Indigo Marketing Agency
Indigo Marketing Agency

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Indigo Marketing Agency

Custom Marketing Strategies for Financial Advisors

By People Who Know the Industry

Done-for-you marketing systems for financial advisors who want predictable client acquisition. Strategic, hands-on, and compliance-friendly

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Digital Marketing for Financial Advisors Financial Planners
Indigo Marketing Agency

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Services / How We Help

Financial Advisor Marketing

You know the value of professional portfolio management – diversification, strategic allocation, and compound growth over time. Your marketing needs the same expertise. At Indigo Marketing Agency, we manage your marketing like you manage your clients’ investments: strategically diversified across multiple channels, professionally optimized, and designed to compound results. The same way your clients achieve better outcomes with professional guidance, your marketing performs better with specialists who understand your industry. 

Financial Graph
Marketing

We become your complete marketing department so you can focus on serving clients. Instead of juggling multiple vendors and scattered tactics, you get one integrated system that consistently attracts $1M+ AUM prospects while you’re meeting with clients.

Financial Target
Strategy

We build your client attraction blueprint: identify your most profitable niche, craft messaging that resonates with high-value prospects, and position you as the authority they’ve been searching for. No more competing on price or hoping referrals will save you.

Indigo Marketing Agency Analytics
Content

Stop using the same generic content as 12 other advisors in your area. We create strategic, niche-specific content that pre-sells your expertise and attracts prospects who are already convinced you’re the right advisor for them. 

Discover Your Marketing Solution

What Sets Us Apart

Personalized Solutions for Financial Advisors

When you work with Indigo, you get what every advisor dreams of: consistent, qualified prospects booking calls with you without the marketing stress. We handle everything – strategy, content, websites, campaigns, optimization – so your calendar stays full of premium prospects while you focus entirely on closing and serving clients.
 
When running an advisory firm, your unique positioning determines whether you attract premium clients or get lost in the crowd. Whether you’ve been in business for decades or you’re just getting started, we’ll help you develop messaging that makes prospects choose you over the competition. As a financial advisor, you know your value, and we know how to position it. Let the experts at Indigo Marketing Agency help you craft positioning that attracts $1M+ AUM prospects.
Generic doesn’t cut it when you serve a specific niche. If you want your audience to find you, you need niche-focused content, copy, and SEO. We can help you plan and execute everything—from a brand-new website to a 12-month content calendar—to ensure you’re attracting those ideal clients.
Some things are best left to the pros. Building a custom marketing foundation and ongoing strategy to grow your business? That’s definitely one of them. Our Total Marketing Package takes all things digital marketing off your plate—so you can focus on what you do best.

Case Study

What Could You Accomplish With Results Like These?

Take a look at how our work has transformed these expert financial advisors’ results.
See All Case Studies

50%

Increase in email click-through rate

Dorsey Wealth Management

Are your marketing emails making a splash? Learn how we helped this financial planner bring consistency to her strategy, resulting in an explosion of email engagement.
Dorsey Wealth Management
Read

90%

New website visitors vs. returning visitors

Aviation Wealth Solutions

Does your marketing reflect the clients you serve? Learn how this financial advisor dramatically increased new website traffic by embracing his unique specialty.
Aviation Wealth Solutions
Read

44%

Increase in website traffic

Wurz Financial Services

Wondering how a webinar can grow your business? With our help, this financial advisor launched an evergreen webinar that’s bringing him more qualified leads every day.
Wurz Financial Services
Read

21%

Website Traffic from organic searches

Taxable Wealth

Every financial planner wants the right eyes on their website. That’s what we helped this client achieve after optimizing his website to suit his target audience.
Taxable Wealth
Read

73%

Website Traffic from organic searches

Paracle

Do you have ideal clients coming to you? This financial advisor does. Learn how we helped optimize this website to attract this advisor’s ideal clients.
Paracle
Read

20%

Website Traffic from personal blog content

Fiduciary Wealth Management

You’ve probably heard the saying “business is personal.” And it’s true. See how we helped this wealth advisor leverage his unique story to make personal connections with clients.
Fiduciary Wealth Management
Read
Free Webinar

How Smart Advisors Are Filling Their 2026 Pipeline—Right Now

Do you hit January and wonder, “Where are all my leads?” You’re not alone. Too many advisors wait until the new year to focus on growth—only to get buried in tax season, summer slowdowns, and the holiday rush.

Top firms aren’t waiting. They’re building momentum now—and you can too.

Join Elizabeth Reider, Indigo’s Director of Marketing, for this free webinar where she reveals how successful advisors fill their pipelines months (even years) in advance. You’ll discover our proven 5-channel growth system to attract, nurture, and convert leads into booked meetings, without relying solely on referrals or last-minute pushes.

BONUS: Stay until the end for a free SEO video audit of your website to uncover hidden opportunities to increase traffic, boost conversions, and attract your perfect-fit clients.

| Indigo Marketing Agency
Register now to discover how to:
  • How to break the cycle of scrambling for leads each January
  • Indigo’s proven 5-part growth system for consistent client acquisition
  • Simple, high-converting lead magnets that attract qualified prospects
  • The right way to build funnels that turn cold leads into booked meetings
  • How to use content, email, and social to stay top-of-mind all year
  • Follow-up systems that close deals faster
Register Now
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Testimonials

What Advisors Say After Working With Us

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It’s truly a strategic partnership.

“It’s truly a strategic partnership… [The content and strategy are] uniquely tailored to our mission, our vision, our purpose.”
Richard RivaWealth Management
Solutions, LLC

We don’t have to worry about anything.

“We don’t have to worry about anything… There’s a real understanding of who we are as a firm and the kind of stuff that we want to put out. We can trust the process, which is really nice.”
Candace HenryNovi Wealth Partners

Indigo helps us focus on financial planning for our clients.

We needed somebody to help guide us and be our coach. Indigo Marketing Agency helps us focus on financial planning for our clients. We love working with [Indigo].
Michael AllenSecurity Financial Management, Inc.

I’m able to focus on my clients.

It’s a huge time saver for me. I really feel like I’m able to focus on my clients, focus on doing the day-to-day stuff… I’m getting more hits to my website and people are staying longer… the trends really do look good.
Angela DorseyDorsey Wealth Management

I would not hesitate to recommend Indigo to another advisor.

