For over a decade, I've been helping businesses—especially in financial services—cut through the noise with clear, consistent messaging that connects with the people who matter most to them across every touchpoint.

Over my 10+year span as a marketing professional, most of my experience is in Financial Services, though my career began in marketing for a women’s running apparel start-up in Chicago in the early days of social media marketing. My first role in financial services began as the Marketing Director for a scratch MassMutual agency (now GoldBook Financial) where I led all agency and advisor marketing efforts, including advisor marketing plan development, social media, and events. Most recently, I spent seven years as a Strategic Marketing Manager at Osaic, where I was involved in many aspects of corporate marketing, particularly omni-channel campaign development for recruiting and technology products. I was involved in the rebranding of Advisor Group into Osaic and implemented the firm’s first social media strategy. Here are a few of my most recent notable accomplishments:

  • Managed omni-channel marketing efforts for the pilot phases and rollouts of New eQuipt, the proprietary account maintenance platform, and OneHub, the new advisor portal.

  • Developed the new recruiting collateral suite for Osaic and established Osaic’s social media brand as part of the rebrand team.

  • From 2018 to 2022, I grew the Advisor Group social media following from 287,000 to 1.7 million organically, except for minimal spend social ad campaigns. Not a small feat for a non-consumer product brand.

  • My team was recognized in the following award categories for our omni-channel recruiting campaign marketing efforts:

  • Collaborated with Creative, Content, Events, Product, and Sales to pivot retention and acquisition strategy during the COVID-19 pandemic to provide business continuity support to financial professionals. Efforts resulted in a 346% increase in customer referrals YoY.

  • Implemented Hootsuite and Seismic.

  • Gradually grew from managing recruiting campaigns to those we’ve created on behalf of other internal teams or advantage companies, like Ladenburg.

  • Nominated for an EEG Visionaries Award by my peers - An Advisor Group Award recognizing those who are accountable and dependable team members.

A spotlight on volunteer work:

From 2016 - 2022 I served on the Fresh Start Women’s Foundation Auxiliary Board. Annually, my peers and I planned a fundraising event to raise money for this local organization, which I still attend each year. As the resident Marketing professional, I started the board’s Instagram account in 2018, which remains active. In 2020, I developed the concept, branding, and social media strategy for our virtual handbag raffle event, Handbags with Heart, which raised over $83,000 for Fresh Start. From 2018 - 2022 I lent my marketing expertise as the Marketing Chair (2018 & 2021) and the Shoe Guy Chair (2019). Each year, our Wine, Women & Shoes event sold out and raised $250,000 - $500,000. Each year following Handbags With Heart, the handbag raffle has remained a cherished part of the event.

I look forward to discussing my story further with you. See samples of my work in the header.