He has written news stories, feature articles and profiles.
He has served as editor-in-chief of Wealth Manager magazine, executive editor of Financial Planning magazine, and senior editor of the Journal of Accountancy. His work on Financial-Planning.com won him a Gold Award from the American Society of Business Publication Editors.
His features have found their way into numerous academic papers and his coverage of financial services regulation was cited in Congressional testimony.
He is also a professional speaker who has addressed state CPA societies and FPA chapters, as well as nationally known study groups.
His book, Run It Like a Business, is the practice management book designed to help all planners, whether they're new or experienced, no matter how they are compensated.