I would not hesitate to recommend Indigo Marketing Agency to another financial advisor. They are super easy to work with. They’ve been great partners in terms of helping us create a schedule for what we want to say and when we want to say it. I highly recommend their services.
Frank LeganCedar Brook Group

Indigo truly specializes in serving advisors.

Indigo Marketing Agency truly specializes in serving financial advisors. They know the language, [and] they know how to talk to my clients… I would definitely recommend Indigo to other advisors looking for someone who specializes in serving financial advisors, who’s going to do a great job handling your marketing, and who’s very flexible.
Darren P. WurzWurz Financial Services

Indigo has helped me establish my presence not only digitally, but locally.

I started working with Indigo Marketing Agency to really help me have a voice and to be more competitive…Indigo has helped me establish my presence not only digitally, but locally. Every year, it seems like we get better together.
Ricky BielFavor Wealth

Indigo freed up my time and energy to focus on providing service to my clients.

“I originally hired Indigo Marketing Agency because I needed a turn-key marketing program that would help me build my digital presence. And that’s exactly what Indigo does. They take care of all my social media and digital marketing, which, in turn, frees up my time and energy to focus on providing personal service to my clients.”
Antonio V. PorrettaBlackbridge Financial

Indigo has taken all the heavy lifting off of our plate.

“Working with Indigo is probably the best thing we’ve done for our marketing in 2 to 3 years. Their package is certainly the best value for our dollar of any marketing strategy we’ve tried. The Indigo team has taken all the heavy lifting off our plant. We are thrilled with their work!”
Donald AlbachMillstone Financial Group

Indigo has given me my time back.

“Minutes add up to hours and hours add up to days. Indigo has given me my time back by shifting marketing onto their plate. It helps me free up my time for what I want to do.”
Trent DerrickLPL Financial Advisor, Legacy Wealth Management

The new client paid for our marketing services 10 times over.

“We just got a brand-new client who called us; she had been following us on Facebook and reading our posts. She and her husband recently retired and came in for their third appointment to sign papers. That new account paid for our marketing services 10 times over this year.”
Jere SmithPointWealth Management

Indigo Marketing is ahead of me in how they can apply my skillsets to a Marketing Plan

The entire team at Indigo Marketing is amazing. I am typically pretty far ahead of the curve in my field of expertise, but I have found that Indigo Marketing is ahead of me in how they can apply my skillsets to a Marketing Plan. I highly recommend Indigo Marketing!!!
Heath WaltersThe Walters Institute

Indigo has totally improved my marketing appearance towards clients and prospects

Indigo has totally improved my marketing appearance towards clients and prospects. They are a super easy company to work with and have delivered on everything they have promised me.
Corey HeimensenHeimensen Wealth Advisors

Indigo Marketing has elevated our marketing efforts significantly

Indigo Marketing has elevated our marketing efforts significantly by helping us with SEO and creating a systematic approach to disseminating helpful content to clients and prospects. We have enjoyed a great partnership with this friendly and helpful team.
Eric ChetwoodAdams Chetwood

Indigo has been an invaluable marketing tool for our firm

Indigo has been an invaluable marketing tool for our firm. Having them on our team saves us time and money. There are not enough hours in the day for me to do my job AND handle marketing as well. We count on them to provide content that resonates with clients and prospects and they always make us look good!
Aileen DeutermannBenchmark Wealth Management

Indigo is extremely knowledgeable, professional, and well-organized

Claire is a great partner to have. She is extremely knowledgeable, professional, and well-organized. We worked with Claire for a webinar she hosted and we are incredibly impressed with the focus and quality of the output she put together.
Joe WoodyDimensional

They've taken our marketing and social media exposure to the next level

We hired Indigo at the end of 2020 to help with all of our firm's marketing needs. As a smaller RIA firm, we needed a company that would act as our "external marketing department." They've taken our marketing and social media exposure to the next level. We've already received a client referral from Facebook thanks to Indigo.
Jason EppsKFA Private Wealth Group

Claire and her team are experts at helping independent financial advisors

Claire and her team are experts at helping independent financial advisors implement a compelling and effective marketing program for their practices. I highly recommend them.
Brad WalesTransition to RIA

Indigo delivered on all promises and produced first class content

Wanted to give a shout out to the great folks at Indigo. They delivered on all promises and produced first class content, customized for my firm. Easy to work with and highly professional. Highest recommendation!
Ember MartinVested Wealth Advisors
Best Digital Marketing for Financial Advisors and Financial Planners

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NEED A NEW Website REDESIGN THAT CONVERTS?

Optimize Your Website For Conversions

Most marketing teams focus on increasing traffic to a website or making beautiful design. But what do you do to actually capture all the opportunities? This guide will show you the 5 secrets to maximizing your conversions.

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Ready to Attract Ideal Clients Before the Fall Rush?

Most advisors wait. The smart ones start
building momentum now.

Download your free Growth Strategy
Workbook for Financial Advisors and get:

  • AUM Growth Planning Framework
  • Marketing Budget + ROI Worksheets
  • Website & Content Audit Checklists
  • A 90-Day Action Plan That Builds Real Results
Download the Free Workbook
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Insider Marketing Playbook

for Top Financial Advisors

Strategies That Drive Real Results
  • Master Proven Strategies
  • Attract + Retain High-Quality Clients
  • Optimize Your Business for Growth
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Eva Pawlowska

Account Manager
Toronto, Ontario
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Eva is a seasoned, full-stack marketer with 13 years working across marketing, operations, project, and event management in the nonprofit, education and healthcare sectors. She also brings a strong background in sales and operations support within the investment management industry.

With a management degree from Athabasca University, Alberta, Canada, Eva is an analytical and creative problem-solver adept at assessing customer needs and designing tailored marketing solutions. She has extensive experience in designing and executing marketing strategies and coordinating projects to completion. Born in Poland and now living in the Greater Toronto Area, Ontario, her hobbies include the arts, swimming, and spending time in the great outdoors. She is also passionate about personal development and closely follows technology trends. A positive team player, Eva is thrilled to be a part of the incredible, like-minded team at Indigo!

Indigo Marketing Team Member Kasey Yhap

Kasey Yhap

Account Manager
Ellicott City, MD
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Kasey Yhap’s commitment to her clients is the driving force behind her work. Her diverse educational background (a bachelor’s and master’s degree in vocal performance from the Peabody Conservatory of Music and a master’s degree in communications from Syracuse University) has equipped her with the unique skill set required for success. Kasey’s strong communication skills and creative mindset, combined with her passion for helping her clients, make her a valuable asset to the team.

