I'm a marketer who's curious about what motivates people and how that shapes what they buy. I turn that into lead-gen funnels, automations and campaigns that help independent financial advisors book more appointments and grow sales.
I got into marketing because I'm fascinated by people. I want to know what makes someone trust a brand, and most of the answers come down to psychology.
Right now I'm on the media R&D team at Advisors Excel. I started out helping my manager launch pilots and now lead several of them end to end, from paid social and direct mail to GoHighLevel automations. I learned most of it on the job, alongside my manager and coworkers.
Most of my work is hands-on with financial advisors and their teams: joining sales calls, building campaigns that fit compliance rules, and helping families find someone they can trust with their retirement.
Indexed to round 1
Relative to round 1
Started by helping my manager launch this direct-to-consumer funnel for pre-retirees, then took over running it: changing one big thing each round across format, timing, targeting and lead-quality signals.
Built GoHighLevel and Zapier automations for a lead-gen pilot across two advisor offices: lead intake, Five9 call routing, A/B-tested email and SMS nurture, and appointment confirmations.
Researched YouTube's ad formats and Google's financial services ad rules, then created the ads and campaign plan for two advisor firms: short pre-roll ads, educational in-feed ads, a 10–15 minute video, and a landing page with a booking call to action.
Tested whether two follow-up mailers lifted response to a personalized book mailer sent to about 900 households, with a 50/50 follow-up vs. control split.
Scored three wealth-data vendors' asset estimates against 73 leads with confirmed assets, across six asset bands.
Project-managed launches between advisor clients and our internal teams, led campaign launch calls, built disclosures into ads, emails and landing pages, and ran QA and A/B tests.
Pulled 20 industry and academic sources into creative and offer guidelines for reaching Gen X with retirement messaging.
Compared D2C players like eHealth, Healthpilot, Ethos and Betterment using government data, industry research and customer reviews.
As Social Media Director for Her Campus at KU, a 30+ member student chapter, I led weekly content meetings, planned posts in Planoly and reported results to the chapter president.
Represented Samsung, Amazon Prime Student, Rockstar Energy and VS PINK on campus, and run tastings for beverage brands with Daisy Duke Promotions.
Dig into a channel or idea, whether I spotted it or leadership asked me to research it, using market, audience and competitor research.
Launch a test with the automations, creative and compliance it needs.
Set KPIs and tracking up front so the result is clear, good or bad.
Turn what worked into a plan other offices can run.
Portraits, product, events and social content I've shot. Every photo in this section is mine.
Started by supporting my manager on pilot launches and grew into leading them end to end: the campaign plan, GoHighLevel automations, project management between advisor clients and internal teams, and reporting. Also attend sales calls with advisor clients.
Campus activations, sampling, social content and in-store tastings.
Ran social media for a 30+ member student chapter and led its weekly content meetings.
Professional Selling Certificate. Public Relations Chair, Homecoming Steering Committee.
I test new ways to reach people, build the measurement to judge them, and turn the results into a plan.
Building, testing and launching automations in GoHighLevel. I treat every workflow like a puzzle, figuring out how the pieces fit so prospects hear back faster and nobody slips through the cracks.
Mostly by doing it. I learned alongside my manager and coworkers, started out helping launch pilots, and now own several of them from plan to results.
Talking to customers face to face has taught me more about what makes people buy than any textbook did.
Always happy to talk lead gen, automation, paid media, psychology, or anything in between.
