What Do Advisors Say About Working With Us?

At Indigo Marketing Agency, we’ve had the pleasure of working with some of the best independent financial advisors across the country. We’ve helped them hone their marketing message, grow their business, and attract more clients they love. It’s always gratifying to help them accomplish their goals.But don’t just take our word for it. Watch the videos below for some real-life Indigo Marketing Agency reviews.

How We Helped Richard Riva Strategically Outsource His Marketing

Richard Riva was referred to us by LPL’s marketing group because he needed help expanding his firm’s capabilities. Since then, we’ve helped him create his yearly marketing calendar, deploy all his blog posts, and manage his social media accounts. Richard says, “We need partners in our business—especially partners who specialize in areas we don’t. Indigo is really good about bringing ideas back to us for how can enhance our message. It’s this collaborative effort that we find the most valuable.” 

How We Helped Trent Derrick Get His Time Back

Trent Derrick first came to us because he needed help with time management. As a solo practitioner and financial advisor, his clients demanded most of his time, yet marketing was taking up a large chunk of his day. He needed a group of professionals he could outsource to, and that’s exactly what he found with Indigo. Trent says, “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.” 

How We Helped Novi Wealth Partners Find Consistency In Their Marketing Message

Novi Wealth Partners knew they needed to be consistent with their marketing, but as a small team of eight, they were all stretched too thin to do it themselves. They were drawn to Indigo Marketing Agency because we’re specifically for financial advisors. They knew they wouldn’t have to worry about the content we produced for them and whether it resonated with their audience. 

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How We Helped Michael Allen Stay In Front Of Clients During COVID-19

Michael’s been in the business since 1998. He’s a financial advisor at heart and loves that Indigo gives his marketing structure and consistency so he can focus on doing what he does best — serving his clients. He’s worked with us for several years, but he especially appreciates the way we helped him stay in front of clients when markets were going crazy during COVID-19. 

How We Helped Angela Dorsey Build Her Online Presence

Angela Dorsey started out creating her own monthly newsletters but found it difficult to keep up after her firm started growing. That’s when she found Indigo Marketing Agency. Fast-forward to today, and Angela says her newsletters still sound like they’re coming directly from her, but she no longer has to spend the time and energy on them herself. She’s also getting more hits on her website, visitors are staying longer, and prospects are finding her first. She credits Indigo for helping her rank higher in search results and get seen online. 

How We Helped Frank Legan Tell His Firm’s Story

Frank Legan of Cedar Brook Group came to us because he needed help telling his firm’s story. He had told it a million times to prospects one-on-one but had a hard time articulating it online. He wasn’t in a position to hire someone full-time, so he started looking for an expert he could partner with. Frank says Indigo Marketing Agency was super easy to work with and always on the ball. We’ve been great partners in helping him create a schedule for what he wants to say and when he wants to say it. 

How We Helped Darren Wurz Find More Time To Serve His Clients

Before Indigo Marketing Agency, Darren Wurz was spending hours every week trying to design and write emails on his own (a real struggle, he admits). Indigo has taken that off his plate, giving him more time to focus on his practice and keeping his clients happy. He has peace of mind knowing we’re on top of his marketing and are working hard to make him look professional and polished online.  


How We Helped Ricky Biel Stand Out From The Competition

Ricky’s been working with Indigo Marketing Agency for over five years now. He initially came to us because he needed help developing his online voice and standing out from the competition. Since then, we’ve helped Ricky do everything from building a consistent blog and sprucing up his website to generating ideas for webinars and new marketing channels. He’s gotten more visibility online and in his community since working with us. He loves that he’s able to educate clients and prospects on what they do and how they help in a unique way. 

How We Helped Kevin Boutwell Create a Cohesive Marketing Strategy

Kevin Boutwell knew his firm’s marketing strategy was inconsistent—and he knew his team lacked the resources and experience to do it on their own. Since partnering with Indigo, we’ve helped build the firm’s brand, create a cohesive and consistent marketing strategy, and focus messaging to promote advisors’ specific services. Kevin says, “Indigo makes our lives easier by coaching us through all facets of marketing. They understand and help highlight our differentiating factors to clients and prospects, overall improving our messaging. We want to be the trusted point person to help shape our clients’ financial solutions, and we consider Indigo to be our trusted resource for our marketing solutions.”