In her free time, Kasey stays active and maintains a healthy lifestyle through yoga, CrossFit, and spending time outdoors. These hobbies complement her professional life by allowing her to recharge and bring new ideas to her work at Indigo.

Indigo Marketing Team Adrian Bachini

Adrian Bachini

Web Developer & Tech Support
Manila, Philippines
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Adrian Bachini works on tasks requiring technical knowledge and other various administrative tasks. A software developer by day, prior to joining Indigo, Adrian had very little knowledge on how nontechnical positions operate. His position at Indigo allows him to both learn and experience a variety of platforms and gain more knowledge about how to maximize marketing initiatives.

Adrian holds a bachelor’s degree in computer science with a specialization in software technology from De La Salle University Manila. Adrian considers himself somewhat of a workaholic, with a full-time day job in addition to working with Indigo. When he’s not working, he enjoys watching documentaries, action movies, and anime, and also loves cycling on muddy downhill trails or cross-country rides, playing video games, and simply resting when he can. He is also a licensed commercial pilot and flies in his free time; he obviously also enjoys traveling. Adrian lives with his family and more than a few pets (11 dogs, 6 cats, a few birds, and fish)—he has more pets than humans in his home!

Indigo Marketing Team Kourtney Kearney

Kourtney Kearney

Tech Support
Antelope, California
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Kourtney Kearney is a data-driven woman with a knack for coding. On any typical day, you can find her building web pages, troubleshooting bugs in code, and setting up automations to make life easier for our clients. Thanks to her technical background, Kourtney has a vast understanding of the inner workings of websites and the data associated with them. She’s always on the lookout for new technology that will help us improve our workflows so we can focus on what we do best—helping financial advisors grow their business. Kourtney enjoys the variation of tasks and loves the challenge of taking an existing website and making it better without completely rebuilding it.

Kourtney is originally from Newark, CA (Bay Area), but currently resides in Antelope, a suburb of Sacramento, and holds a Bachelor of Arts in Art History and Curatorial Studies. Outside of work, Kourtney spends her free time reading, playing volleyball, baking with her two sons, and hanging out with family.

Peter Wardenaar

Peter Wardenaar

SEO Specialist & IT Lead
Cali, Colombia
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As a natural problem-solver, Peter Wardenaar uses his skills to help financial advisors find new ways to grow their site traffic and attract more clients they love. Peter enjoys the dynamic nature of his role; the challenges are never the same as every situation is unique and requires a different approach. But don’t let Peter’s technical prowess fool you—he also has quite the creative side! Before joining the Indigo team, he worked as a first-grade teacher and university English professor in Cali, Colombia.

Peter has bachelor’s degrees in education and in music from Portland Bible College and a master’s degree in music production and technology from Berklee College of Music. In his spare time, he loves writing and recording music, graphic design, engaging with people, and studying leadership and theology. Peter is also one of the most well-traveled people you’ll ever meet! He was born and raised in the Netherlands but lived in the Pacific Northwest for over 12 years. Today, he resides in Cali, Colombia, with his wife, Gloria Isabel, and their three kids, Emanuel, Paloma, and Violet.

Indigo Marketing Team Sarah Robichaud

Sarah Robichaud

Social Media Manager
Rochester Hills, Michigan
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Sarah Robichaud uses her love of spreadsheets to create engaging content calendars for our clients’ social media pages. Sarah holds a bachelor’s degree in psychology from Salisbury University and a master’s degree in marriage and family counseling from Liberty University. In addition to her role at Indigo, Sarah volunteers as a virtual administrator for Army Wife Network, a nonprofit organization that aims to empower and educate military spouses through blogs, podcasts, and various other resources.

Born and raised in Maryland, Sarah currently lives in Rochester Hills, Michigan, with her husband, Andrew, two children, Emily and Logan, and two fur babies, Penny and Chewbacca. As a military spouse and mother, Sarah loves working for Indigo because of the flexibility it affords her, allowing her to continue to build her career while frequently relocating around the globe and working on her own schedule to accommodate a busy lifestyle. Sarah also loves Indigo’s supportive team atmosphere. Outside of work and volunteering, you can find Sarah enjoying time outdoors with her family, typically running, camping, or traveling. An avid traveler, she’s visited 16 countries and is always planning her family’s next great adventure.

Indigo Marketing Team Jennifer Farrior

Jennifer Farrior

Lead Writer & Proofreader
Louisville, Kentucky
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Jennifer Farrior is Indigo’s go-to for all things proofreading and editing. Her attention to detail is unmatched, and she takes pride in making sure every article is clean and concise before it heads out to our financial advisors. She says, “Even a single typo can affect an advisor’s credibility, and we strive for perfection when it comes to how they’re presented online.” As Lead Writer, Jennifer trains and manages the team of writers, and also writes and collaborates with team members to create Indigo’s blog posts and promotional material.

Jennifer holds a bachelor’s degree in English from UCLA. In addition to her role at Indigo, she runs her own copy editing and proofreading business, She Proofreads LLC. Jennifer hails from San Diego, California, but now lives in Louisville, Kentucky, with her three kids, Joshua, Julia, and Joel, and goldendoodle, Dexter. She loves working at Indigo because it provides her with the income, flexibility, and the community she needs as a stay-at-home mom. Outside of work, you can find her spending time with her kids, friends, boyfriend, or working on a puzzle while watching Netflix.

Indigo Marketing Team Lisa Gaines

Lisa Gaines

Content Deployment Manager
Fort Hood, Texas
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Lisa Gaines spends her work days uploading blog posts to our clients’ websites and LinkedIn profiles, drafting emails, and making adjustments to content as advisors request. Lisa has learned a lot as a long-time member of the Indigo family and has enjoyed seeing the processes evolve to become more streamlined and efficient over time. And she loves working with the amazing Indigo team! 

Lisa is a proud alum of Texas A&M University, where she received a Bachelor of Business Administration in Finance. As a military child, Lisa feels as though she grew up everywhere; however, she claims central Texas as home where most of her family is originally from. She currently lives in Fort Hood, Texas, with her husband, Korey (an active-duty Army officer), and two kids, Madelyne and Jameson. As a military family, Lisa moves quite a bit—often to areas where the job market is small. She loves that Indigo provides her with a steady job she can take with her wherever she goes. When she’s not working, Lisa enjoys dabbling in interior design, binging a good Netflix series, and spending time with friends and family.

