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Our vast network includes marketing professionals with trusted experience.

Capitalizing on the gig economy, we’ve developed a trusted network of marketers to assemble the team most appropriate for each client engagement. We pair the right specialists with your marketing needs, managing projects and people so you can focus on your business.

Our network includes marketing professionals with deep experience working with a wide range of financial services, alternative investments and commercial real estate firms.

Strategy & Client Success

Cherie Fournier

CEO & Founder

Alise Lucero

VP, Client Success

Account Management & Operations

17 years of experience in account management.

Previous: Proper, SingleMind Consulting, Venture Portland, Harlo Interactive

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Cody Galloway

Account Manager

16 years in project management

Previous: Instrument, Human, Cactus, SIGNAL.csk Brand Partners, Interact Boulder, Vail Resorts, TheSupply, Factory Design Labs, Crispin Porter + Bogusky, Viele Construction, Spring Hill Music

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Wendy Conley

Operations Manager

15+ years supporting marketing teams.

Previous: Fusionbox

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Paula Lee

Marketing Assistant

Design & Web Development

15 years in graphic design and web development in commercial real estate & alternative investments.

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Hailey Day

Designer & Web Developer

20 years in graphic design in various industries.

Previous: Transamerica, Jackson National Life Distributors

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Jackie McKenna

Graphic Designer

15 years in graphic design in various industries.

Previous: Jackson National Life Distributors

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Molly McGrath

Designer & Web Developer

25+ years in graphic design in financial services and commercial real estate

Previous: ProLogis, Great-West Financial

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Jennifer Honegger

Graphic Designer

20 years in graphic design, digital marketing, and web development in various industries.

Previous: Introhive, RESOLUT RE, SVN | Walt Arnold

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Crystal Beckett

Graphic Designer

Copywriting

3 years writing in a business/marketing capacity

Experience: Northwestern University (professor), Aevitas Creative Management, Ascendant Group, Another Chicago Magazine, Knox College, Americorps Vista, Future of FemTech

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Katana Smith

Copywriter

20+ years of web writing and journalism covering industry and regulation.

Previous: WealthForge, Bixal, Booz Allen Hamilton, and Tax Analysts.

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John Rickman

Copywriter

30+ years writing in the financial services industry.

Previous: BNY Mellon, Modern Mills, State Street Global Advisors, Santander, Nuveen, Potomac Funds

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Steven Salerno

Copywriter

20+ years writing in the financial services industry.

Previous: Charles Schwab, s2 Financial, Lehman Brothers, Janus Capital Group, Nuveen

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Traci Tighe

Copywriter

20 years writing brand copy.

Previous: Ramsey Creative Group, StarFish Ads

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Lisa Dewil

Copywriter

25 years writing in the financial services industry.

Previous: Citigroup, Chase, UBS Securities, CS First Boston

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Bobbie Turner

Copywriter

Event Planning

20+ years corporate event planning and 10+ years advisor due diligence events.

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Katarina Ryan

Event Planner

Accounting

12+ years accounting.

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Cheryl Dial

Bookkeeper

Firms We've Helped

How We Can Help Your Firm

Marketing
Strategy

Sales
Enablement

Marketing
Infrastructure

Project
Planning

Digital
Marketing

Content Writing
& Distribution

Print & Digital
Design

Web
Development

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