rica!)