Work Samples

Explore a selection of my most impactful projects, showcasing my expertise in content creation and strategy.

Case Studies

Work Samples

Schwab Franchise: Client-centered growth

Schwab Franchise: Client-centered growth

GHSP: Shifting the future of electric vehicles

GHSP: Shifting the future of electric vehicles

Schwab Advisor Services: Join your dream RIA firm

Schwab Advisor Services: Join your dream RIA firm

White Papers and Reports

Work Samples

Chase for Business: Business Leaders Outlook

Chase for Business: Business Leaders Outlook

Schwab Advisor Services: The RIA Roadmap

Schwab Advisor Services: The RIA Roadmap

Schwab Franchise: Finding the Right Fit

Schwab Franchise: Finding the Right Fit

Sales Collateral

Work Samples

Schwab Designated Brokerage Services: Personal trade monitoring made simple

Schwab Designated Brokerage Services: Personal trade monitoring made simple

Schwab Retirement Plan Services: Financial wellness support one-sheeter

Schwab Retirement Plan Services: Financial wellness support one-sheeter

Schwab Franchise: 10 What-if questions its time to stop asking yourself

Schwab Franchise: 10 What-if questions its time to stop asking yourself

Websites

Work Samples

Schwab Advisor Services: Economic Discovery Tool

Schwab Advisor Services: Economic Discovery Tool

Schwab Advisor Services: Cybersecurity & Fraud Protection

Schwab Advisor Services: Cybersecurity & Fraud Protection

Schwab Asset Management: Fundamental Index minisite

Schwab Asset Management: Fundamental Index minisite

Articles and Blogs

Work Samples

AAA: The Bald and the Beautiful Golden

AAA: The Bald and the Beautiful Golden

Chase for Business: 7 Tips for Managing Cash Flow

Chase for Business: 7 Tips for Managing Cash Flow

Schwab Asset Management: Washington Watch

Schwab Asset Management: Washington Watch