[SELECTED WORK]
The work speaks for itself.
A selection of strategic engagements across marketing, content, technology and customer experience. Each project began with a complicated problem and ended with a clear direction.
CCA: Jannell Testimonial
Jannell’s family turned to Commonwealth Charter Academy after their district school felt overwhelming for their children, who were struggling to keep up. CCA provided the flexible, supportive environment the family needed to thrive.
Surgent: Consideration Phase
Part of a brand awareness campaign targeting accounting and finance professionals who are actively evaluating CPE providers. This video speaks to professionals in the consideration phase — helping them understand why Surgent stands out as the right choice for their continuing professional education needs.
Surgent: K to Gray
Surgent Accounting & Financial Education offers a full spectrum of professional development — from entry-level accounting courses to advanced CPE credits for CPAs, tax preparers, and financial professionals at every stage of their career. This video highlights how Surgent supports continuing professional education from the beginning of a career to retirement.
Creating One Voice Across a Growing Portfolio
I developed a comprehensive messaging map to give Surgent’s creative teams and external partners a shared framework for communicating across its expanding portfolio. By defining core positioning, messaging pillars and proof points for each product and brand, the map created a consistent voice while preserving what made each offering distinct.
CCA: Autism Awareness
A proud mother wrote to her son’s CCA teacher to express her gratitude after her autistic son found the confidence and courage to perform on stage. This video brings her heartfelt email to life — a story that almost wasn’t told, and a reminder of the profound impact a dedicated teacher can have on a child’s life.
CCA: Tunisia Testimonial
A Philadelphia family shares how Commonwealth Charter Academy (CCA), a Pennsylvania public cyber charter school, provided a safe and supportive learning environment for their children. Facing bullying and safety concerns at their local public school, they found in CCA a solution that worked for their family.
Turning CPA Exam Changes Into a Clear Roadmap
I created the Ultimate Guide to the CPA Evolution to help CPA candidates navigate one of the most significant changes to the exam in years. The comprehensive guide translated a complex overhaul into clear, actionable content covering the new Core + Discipline format, exam content changes, testing strategy, timelines, common myths and FAQs, giving candidates a practical resource to understand the changes, plan their studies and prepare for the new exam with confidence.
Surgent: Acquisition Phase
Part of a brand awareness campaign targeting accounting and finance professionals who are ready to commit to a CPE provider. This video speaks to professionals in the acquisition phase — making the case for Surgent as the clear choice for continuing professional education.
CCA: Ferguson Family
The Ferguson family knows education from the inside — mom was homeschooled herself. At Commonwealth Charter Academy, she found a school that gave her children a strong support system while keeping parents actively involved in their education. The family also pushes back on a common misconception, sharing how CCA dispels the myth that cyber school students aren’t properly socialized.
Building a Consistent Editorial Voice
I created Surgent’s editorial standards to give internal teams and external partners a shared set of rules for writing about the brand and its products. The guide combined AP Style with Surgent-specific standards for grammar, punctuation, capitalization, terminology, acronyms and product naming, creating a practical source of truth for clearer, more consistent communications across channels.
CCA: Malliard Family
The Malliard family had five special needs children enrolled at Commonwealth Charter Academy, and they couldn’t say enough about the school’s flexibility and resources. This video shares their story and why CCA proved to be the right fit for a family with unique and complex educational needs.
Lorenzo Falcone 