Writing

Do you need copy created for your publication, website, ebook, white paper, or newsletter? If so, contact me regarding your opportunity and to discuss how I may best meet your needs.

 

I am the technology columnist for Morningstar Advisor and publish a monthly column on technology for financial advisers and wealth managers. Click here to view the column archives at Morningstar.

 

I am also a regular contributor to the Journal of Financial Planning, covering a variety of topics related to technology and the delivery of financial planning services. Click here to view my most recent article in the Journal of Financial Planning.