Specialized Services
Whether you need to clean up your customer data or trace your ancestry, I provide thorough, professional research you can trust.
Content Creation
Newsletter, blog, and long-form content on Substack, WordPress, or Ghost.io — consistent publishing made easy.
CRM Cleanup
HubSpot certified. Also experienced with Salesforce, Raiser's Edge, Insightly, and Little Green Light. HIPAA & SOC 2 aware.
Heir & Heritage Research
Professional genealogy using Ancestry, Geneanet, WikiTree, and MyHeritage — from heir searches to family history.
Tool Migration
Move between platforms without losing data — Google Workspace to Proton, Asana to Atlassian, and more.
Website Maintenance
Squarespace, Webflow, WordPress, Base44, and Craft CMS — content updates, maintenance, and migrations.
Meticulous Research
Every detail verified, every source documented. No shortcuts.
Data Privacy First
Your information is handled with the utmost care and confidentiality.
Clear Deliverables
Organized reports and exports you can actually use.
Who I Work With
Specialized expertise for the clients who need it most.
Medical & Dental Clinics
Opening, relocating, or acquiring a practice? Inherited a messy Insightly CRM with years of duplicate patient contacts and outdated records? I specialize in cleaning healthcare CRM data with the care and discretion patient data demands.
- Insightly CRM expertise
- Duplicate contact resolution
- HIPAA-aware handling
- Clean export for migration
Realtors & Estate Attorneys
Navigating a complicated title, probate, or land ownership dispute? I research property ownership histories and conduct thorough heir searches to identify rightful heirs—documented, sourced, and ready for legal proceedings.
- Land & property ownership research
- Heir identification searches
- Documented genealogical evidence
- GEDCOM exports for legal use
Selected Work
A look at projects and organizations I've helped build and grow.