Past Projects and Perennial Praise
Pictures speak 1,000 words … or more or less, depending on your needs. Explore our real-life samples and testimonials. Then, please be in touch to discuss your communications projects.
Buckingham Family of Financial Services
“I am an author of five non-fiction books that describe our recommended passive investment approach in a clear and entertaining manner … Throughout my writing career, Wendy has served as a constant, trusted ally. My own efforts have been enhanced by her editing support; creative input; attention to accuracy and detail; and assistance in helping me promote my work and expand its reader base.”
– Larry E. Swedroe, MBA
“Wendy is one of those rare individuals who combines professional writing and editing expertise with a fun and easy working relationship. She also has a keen eye for catching compliance-sensitive issues within our investment marketing materials — a detail I particularly appreciate as our firm’s chief compliance officer. She listens first, and then helps you express yourself better than you ever realized you could. I recommend her enthusiastically for your corporate communications.”
– Adam Birenbaum, JD
- Larry Swedroe book (Look for my name in the acknowledgements!)
- Quarterly client letter
Thomas Wirig Doll
“I have truly enjoyed Wendy’s help with several articles I have had the opportunity to write. I have only recently been exposed to writing and would be lost without Wendy. Her writing & editing skills plus her depth of knowledge in finance make her a perfect resource for me as a CPA/Wealth Strategist.”
-– Haden Werhan, CPA
Rockbridge Investment Management
“We all really loved how Wendy answered our “Straight Answers to Important Questions.” We have posted it as a web page and as a download on our homepage.”
– Anthony Farella, CFP®
Granite Hill Capital Management
“Wendy provides superb communications guidance. She skillfully transformed my draft content and design into a website with on-target messaging. Technical and aesthetic suggestions also helped immensely.”
– Paul Tanner, CFA
Sensible Portfolios
“Wendy did a great job for me. Her knowledge of my business made it easy to get the project done timely and within budget. I was very pleased with the results and recommend her services to other DFA-related advisors.”
– Darrell Armuth, CPA
Skoczek & Associates
“With a broad understanding of the financial industry, Wendy’s thoughtful writing style can produce exceptional results. Her wit, intelligence, and expertise helped me to communicate my message in a way I could not have created on my own. I plan to continue working with Wendy in 2010 and beyond.”
– Christine Skoczek, CPA/PFS, CFP®
Ellis Wealth Advisors
“Wendy was a’Godsend’ in helping me create my website. Her advice and suggestions were outstanding and her work was superb. She has excellent communications skills and was able to put my ideas into words beyond my expectations. I will continue to use Wendy for my writing and editing needs and feel fortunate I have found someone I can totally rely on. She is a great value and very client oriented. I highly recommend her!”
– Robert K. Ellis, CFA, MBA
Cypress Asset Management
“Wendy has an excellent understanding of the fee-only client-centric advisory world. I highly recommend her to anyone seeking to outsource their editorial/publishing needs.”
– Mike Mahoney, CFP®