Read more about why Lisa loves working with Indigo.

Indigo Marketing Team Member Anne Wheeler

Anne Wheeler

Marketing Assistant
Cincinnati, Ohio
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Anne Wheeler is responsible for a variety of administrative tasks as well as updating social media pages for clients. Anne enjoys the creative side of her position and the ability to collaborate with the team to help advisors get started with Indigo.

Anne holds a bachelor’s degree in communication from the University of Tennessee. Outside of work, she enjoys walking, baking, spending time with her husband, Rick (a structural engineer), and two sons, Thomas and Turner. Anne loves being a full-time mom, and appreciates that Indigo gives her the opportunity to work part-time while still caring for her boys.

Indgio Team Member Dan Corcoran

Dan Corcoran

Account Manager
Madison, Wisconsin
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Dan Corcoran enjoys being on the front lines of financial advisor marketing, working directly with advisors to help them build a strong marketing plan to get their firm’s message out. Working remotely can be a challenge as talking to others, brainstorming, and sharing experiences recharges him; he maximizes touchpoints to connect with others to make every day at Indigo rewarding.

Dan holds a bachelor’s degree in journalism and mass communication from the University of Wisconsin-Madison. He enjoys drone photography and videography (he owns his own drone business, Forward Focus Photography), sports broadcasting (he was a hockey broadcaster for four years prior to COVID), spending time with family, camping/hiking, running, swimming, and road biking.

Originally from Sun Prairie, WI, Dan has three siblings, and prior to joining Indigo’s team, he worked for an RIA in Madison for two years.

Amanda Laskey

Account Manager
Pittsburgh, Pennsylvania
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Amanda Laskey works with clients one-on-one to develop and implement marketing strategies that help spread the word about who they are and how they help. In her role, Amanda strives to deliver outstanding customer service to our clients. She is tech-savvy, an independent problem-solver, extremely organized, an excellent communicator, and thrives on helping others. She appreciates the ability to work remotely in a collaborative team environment while supporting her family.

Amanda holds a Bachelor of Arts in Education and a Master of Arts in Inclusive Education from Seton Hill University and has over 10 years of experience in secondary classroom teaching and over 3 years as an Executive Assistant. A proud Army spouse, Amanda resides in Pittsburgh, PA, with her husband, Brandon, their two sons, Jackson and Harrison, and their sheepadoodle, Waylon, and goldendoodle, Cash. Outside of work, Amanda enjoys spending time with her family, relaxing at the beach, traveling to new places, dessert, and all things Disney.

Indigo Marketing Team Member Beverly Anderson

Beverly Anderson

Account Manager
Portland, Oregon
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Beverly Anderson is the go-to contact point for advisors to create a targeted and cohesive marketing strategy that is unique to their specific goals. She loves seeing her clients experience positive results from their marketing efforts, and as a world traveler, she appreciates the ability to work remotely and connect with clients from any country.

Beverly holds a Bachelor of Science in Business Administration from Oregon State University. In addition to traveling, she enjoys making music as a singer/songwriter and anything outdoors (she’s an avid snowboarder and rock climber). She and her partner have a rescue pup, Toro, a former street dog in Cabo, Mexico, before they adopted him. Beverly has three older sisters, with whom she is very close, and they all, along with her mother, live in the Portland area. Although she spent the first half of her childhood in Fountain Hills, Arizona, Beverly considers Portland to be home.

Watch this video to hear why Beverly loves working with Indigo.

Indigo Marketing Team Member Adriana

Adriana Escalante

Website Project Manager
San Antonio, Texas
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Adriana Escalante thrives on creating an online representation that looks and feels true to our financial advisor clients as she builds their websites to best represent them and their businesses. Her experience working on travel and tourism websites motivates her to make sure every site she works on is exciting and engaging to web visitors. A graduate of University of Texas in Austin, Adriana double-majored in International Relations and a Liberal Arts program called Plan II. She also received a certification for front-end development from a coding academy in Austin, which has equipped her to serve as a great liaison between developers and clients.

After living in Austin, TX, for most of her adult life, Adriana now resides in San Antonio, TX (a city with a ton of history and many things to do), with her partner, Russell, and their dog, Abbey. She also has a brother and sister with whom she’s very close and tries to see a few times a year. Most of Adriana’s hobbies revolve around nature. She grew up spending lots of time on a sailboat or at a beach, and her family has a small cabin in Creede, CO, where she spends half the year hiking, camping, skiing, or snowshoeing (depending on the season). When she’s in Texas, she tries to get out most weekends to kayak. A Texas Master Naturalist, Adriana loves learning about all the plants, birds, and animals in her home state. She also dabbles in making stained-glass suncatchers!

Jillian Segrue

Account Manager
Rochester, New York
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Jillian Segrue acts as a liaison between clients and the Indigo team, using her 12 years of customer service experience in fields such as healthcare, financial services, and risk management to help hone their message and deploy it effectively and efficiently. She enjoys building unique relationships with each of her clients as she helps them reach their ideal target audience.

Jillian has a bachelor’s degree in healthcare administration and a minor in business administration from SUNY Brockport. Additionally, she is currently pursuing her MBA in marketing. She lives in Rochester, New York, with her husband, Tim, and their three kids, Macie, Henry, and Nora. As a busy mother in school, Jillian appreciates the flexibility Indigo provides—allowing her to juggle motherhood and excelling in her career—and its unmatched positive, supportive, and uplifting company culture. In her free time, she loves to read, shop, and go running outdoors.

Heidi Wilson

Account Manager

Alexandria, Virginia

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Heidi Wilson thrives on helping advisors create an online voice and streamline their marketing efforts. With her mother being a retired financial advisor and her brother-in-law currently a CFP® professional, she’s passionate about taking the marketing pressure off of advisors so they are able to focus on their clients. She loves when advisors tell her something we did for them helped; it can be as simple as taking something off their very busy plate or helping them land a new client with one of the articles we wrote. With broad-based consumer and B2B marketing experience, Heidi is constantly thinking outside the box and brings a fresh perspective to the Indigo team.

Heidi holds a bachelor’s degree in public relations from Florida State University and hails from Tampa, Florida. Her husband, Chris, is in the U.S. Army, and as they are constantly moving, they take every opportunity to explore the new areas where they’re living. Some of their favorite places they’ve called home include Hawaii and New Orleans. Heidi is thankful for the opportunity to work remotely with Indigo, which allows her to take her job with her, no matter where the Army moves her family next.

