Professional/Personal Overview
I'm a journalist, editor, and proofreader with an MBA and actual financial experience. I have solid, hands-on knowledge of markets and instruments, personal finance, business plans, insurance, and credit; experience with SEC filings (writing and "translating"); and intense financial modeling experience. I'm an excellent choice for business books, magazines, and related material, as well as scholarly journal articles, but I have other nonfiction experience too. I have experience as a managing editor. I'm reliable, professional, and focused; I meet deadlines, am a painstaking perfectionist, and am very organized.
Work Info
Expertise
Editor
10 Years
Writer
10 Years
Corporate Finance
13 Years
Specialty
Business (general)
12 Years
Finance
12 Years
Personal Finance
12 Years
Total Media Industry Experience
10 Years
Media Client List (# assignments
last 2 yrs)
McKinsey Quarterly (11+), Outside Bozeman magazine (11+), PC World (11+), Consumers Digest (11+), Advisor Today magazine (11+), AMACOM (American Management Association) (11+), Secured Lender magazine (11+), StreetAuthority.com/InvestingAnswers.com (11+), Eugene Register-Guard (6-10)
Corporate Client List (# assignments last 2 yrs)
Scholarly journal articles in finance (11+), Brookfield Properties Corporation (6-10), Crystal River Capital, Inc. (6-10)
Other Work History
SAMPLE BOOKS COPY EDITED OR PROOFREAD:
Computer Skills
Entire MSOffice suite including Word, Excel, PowerPoint and Publisher; Acrobat Pro; InDesign; Illustrator; HTML; Outlook; variety of social media, including Facebook, Twitter, and LinkedIn; random accounting software.
Technical Skills
Particularly strong with MS Word track changes and Excel. Quantitative finance expertise. Quick learner. Dangerous with HP12-C calculator.
Equipment
Dell laptop, digital cameras, HP color printer/scanner/fax/photo printer, videocamera, cell phone; I have InDesign, Photoshop, Illustrator, Acrobat Pro
Foreign Language Skills
Some Spanish.
References
Available upon request.
Associations
American Copy Editors Society (ACES)
Other
BSBA finance/marketing/economics, University of Denver Daniels College of Business
Freelancer Availability
I freelance full-time. I live near Albuquerque, NM. I am willing to travel anywhere. I have a driver's license. I have access to a car.
Work Samples
(InvestingAnswers.com/MSN Money , 5/7/2013)
Here's what you have to know before you buy yourself the gift that keeps on giving.
(Consumers Digest , 3/1/2013)
The "Your Money" section of the March-April issue of Consumers Digest. The section includes 10 articles on a variety of personal finance topics, including interviews with Mark Cuban and Today Show financial editor Jean Chatzky.
(New Mexico Business Weekly , 11/30/2012)
New Mexico often appears on national lists of "best places to retire," but for more and more workers in the Land of Enchantment, the days of heading home at 65 and playing golf all day are gone. These days, "retirement" often means moving from a full-time job to a second career.
(Consumers Digest , 11/1/2012)
The "Your Money" section of the November-December issue of Consumers Digest. The section includes 10 articles on a variety of personal finance topics, including an interview with celebrity chef Joe Bastianich.
(Advisor Today , 9/1/2012)
In our search for successful NAIFA members under 40, we discovered these four advisors whose dedication to serving their clients has enriched their personal and professional lives. This is a profile of Ronco Johnson, one of those four.
(Advisor Today , 7/1/2012)
This feature article details how successful insurance producers have been able to keep their businesses afloat in the face of tremendous uncertainty about what health-care reform will do to the industry and its customers.
(Consumers Digest , 7/1/2012)
The "Your Money" section of the July-August issue of Consumers Digest. The section includes 10 articles on a variety of personal finance topics.
(Advisor Today , 5/1/2012)
People often overlook the need for disability insurance. They think their medical coverage, their life insurance, or their savings can cover the loss of income that often comes when they have to leave work due to injury. They're dead wrong. Here's how to get clients to see the light.
(Advisor Today , 2/1/2012)
Successful prospecting still requires the same things it did during the California Gold Rush: time, effort, skill and knowing where to look.
(Advisor Today , 7/1/2011)
Profile of a Four under Forty award winner.
(Advisor Today , 5/1/2011)
The two producers profi led in this article are honing the skills required to sell in today’s difficult business climate: willingness to adapt, ability to meet their clients’ ever-changing needs, a “can-do”
attitude and a healthy dose of optimism.
(Advisor Today , 3/1/2011)
Last year, Americans spent $129 billion on individual annuities--down more than 38 percent from 2008. Yet, with a retirement boom on the horizon and millions of market-ravaged consumers seeking security, some of your clients are probably asking about annuities again. Here's what to do about that.
(The Register-Guard , 1/30/2011)
Demand for locally grown food is soaring, particularly in the Pacific Northwest, and that means economic opportunities in Lane County, according to a new study by the University of Oregon.
(Advisor Today , 10/1/2010)
The long-term-care sector of the insurance business is booming, but some producers still have a difficult time selling the product. Here's how three top producers do it.
(Advisor Today , 8/1/2010)
In time for Life Insurance Awareness Month, this article reviews how customers and producers look at life insurance these days, as well as how some producers sell the product more effectively.
(Advisor Today , 7/1/2010)
Despite the economy, employers are still trying to attract bodies and talent by offering benefits. But they're living in an uncertain world full of spiraling costs. This article profiles how four top worksite insurance producers are making benefits attractive and affordable to employers.