Responses From Our Recent Client Satisfaction Survey

What do you value most about our services?

In your own words: What does Indigo do for you?

What Our Clients Are Saying

Kathleen CoteJim Callens
GLH&C Financial Services

I want to thank you for the outstanding work Indigo Marketing has done for my business. I believe I started with Indigo a little more than a year ago. I was skeptical for a while, I was concerned whether it was making a difference for my business and the bottom line. 

Beginning in the 4th quarter of 2020 I began seeing an increase of referral business. Mostly from my existing clients, but also from individuals I added to my marketing campaign.

This last quarter – Q1 2021, I have gathered more assets under advisory than any year I have been an advisor! My GDC is up 53% from same time last year! Granted this is only one quarter, but I am looking forward to an outstanding year!

The quality of the referrals have been excellent — the kind of people I like to work with — friendly, hardworking, intelligent, and rewarding to have as clients. All A+ clients!

My account manager is excellent to work with, always listening to my suggestions, keeping me focused, and getting the articles done for me.

Claire, thank you for everything your team has done. I couldn’t be happier with the results!!

Donald AlbachAntonio V. Porretta 
Blackbridge Financial  

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.
If you’re an LPL advisor considering Indigo, my advice is to commit to it. You can’t afford not to do it!

Donald AlbachDonald Albach
Millstone Financial Group

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!

Kathleen CoteKate Cote
Red Clover Financial Planning

Deciding to work with Indigo Marketing was one of the best decisions I made in 2019. Thanks for all you do to make me and my firm stand out.

Financial Advisors

Bryan Lee
Strategic Financial Planning

As financial advisors, we often encourage clients to turn to experts when they don’t have the time or resources to do something themselves. We thought this made sense for us to do as well. Not only did we want Indigo’s expertise, but we felt doing our own marketing wasn’t a good use of our time considering all that we have on our plate when it comes to helping our clients.


Jere Smith
PointWealth Management Financial Advisors

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.


Philip A. Board MSFS, CFS

Financial AdvisorsSince we have started working together on my content marketing strategy, I’ve noticed some strange things happening. While I can’t point to one blog post or email that caused a new referral or lead, I’ve noticed more awareness of what I do and how I help my clients.

On Facebook, I’ve been getting private messages saying, “Can we set up a time to talk?” While I was riding my bike with my cycling group, a woman I’ve known for years said she needs to set an appointment. She ended up investing over $1 million with me.

The common thread is that I’m connected to these folks on social media and they’re seeing my posts. Some people read my blog posts and updates and ask how I’m able to get all this marketing done. They know that it’s custom and personal, but they also know I’m very busy. It’s great to have my network become more aware of how I can help and to make it easier for people to find me when they need help.


Financial AdvisorsKevin Brown
Gateway Financial Advisors

Every time we send out an email, we get a few new leads. One business owner sent me an email to set up an appointment to review his 401(k) and another acquaintance requested a phone call after seeing my posts on Facebook. This afternoon, I received an email from a lawyer looking to set up a retirement plan for their law firm. I don’t know if it’s a coincidence or not, but last month I had the best month in my career, so I am looking forward to the future.


Leslie Coulson

Financial AdvisorsWe want to give you props for the Social Security Workshop. We had 25% of our attendees come from either LinkedIn or Facebook. Had a fantastic turnout; 41 people showed up and 10 of them from the marketing you created and pushed out. Thank you!


Financial AdvisorsEmber Martin
Vested Wealth Advisory

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!



Financial AdvisorsTodd Calamita
Calamita Wealth Management

I hired Indigo because I wanted to take a more coordinated and systematic approach to my marketing efforts. Indigo was already recognized in the advisor community as a firm that produced results, understood how advisory firms work, and knew the challenges we face, so I decided to try them out.

Unlike other marketing firms that start out at thousands of dollars a month, Indigo made it affordable to get started. They offered a la carte items as my budget permitted, which gave me a chance to try them out without breaking the bank.