Watch this video to hear why Heidi loves working with Indigo.

Indigo Marketing Team Lori Koepke

Lori Koepke

Account Manager
Boise, Idaho
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Lori Koepke plays a major role as a liaison between Indigo Marketing Agency and its wonderful clients. She works directly with our advisor clients on their marketing strategies, marketing calendars, article creation, editing processes, compliance approvals, deployment of their content, and more. Lori enjoys helping strategize and be a support to her clients, and loves the camaraderie among the Indigo team members.

Before joining the Indigo team, Lori was a schoolteacher for 10 years. She has a Master of Education and Bachelor of Arts in Elementary Education from Concordia University in Portland, OR. She was born and raised in Vancouver, B.C., and lived in Vancouver, WA, for 25 years before moving to Boise, Idaho, where she currently resides with her husband, Jeremy, and four wonderful kids, Sophie, Tanner, Jonas, and Violet. In her free time, you can find Lori reading, watching football, and driving her kids to all their activities.

Watch this video to hear why Lori loves working with Indigo.

Katie Cress

Digital Marketing Consultant, Sales & Client Strategist
Cincinnati, Ohio
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It’s Katie Cress’s mission to help financial advisors reach their ideal prospects through custom digital marketing. On any given day, you can find Katie meeting with new financial advisors to learn more about their marketing goals, who they love working with, and why they’re passionate about helping others. Her favorite part of her job is meeting new advisors every day and continuing to learn how each firm and individual advisor is different, and using her marketing and small business background to help them craft a game plan that empowers them to grow their business and enhance their services. Often described by loved ones as a “helper” and “caretaker,” Katie is passionate about advocating for her advisors’ needs and supporting her coworkers to help them succeed.

Katie holds an MBA from Xavier University and a BA in Economics from Ohio University. A Midwest girl for life, she lives in Cincinnati, Ohio, with her husband, Brandon (who’s also a marketing guru), and their three kids, Charli, Lucy, and Teddy. She and her husband also own Clean Eatz Cafe, where they use their collective marketing prowess and love of food to create a welcoming space for employees and hungry customers alike. Katie is passionate about and for small business owners, being raised by her father who was an entrepreneur, being one herself with her husband, and working with them every day at Indigo. She loves the spirit, creativity, and drive of entrepreneurs. When Katie’s not working or helping run the family business, she enjoys working out with her husband at Orange Theory, loving on her three kids, and cooking delicious food.

Elizabeth Reider

Director of Marketing
Clearwater, Florida
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As Director of Marketing at Indigo Marketing Agency, Elizabeth brings 13+ years of hands-on experience in financial services, including time working directly inside an independent advisory office. With a career once on track to become a financial advisor—paraplanning, trading, and supporting client relationships—she understands firsthand the pressures, passions, and demands advisors manage every day. She earned her degree in Information Technology from the University of South Florida’s Muma College of Business and holds a life, health, and variable annuity license, giving her a rare blend of tech, marketing, and product knowledge. In consulting with advisors, Elizabeth is consistently recognized for spotting growth opportunities that other agencies miss—thanks to her sharp eye for detail and proven strategies that drive real results.

Originally from Clearwater, Florida, Elizabeth loves to travel and has visited 12 countries, including extended trips to eSwatini, Africa, to assist with humanitarian programs. Learn more about why she loves working with financial advisors in this video. When she’s not helping advisors grow their businesses, she enjoys attending orchestral performances, visiting art museums with her son, and family nights in the backyard with their dog, Wrigley.

Sara Dressler

CEO

DuPont, Washington

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As the Chief Executive Officer of Indigo Marketing Agency, Sara Dressler leads the team with a strategic vision and a passion for helping financial advisors grow their businesses through innovative marketing strategies. Now in her fifth year at Indigo, Sara oversees all aspects of the company’s operations, ensuring Indigo continues to deliver exceptional results for clients while fostering a culture of collaboration and excellence.

With a bachelor’s degree in business administration and a minor in communications from Pacific Lutheran University, Sara combines her formal education with years of experience managing operations and optimizing systems to drive success. Prior to becoming CEO, she served as Indigo’s Director of Operations, where she played a pivotal role in streamlining processes and connecting teams across departments to achieve company goals.

Sara thrives on staying active, both in her professional life and at home. As a military spouse and mother to three energetic boys, she’s mastered the art of multitasking and enjoys spending time with her family. Whether working out, exploring the outdoors, or cheering on her kids during their games, Sara brings energy and enthusiasm to everything she does.

Kelli McLeod

Chief of Staff
Colorado Springs, Colorado
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As Chief of Staff at Indigo, Kelli plays a key role in keeping the company running smoothly behind the scenes. She supports our CEO in driving strategic initiatives and oversees day-to-day operations across hiring, team development, client experience, and project execution. With a focus on organization, collaboration, and continuous improvement, Kelli helps ensure that both the team and clients have the support and structure they need to thrive.

Kelli has a bachelor’s degree in communications and public relations from Pacific Lutheran University.

Kelli lives in Colorado Springs, Colorado, with her husband, Ian, who is an officer in the U.S. Army, and their two sons, Zachary and Cameron. When she’s not working, you can find her on the sidelines cheering her sons on in their sports, enjoying a pilates class, immersed in a novel, or being an active member in her church community.

Hugo Fernandez CEO of Indigo Marketing

Hugo Fernandez

CEO
Whispering Pines, North Carolina
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Leading the Indigo team with heart, Hugo Fernandez is passionate about helping our financial advisors attract a flood of their A+ clients with sustainable marketing campaigns. He enjoys running companies that are wildly successful and wearing a black t-shirt every day of his life. When his two favorite things come together, you have an average day at Indigo.

Hugo Fernandez is also CEO of Indigo’s partner company, Just Digital, and author of The Client Acquisition Blueprint. He has personally helped hundreds of entrepreneurs grow their business through his proven blueprint for creating an EPIC marketing strategy and online presence.