(Advisor Today , 5/1/2010)
Even though The Great Recession is largely behind us, pulling their clients out of the rubble remains a grueling task for most investment advisors. This article shows how advisors are doing just that.
(Investing Answers , 2/2/2010)
Drastic times call for drastic measures, especially these days. But when it comes to raiding your 401(k) in order to pay bills or buy things, it's incredibly important to understand the consequences first.
(Advisor Today magazine , 2/1/2010)
With consumers sill worried about their finances, it is not easy to get them to buy yet another insurance policy. Read this article to find out what some advisors are doing to sell lots of supplemental insurance to their prospects and clients.
(Advisor Today magazine , 12/1/2009)
The way in which health care is delivered is experiencing a major transformation. Your keys to success in whatever system is ultimately adopted? Flexibility and an unwavering commitment to customer service.
(Advisor Today , 9/1/2009)
Researchers might write enough about sales to fill
a thousand bookshelves, but their conclusions often don’t resonate with everyday advisors looking for practical ideas to boost their production
levels. So to separate the steak from the sizzle, we asked some top performers for the most effective i
(Advisor Today , 8/1/2009)
An overview of what advisors need to know before selling life settlements.
(The Register-Guard , 6/18/2009)
Profile of Jon Buerstatte, managing partner of Gleaves, Swearingen, Potter & Scott.
(The Register-Guard , 6/18/2009)
Profile of entrepreneur Dwight Collins and his historic Eugene business, Newman's Fish Company.
(The Register-Guard , 6/18/2009)
Profile of local entrepreneur Sam Recinos and his local landmark, Plaza Latina.
(Advisor Today , 4/1/2009)
As you look for ways to
improve your practice
in this era of doing more
with less, don’t overlook
the relationship
with your broker-dealer.
The products and services
your broker-dealer
offers may go a long way
in helping you enhance
your client services—and
stay ahead in today’s
challeng
(PC World , 3/15/2009)
We ran the same tax situation through five popular tax-preparation sites and got totals that varied by almost $2000.
(Time to Market magazine , 3/15/2009)
An interview with Umpqua Bank CEO Ray Davis. How Umpqua Bank used modern design to embrace one of banking's most cherished, old-fashioned strategies: The face-to-face relationship.
(PC World , 2/4/2009)
Reviews of the five major online tax-prep sites. TurboTax edges out the competition, but only by a hair. URL leads to five clips in one:
http://www.pcworld.com/reviews/product/44129/review/turbotax_premier_2009.html
http://www.pcworld.com/reviews/product/44113/review/taxact_ultimate_2009.html
(Advisor Today , 1/15/2009)
Yes, we are experiencing an economic downturn, but this has not prevented some producers from thriving. Find out what three of them are doing to successfully promote their services and reach hundreds of highly qualified prospects.
(Cottage Grove Sentinel , 11/12/2008)
A school district becomes the middleman in allowing teachers and other employees to take hardship loans against their 403(b) retirement plans. Includes updates on two area charter schools.
(PC World , 4/14/2008)
This program offers a great escape from your homemade accounting system, but the software's simplicity and limitations make it easy to outgrow.
(Outside Bozeman magazine , 3/15/2008)
Insurance can be a totally boring topic until you're looking at a thousand-dollar bill to fix the lung you punctured with your buddy's ice axe.
(PC World , 3/5/2008)
A review of H&R Block's latest online tax-prep site.
(PC World, Macworld , 2/7/2008)
A review of five prominent online tax-prep sites for 2008. TurboTax stands out with more features and the best site design, but TaxAct is the best value.
Also found at http://www.macworld.com/article/132273/2008/02/taxprep_online.html
(Advisor Today , 2/1/2008)
Premarital financial counseling is an untapped market--with prospects ready to be turned into future clients.
(Advisor Today , 12/4/2007)
You could be headed down a dead-end street with your prospect or client and not even know it's happening. The next best thing to becoming a mind-reader is to know the six things they are probably thinking, but don't know how to tell you.
(Outside Bozeman magazine/ Outside Missoula magazine , 3/15/2007)
A local spin on the corporatization and geneaology of the organic food industry.
(Kansas Woman magazine , 2/2/2007)
An analysis of how pocketbook stress affects your marriage, your parenting, and your productivity.
(Outside Bozeman , 6/15/2006)
Recycling difficulties abound in small towns, despite citizens' enthusiasm, because of some basic economic hurdles.
(Outside Bozeman , 6/15/2006)
A business bio of one of Bozeman's stalwart enterprises.
(StreetAuthority.com , 9/25/2005)
A discussion of FFO excerpted from Street Authority's Investor Update newsletter. StreetAuthority.com is a research-intensive financial publishing firm offering a variety of subscribers-only newsletters. I've written dozens of similar pieces for them. Click on section eleven or scroll down.
(Bandersnatch Research , 6/23/2005)
An overview of VC's return to the alternative energy industry. Part of a weekly overview of energy industry topics for Bandersnatch subscribers.
(Outside Bozeman , 6/15/2005)
A discussion of the the economic impact of federally protected lands on surrounding communities.
(Outside Bozeman , 9/15/2004)
Tracing the life of retired CEO Leigh Perkins.
(Outside Bozeman , 6/15/2004)
Relating our national obesity epidemic to Montana.
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June 4, 2013 | San Francisco
