Meet Lisa


Based in Los Angeles, Lisa is a writer, editor and consultant focused primarily on the investment management industry. She has nearly two decades of experience in financial services. Her investment management clients include Capital Group, Western Asset Management, Analytic Investors, Harris Financial Advisors, Beacon Pointe Advisors, Kayne Anderson Capital Advisors and AUM Partners. She graduated Magna Cum Laude from Claremont McKenna College with a B.A. in Economics and Literature. She has written for Claremont McKenna’s alumni magazine and hosted workshops on business writing. Lisa began her career working in advertising agencies, specifically in account planning and consumer research. Lisa believes that the more you understand your audience, the better your writing will be.

Rely on Lisa to simplify complex concepts into easy-to-digest content.

She has B2B experience with websites, social media, white papers, summaries, emails and brochures. 

Review some of Lisa's work DOWNLOAD WORK SAMPLES

Lisa has been fortunate enough to work with some great B2B brands over the years.

Client Experience

  • Analytic Investors
  • AUM Partners
  • Capital Group (American Funds)
  • Carmel Partners
  • Claremont McKenna College
  • Dailey and Associates Advertising
  • DavisElen Advertising
  • EQM Capital
  • Farmer John
  • Harris Financial Advisors
  • Honda
  • Kayne Anderson Capital Advisors
  • Kayne Anderson Rudnick
  • Nestle
  • Nicholas-Applegate Capital Management
  • Parkinson’s Resource Organization
  • Professional Association of Investment Communications Resources (PAICR)
  • Recording Industry Association of America
  • Toyota
  • Western Asset Management
Lisa says...