Claire Akin

Claire Akin

Founder
San Diego, California
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Claire Akin founded Indigo Marketing Agency with the mission to help financial advisors leverage marketing to grow their businesses. As a former Investment Advisor Representative and proud daughter of an independent advisor, she’s seen first-hand the value advisors bring to their clients and community. Claire transferred ownership of Indigo Marketing Agency to Hugo Fernandez in 2022 to spend more time with her family.
Indigo Marketing Team Amanda Bicknese

Amanda Bicknese

Account Manager
Colorado Springs, Colorado
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Amanda wears a few hats at Indigo, bringing value to the team by creating custom social media posts for advisors, assisting with the onboarding process of new team members, and tackling behind-the-scenes team tasks. She loves to collaborate with our amazing clients and supportive team members.

Born and raised in Fort Myers, Florida, Amanda holds a bachelor’s degree in English Literature from the University of Central Florida and a master’s degree in education from North Carolina State University. She worked as an educator for about a decade before pivoting to a career in writing and marketing. Amanda currently resides in Colorado Springs, Colorado, with her two children, Mikayla and William, and dog, Daisy. When she’s not reading or writing fiction in her spare time, Amanda enjoys hanging out with family, hiking, trying new foods, and traveling.

Kaitlin Thornal

Account Manager

Fort Moore, Georgia
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Kaitlin Thornal helps clients onboard as they begin their marketing journey with Indigo, and she loves meeting new people and learning new things. She holds a Bachelor of Arts in Journalism and Mass Communication/Public Relations, International Studies, and a minor in French from the University of North Carolina at Chapel Hill, as well as a Master of Arts in Communication and Leadership Studies from Gonzaga University.

Kaitlin was born at Fort Lewis, Washington, but she moved around a lot growing up, spending the most time in North Carolina. She now resides in Fort Moore, Georgia, with her husband, Mason, and their four children, Caroline, Mason, Jack, and Bo. Kaitlin’s favorite place to live has been Europe (Italy, Ireland, and Belgium) and she would go back in a heartbeat! In her spare time, she enjoys long-distance running, reading, and spending time in the mountains of western North Carolina.

Teresa Sanchez

Account Manager
Tucson, Arizona
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Teresa Sanchez brings dedication and expertise to her role, thriving on supporting clients with their business goals and growth and finding great satisfaction in seeing the positive impact her work has on their success. She holds a Bachelor of Science in Business Administration with a focus on marketing from the University of Arizona. Teresa’s education and experience fuel her passion for helping financial advisors implement effective strategies to grow their businesses.

Originally from Indiana, Teresa Sanchez now lives in Arizona with her husband, their two teenagers, and three beloved dogs. Outside of work, she enjoys traveling to new destinations, practicing yoga, and tackling challenging puzzles. Whether she’s helping clients reach their goals or spending quality time with her family, Teresa brings enthusiasm and dedication to everything she does.

Lauren Ward

Website Project Manager
Colorado Springs, Colorado
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Lauren Ward helps financial advisors bring their ideas to life through custom website projects. With a degree in psychology and specialized training in web design and development, she combines her technical expertise with strong communication skills to guide projects smoothly from kickoff to launch. Lauren enjoys collaborating closely with clients, translating complex needs into clear solutions, and making the process as smooth as possible. What she enjoys most is seeing clients’ visions take shape and knowing she played a role in creating a website that reflects their firm’s unique identity.

Originally from Gainesville, Florida, Lauren now lives in Colorado Springs with her husband and two sons. When she’s not managing web projects, you can find her lifting weights, tending her garden, skiing the slopes, or painting landscapes. She enjoys creative outlets that balance her professional life and fuel her problem-solving mindset.

Amy Davis

Account Manager
Golden, Colorado
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Amy Davis draws on her deep experience in financial services and credit unions to help clients uncover fresh, exciting marketing opportunities. With a degree in English literature and an MBA in marketing from the University of Denver, Amy loves blending creativity with strategy to deliver results that make a real impact.

Originally from Southern California, Amy now lives in Golden, Colorado with her husband and their four kids. When she’s not brainstorming marketing ideas, you’ll probably find her on roller skates (she once played roller derby), out hiking Colorado’s trails, or tinkering with a new woodworking project.

Ashley Necessary

Marketing Assistant
Fort Benning, Georgia
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Ashley Necessary brings a passion for creating clear and consistent messaging to the client onboarding process. With a Bachelor of Science in Business and Communications from Liberty University under her belt, she enjoys using her skills to help financial advisors make a strong first impression.

Originally from Slidell, Louisiana, Ashley now resides in Fort Moore, Georgia, with her husband and their three active sons. Outside of work, she loves staying active with group fitness classes, volunteering at her kids’ school and church, and cheering on her favorite teams at all kinds of sporting events.

Alyssa Andreadis

Account Manager
Coopersburg, Pennsylvania
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Alyssa brings warmth, creativity, and 25 years of marketing experience to her role. She’s passionate about building genuine relationships with clients—going beyond surface-level check-ins to truly understand their goals and help their businesses thrive. Alyssa loves helping advisors amplify the great work they’re already doing in a way that feels authentic and lasting.

Originally from New Jersey, Alyssa holds a bachelor’s degree in corporate communications with minors in journalism and business from Susquehanna University, as well as a master’s degree in integrated marketing communications from West Virginia University.

Outside of work, Alyssa is a proud single mom to three teenagers—one of whom is off to college at the University of South Carolina. Her busy household also includes two dogs, two cats, and plenty of laughter. When she’s not guiding clients or cheering on her kids, you can find her knitting, baking, hiking, writing flash fiction, crafting posts for her blog, or taking a well-earned brain break with some reality TV. She thrives on blending creativity, strategy, and personality to help clients hit their goals and build something that truly lasts.

Indigo Marketing Team Mike Funkhouser

Mike Funkhouser

Advertising Specialist
Tampa, Florida
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Mike Funkhouser is a growth-driven entrepreneur and marketing strategist with over 10 years of experience helping businesses scale. He specializes in website design, SEO, and paid advertising, combining creative strategy with operational efficiency to drive meaningful results. Mike is passionate about building systems that simplify growth and empower business owners to focus on what they do best.
Indigo Marketing Team Oleksii Pashyn

Oleksii Pashyn

Web Developer
Torino, Italy
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Oleksii Pashyn has a passion for turning ideas into fully functional, polished websites. For him, the creative journey—starting from a blank canvas and transforming it into a seamless digital experience—is what makes his work so rewarding. With a background in software engineering, he thrives on problem-solving and crafting sites that blend both form and function.

