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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, commercial real estate, and wealth management firms.

Strategy & Client Success

Cherie Fournier

CEO & Founder

Alise Lucero

VP, Client Success

Support & Design

25 years in marketing.

Previous: Allstate, Arnold Worldwide, Leo Burnett

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Angelique Stacy

Marketing Specialist

15+ years supporting marketing teams.

Previous: Fusionbox

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Paula Lee

Marketing Assistant

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

Designer

15 years in graphic design in various industries.

Previous: Jackson National Life Distributors

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Molly McGrath

Designer & Web Developer

Copywriting

25 years writing in the financial services industry.

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

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Bobbie Turner

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

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 Creation
& Distribution

Print & Digital
Design

Web
Development