Resume
Compliant Video Testimonials & Advisor Storytelling
Emmy Award-Winning Video Production
for Financial Advisors & Wealth Management Firms
As an Emmy Award-winning journalist and video producer, I help financial advisors bring their stories to life through authentic, compliant video. Whether it’s client testimonials, advisor introductions, or creative firm spotlights, my work is designed to build trust and showcase what makes your practice unique. Winning an Emmy was an honor, but the real reward is helping people open up and tell their stories in a way that connects. By combining professional production with compliance-first messaging, I create videos that highlight your strengths, demonstrate client satisfaction, and inspire confidence from the very first impression.
Meet Your Advisor Video Sample
Client Video Testimonial Sample
Here's a "Get to know your financial advisor" video I produced, shot, edited, and directed for Thielen Capital in Orange County, CA. AJ Thielen is the President and Founder of Thielen Capital, a Registered Investment Advisory firm.
Here's a client testimonial video l produced, shot, edited, and directed for a financial advisor in Orange County, CA. Privacy is a priority. In this sample testimonial, I blurred faces, removed logos, used stock b-roll, muted names, and modified voices to ensure both the advisor and clients remain completely anonymous. The intent is to demonstrate the storytelling style, not reveal personal details.