Originally from Ukraine, Oleksii now lives in Torino, Italy, with his family. When he’s not coding, he enjoys scale modeling, traveling, and the thrill of high-speed driving. Above all, he values freedom and the ability to create without limits.

Indigo Marketing Team Briana Ortega

Briana Ortega

Client Service Coordinator
Torrance, California
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Bringing a strong background in marketing analytics and client relations, Briana Ortega supports the team by ensuring a seamless experience for clients, helping to keep projects organized, and contributing fresh ideas. With a master’s in marketing analytics from Long Beach State and a bachelor’s in communications & business administration from San Francisco State, Briana combines data-driven insights with creative strategy to enhance Indigo’s marketing efforts.

A California native, Briana was born and raised in Torrance, where she still lives today. She’s the oldest of three siblings and always up for trying something new—whether it’s a different cuisine, a travel destination, or a new hobby. A dedicated runner, blogger, and avid reader, she also has a deep love for music, from EDM to hard rock and country. Some of her favorite artists include Lainey Wilson, Korn, and Kaskade, and she’s always open to new playlist recommendations!

Indigo Marketing Team Kayla Whited

Kayla Whited

Account Manager

Scottsdale, Arizona

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Kayla Whited brings over 15 years of dynamic marketing experience to the Indigo team, specializing in strategic content creation, brand messaging, and growth-driven marketing solutions for clients in the financial services and healthcare industries. Her expertise lies in developing innovative campaigns that drive engagement, build brand equity, and deliver measurable results.

Kayla was raised in Seattle, Washington, but moved to Arizona to pursue her Bachelor of Science degree at Arizona State University. Falling in love with the warm climate and beautiful landscape, she now lives in Scottsdale with her husband, two daughters, and two miniature dachshunds. Outside of work, she enjoys staying active with workouts, discovering new local restaurants, reading, and spending as much time as possible outdoors.

Indigo Marketing Team Noelle Webster

Noelle Webster

Client Service Coordinator
Carlsbad, California
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Joining the Indigo team with over a decade of experience in social media and marketing, Noelle Webster brings her creative energy to every project. In her role, she supports Account Managers by designing engaging social media graphics, copywriting, video editing, and scheduling posts, all while helping to bring innovative ideas to life. Noelle graduated from San Diego State University with a bachelor’s degree in hospitality and tourism management with an emphasis in event operations. Her journey from working in professional sports to running her own e-commerce business sparked her passion for digital marketing, which she now shares with Indigo clients.

Originally from Morgan Hill, California, Noelle now lives near the beach in Carlsbad, California, with her husband, their son, and their sweet Cavalier King Charles Spaniel, Obi. An avid fiction reader and sourdough baker, she enjoys making fresh bread for her family each week and unwinding with a good book. In her free time, Noelle can often be found exploring San Diego’s beautiful beaches and outdoor spots with her family.

Indigo Marketing Team Sarah Harding

Sarah Harding

Website Project Manager
Park City, Utah
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Sarah Harding manages the development and delivery of websites for Indigo Marketing Agency, ensuring every project runs smoothly and reflects the unique identity of each financial advisor. With a background as a psychology professor and mental health practitioner, Sarah brings exceptional communication skills and a deep understanding of client needs to her role. What she loves most is seeing clients’ excitement when their new website goes live or a marketing campaign has exceptional success.

After 16 years in the digital marketing industry, Sarah’s expertise is matched by her passion for helping businesses thrive. Originally from Iowa, she now lives in Utah with her three daughters. Outside of work, she enjoys skiing, biking, hiking, cooking, and hosting gatherings, balancing her professional drive with an active and fulfilling personal life.

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Samantha Triglia

Marketing Assistant
Queens, New York
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In her integral role, Samantha Triglia schedules social media posts, deploys email campaigns, and updates Google Business Profile pages for clients’ new blog posts. She also assists with lead generation/tracking and other administrative tasks. Helping out wherever she’s needed, Samantha appreciates the opportunities she has to learn and grow in her position. She says, “I love being a part of the team, especially when content deployment involves many moving parts and collaboration to get done and ready to go.”

A former teacher for 14 years, Samantha holds a Bachelor of Arts in Childhood Education from St. Francis College in Brooklyn, New York. She also holds a Master of Arts in Middle School Earth Science Education from CUNY Brooklyn College and a Master of Science in Educational Administration and Leadership from the University of Scranton. (Yes, TWO master’s degrees!) While in college, Samantha was the assistant to the Chief Compliance Officer of a brokerage firm on Madison Avenue in New York City for high-net-worth individuals and families, so she’s quite familiar with the types of clients Indigo serves.

Born and raised in Brooklyn, Samantha currently lives in Rockaway Beach in Queens, New York (the place the Ramones song is about!), with her husband, Matt (a Navy veteran and currently a New York City Firefighter), and their three sons, Matthew, Thomas, and James. Outside of work, Samantha enjoys spending time with her family riding bikes on their neighborhood boardwalk and going to the beach. They love to travel, including yearly family trips to Hershey, Pennsylvania, and Universal Studios in Florida (they’re big Harry Potter fans!). Samantha also stays active exercising and playing on a women’s softball team and a co-ed beach volleyball team with her husband.

Indigo Marketing Team Nicole Goosen

Nicole Goosen

Marketing Assistant
Jacobsdal, Freestate, South Africa
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Originally from Roodepoort, Gauteng, South Africa, Nicole Goosen brings a diverse skill set and a global perspective to her role at Indigo. She thrives on new challenges, values continuous learning, and is dedicated to making a meaningful impact for financial advisor clients. Nicole holds certificates in business management, accounting, virtual assistance, transcription, video captioning, and has completed a digital marketing course. As the digital world continues to evolve, she is committed to further expanding her knowledge and expertise.

Based in Jacobsdal, Free State, Nicole enjoys spending time with her husband, WJ, and their daughter, Emma. Her career as a virtual assistant has allowed her to work with clients in the U.S. and UK, building lasting professional relationships and friendships around the world.

Ethan Roberson

Website Project Manager
Raleigh, North Carolina
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Ethan Roberson is responsible for overseeing the development and management of various web projects, and his role involves ensuring smooth communication between teams and delivering high-quality, user-friendly websites. What Ethan enjoys most about his role is the opportunity to bring websites to life. As a self-taught web developer, he’s always been passionate about solving problems and building websites that make a difference. Ethan obtained an associate’s degree in business administration, but taking on a full-time role in digital marketing and web development shaped the path he’s on today.

