Inside Finwise: The People and Principles Behind the Portal

Finwise began as a small editorial project with a simple goal: to make financial education feel approachable without watering down the details. Our team of writers, researchers, and former advisors works from a shared set of principles — plain language, honest data, and a firm refusal to promise quick returns. This page introduces the people behind the articles and the values that shape every guide we publish.

People behind the research

The editorial team at Finwise is made up of analysts, planners and writers who have spent years in financial services. We do not sell products, run funds or take commissions. Our only output is plain-language education that helps you make your own decisions.

Lead Analyst, Fixed Income

Dusty O'Keefe V

Dusty spent eleven years on the fixed-income desk of a regional bank before moving into research writing. He covers bond ladders, TIPS, I-Bonds and the mechanics of inflation protection. His monthly notes on real yields are used by readers who prefer conservative allocation.

Senior Editor, Retirement Planning

Fabian Hand Sr.

Fabian joined Finwise after a decade advising pre-retirees on withdrawal sequencing and superannuation rollovers. He writes the retirement section and fact-checks every article against current ATO rules. His focus is on sustainable income, not aggressive growth.

Contributor, ETF Strategy

Patrick Rogahn III

Patrick manages a personal portfolio of low-cost index funds and has written about ETF construction since 2016. He contributes the practical guides on rebalancing, expense ratios and sector exposure. His pieces avoid hype and stick to numbers a regular investor can verify.

Research Assistant, Market Data

Meredith Calloway

Meredith maintains the data sets behind our withdrawal-rate studies and inflation charts. She checks every figure against primary sources before publication. Her work keeps the site honest when markets move faster than headlines.

Copy Editor, Plain Language

Tom Ellison

Tom rewrites dense financial jargon into sentences a busy reader can follow in one pass. He has edited for two financial newsletters and a superannuation fund. His rule is simple: if a term needs a glossary, it does not belong in the first draft.

Why Finwise Exists

Finwise started with a simple observation: most financial advice is either too vague to act on or too aggressive to trust. We built this portal to give adults in their mid-thirties to mid-sixties a calm, evidence-based place to learn about investing, retirement planning, and wealth management. Our editors and contributors focus on the mechanics of money — how ETFs are structured, what inflation protection actually costs, how withdrawal rates behave across market cycles — rather than promising quick wins. The effect we want is not a bigger portfolio overnight, but a clearer decision-making process you can carry into every financial choice.

Read our editorial principles

Cookie settings

We use cookies to keep the site reliable, remember basic choices, and understand which pages are useful. You can accept, reject, or review the settings before continuing.