I help growth-ready advisors turn more prospects into delighted clients with irresistible sales and marketing.

I’m obsessed with getting inside buying decisions and as close to client conversion as possible. (But not in a creepy way.)

I've interviewed 300+ investors with $750k+ and analyzed over 7M+ marketing data points to learn what makes perfect clients say ‘yes.’

I'm a digital marketing OG and award-winning copywriter with over 16 years of marketing experience. Before I became a marketer, I was a financial advisor at Edward Jones and a compliance principal. (I’m much better at marketing.)

As the founding Chief Content Officer of Snappy Kraken, a fast-growing marketing automation platform, I built and scaled a content machine that created over 3k unique marketing campaigns launched to 7M+ US investors.

I've been privileged to learn from millions of data points, thousands of campaigns, hundreds of client interviews, and dozens of advisory firms what works and why.

And it all starts with knowing why they buy 🔥