Originally from a small town called Kittrell, NC, about an hour north of Raleigh, Ethan grew up in a quiet, rural area surrounded by farmland, which gave him an appreciation for simplicity. In his free time, he loves staying active and exploring the outdoors. Whether it’s playing golf, disc golf, shooting hoops, or flying his drone, he finds joy in activities that keep him connected to nature.

April Light

Account Manager

Orange County, California

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April Light brings a passion for thoughtful strategy, seamless project management, and compelling brand storytelling to every client engagement. She loves building strong relationships with clients, learning what makes each advisor unique, and finding creative ways to elevate their brand presence and reach. April thrives on helping clients show up with clarity and confidence, from guiding projects from concept to completion to brainstorming fresh ideas.

April studied Business Economics and Psychology at the University of California, Santa Barbara, giving her a strong foundation in both analytical thinking and human behavior—skills she uses daily in her work. Originally from Orange County, April now lives in Ladera Ranch, California. Outside of work, she enjoys fashion, home styling, traveling, running, spending time at the beach, and discovering great food. Most of all, she loves supporting her three amazing kids, who keep her laughing, grounded, and constantly on the go.

To get in touch with April, email [email protected] or connect with her on LinkedIn. https://www.linkedin.com/in/aprilclight/

Celena Cavala

Account Manager
Nashville, Tennessee
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A storyteller at heart, Celena thrives on crafting strategies that help clients connect authentically with their audience. With over 15 years of experience in marketing management, she excels in helping clients tell their unique stories and reach the right people.

Celena studied ballet choreography in Florence, Italy, and the Danish language in Copenhagen. Originally from Nashville, TN, she has also lived in Florence, Paris, Dublin, and Copenhagen, making her fluent in Danish and Italian—though she rarely uses these languages in Nashville!

When she’s not crafting compelling marketing strategies, Celena enjoys spending time outdoors with her rescue pup, Ollie, and her boyfriend, chipping away at her fiction trilogy, and indulging in plant-based cuisine. Celena also loves visiting her mom, sister, and nieces, who all live nearby.

Jordan Pinelli

Account Manager
Denver, Colorado
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A born strategist, Jordan always starts with “why” when brainstorming marketing tactics with her financial advisor clients. With recommendations rooted in data and industry best practices, she loves growing advisors’ awareness of their strategies’ positive impact on their business.

Jordan obtained her bachelor’s degree in business administration (with an emphasis in marketing and management) and her master’s in communication and media management from Colorado State University. Before joining Indigo, Jordan already had 6+ years of financial services experience and 8+ years of marketing/project and campaign management experience under her belt—making her a powerhouse addition to the team! Outside of strategizing for her advisors, Jordan’s hobbies include pottery, hiking (when she’s in shape), and ordering delivery or takeout. She is happily married to her husband, Max, and a dedicated dog mom to her oversized golden retriever, Kai.

Indigo Marketing Agency Joshya Yanson

Joshua Yanson

Web Developer
Negros Occidental, Philippines
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Joshua spends his days developing client websites, implementing automations, and troubleshooting website issues. He enjoys the challenge of working with websites while simultaneously learning new tips and tricks to optimize them for maximum efficiency.

Originally from Pulupandan, Negros Occidental, Philippines, Joshua holds a Bachelor of Science in Information Technology, and in his free time enjoys playing computer games and watching anime and movies.

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Melanie Valdez

Account Manager
Vancouver, Washington
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With her marketing expertise, Melanie Valdez leaves no stone unturned when helping clients hone their marketing strategy. She loves interacting with clients and brainstorming new ideas to enhance their marketing results. No two days are ever the same, and that’s the way Melanie likes it!

Melanie holds a bachelor’s degree in psychology from Western Washington University as well as an MBA from Western Governors University. When she’s not rocking her role at Indigo, she enjoys cooking (trying out new recipes every week), painting, and discovering new restaurants with friends. She and her husband, Dat, love to travel and go on walks with their dog, Brutus, a pomeranian-chihuahua whose personality is definitely not proportionate to his small size!

Profile picture of our account manager Adam Spera.

Adam Spera

Account Manager
Astoria, New York
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A marketer at heart, Adam finds satisfaction when consulting, strategizing, and implementing strategies to improve his clients’ business. He specializes in organic and paid social campaigns, as well as email and SEO optimization.

Adam holds a bachelor’s degree in philosophy from the University of Central Florida and a Juris Doctor degree from Thomas Jefferson School of Law. Raised in Boca Raton, Florida, by his mom (an event planner) and dad (a private boat charter captain), Adam currently lives in Astoria, New York, with his wife, Olivia, who works in pet care. When he’s not cooking up killer marketing strategies, he enjoys role-playing games, Brazilian jiu-jitsu, and reading non-fiction and philosophy books.

Lucas Giovannetti

Account Manager
Toronto, Canada
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With a unique background that blends creativity and technical skill, Lucas Giovannetti brings a distinctive perspective to his role. He began his professional journey as a cartoonist—a creative foundation that eventually evolved into a 10-year marketing career. That artist-to-technician trajectory shapes the way he approaches client work today: with imagination, precision, and an unwavering focus on strong results. Lucas loves working with people, and he takes great pride in helping clients bring their ideas to life and see meaningful outcomes.

A Toronto native, Lucas still calls the city home, though he often travels to Rome, Italy, where half his family lives. Caught between two cultures, he draws inspiration from both and enjoys the connection they bring to his personal and professional life. Outside of work, Lucas can often be found tending to his tomato plants, lifting weights, boxing, or even learning a new language.

Hugo Fernandez CEO of Indigo Marketing

Hugo Fernandez

Chairman

Los Angeles, California
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Hugo Fernandez acquired ownership of Indigo Marketing Agency from founder Claire Akin in 2022. Focusing on strategic growth initiatives for Indigo, Hugo is passionate about helping our financial advisors attract a flood of their A+ clients with sustainable marketing campaigns. He enjoys running companies that are wildly successful and wearing a black t-shirt every day of his life. When his two favorite things come together, you have an average day at Indigo.

Hugo Fernandez is CEO of Indigo’s partner company, Just Digital, and author of The Client Acquisition Blueprint. He has personally helped hundreds of entrepreneurs grow their businesses through his proven blueprint for creating an EPIC marketing strategy and online presence.

To get in touch with Hugo, connect with him on LinkedIn.