Writing
Selected articles and essays exploring technology, leadership, organizational change, and the relationship between people and the systems they build.
Selected Writing
What Data Should RIAs Unify When AI Can Retrieve the Rest?
PowerAdvice | October 23, 2026
As AI makes information easier to retrieve across disconnected systems, organizations face a more fundamental question: which data, definitions, and relationships must remain governed and consistent? An examination of why increasingly capable AI makes sound enterprise data architecture more important, not less.
Refocusing Your Attention
GAMA International Journal — Leader to Leader | November–December 2019
An examination of how constant interruptions, competing demands, and fragmented attention undermine leadership effectiveness. Drawing on cognitive research, the article offers a practical approach to recognizing distractions, reclaiming focus, and managing professional priorities.
Mostly Sunny with a Chance of Disruption
GAMA International Journal | September–October 2019
An examination of technological disruption and competitive change in financial services. Distinguishing genuine disruptive innovation from routine technological advancement, the article explores digital ecosystems, emerging competitors, and practical strategies for established organizations navigating technological change.
Leadership on the Line
GAMA International Journal | January–February 2017
An examination of how leaders think, influence others, and respond to complexity. Drawing on organizational learning and decision-making frameworks, the article explores practical ways to recognize and navigate technical and adaptive challenges.
Mindful Management Strategies
GAMA International Journal | November–December 2017
An exploration of how managers can move beyond traditional performance oversight to become collaborative partners in developing established financial advisors. Introduces a current–desired state framework for aligning professional priorities, organizational resources, and long-term business transition strategies.
The Financial Planner's A.I.D.E.
Journal of Financial Planning | April 2016
Co-authored with Paul R. Justin
A practical framework for aligning professional expectations with business operations, staffing, and organizational capacity. The article introduces a four-step process for building more sustainable, productive financial planning practices.