I love working with Indigo because they’re nice people who genuinely want you to succeed. They also have a team of in-house marketing and content professionals that would be very difficult and costly (financially and from a time perspective) for me to build out myself.

One major benefit of working with them is their expertise in crafting well-written customized articles and blog posts. Writing content is the last thing I want to spend time on nor is it something I’m especially skilled at. However, I’ve come to realize that this customized content is at the center of any marketing campaign. The benefit of working hand-in-hand with Heidi to help me craft my 12-month content calendar has been invaluable.

I also love that they take care of all of my social media posts on a regular basis (at least 3x a week). This is something that could easily be a time suck for any advisor and is well worth the minimal cost to delegate to a professional.

If you’re an advisor looking for a marketing firm, try Indigo out for at least 6 months. It’s a very affordable way to jump-start your marketing efforts.


Claire Akin

San Diego, California
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.

Amanda Laskey

Account Manager
Pittsburgh, Pennsylvania

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.

Hugo Fernandez

Whispering Pines, North Carolina

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.

Kelli McLeod

Director of Client Services
Colorado Springs, Colorado

Kelli McLeod plays an integral role at Indigo while overseeing the Account Services Team, providing customer service, getting financial advisors onboarded and in serving as their primary point of contact during that process. Her team looks to her for her leadership and decision-making abilities For Kelli, the most rewarding part of this role is working with clients one-on-one to ensure they’re happy and that their needs are met.

Kelli has a bachelor’s degree in communications and public relations from Pacific Lutheran University. More recently, she’s done extensive work in the corporate housing and property management industries.

Kelli currently 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 running or hiking, attending group fitness classes, and cooking. Kelli’s also an avid book club enthusiast, so be sure to reach out to her if you’re looking for a new read.

Sara Dressler

Director of Operations
Whispering Pines, North Carolina

Sara Dressler manages all systems and operating processes while overseeing several departments. Sara is responsible for supervising many activities within Indigo and identifying areas of improvement to better meet company goals. She functions as the bridge connecting management to every department.

Sara has a bachelor’s degree in business administration and a minor in communications from Pacific Lutheran University. She leverages this degree, along with her years of experience as a virtual assistant, to keep our company running like a well-oiled machine. Sara is happiest when spending time with her family. Her three young boys and life as a military spouse keep her busy, but she wouldn’t trade it for the world. She lives an active lifestyle and loves working out, getting outside, and watching sports with her family (whether it’s on TV, at her kids’ games, or in the backyard).

Elizabeth Reider

Director of Marketing
Clearwater, Florida

Elizabeth Reider is a woman of many talents. She spent 10 years as a Chief Marketing Officer for a top-level independent financial advisor, and since her entry into financial services, she has networked and become friends with many advisors. Elizabeth admires their empathy, knowledge, and passion for their work, and has seen how independent advisors are more than professionals providing investment and planning advice; they are trusted confidants, life coaches, and guides. Over time, they become a part of their clients’ extended family—and she loves coming alongside that. (Check out this video to hear directly from Elizabeth about why she loves working with financial advisors.)

As Director of Marketing, Elizabeth helps get the word out about how partnering with Indigo can take an advisor’s marketing to the next level and beyond to grow their business and increase their productivity.

Elizabeth earned her bachelor’s degree in management information systems from the University of South Florida Muma College of Business. She also holds a life, health, and variable annuity license, which gives her a special understanding of the many products and services advisors offer. Originally from Clearwater, FL, Elizabeth loves to travel and has visited 12 countries, including extended visits to eSwatini, Africa, to visit family and assist with humanitarian relief programs. She has seen firsthand how independent financial advisors are providing advice to their clients that outpours into the lives of their own families, staff, community, and sometimes across the globe. When she’s not working, Elizabeth enjoys attending orchestral and theater productions with her husband, David, and taking their son, Julian, to art museums, as well as family evenings in the backyard playing baseball with her son and shih-tzu poodle, Wrigley. She is also an active participant in overseas humanitarian work—using her skills to make a difference in the lives of others.

Katie Cress

Digital Marketing Consultant, Sales & Client Strategist
Cincinnati, Ohio

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.

Lori Koepke

Account Manager
Boise, Idaho

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.

Heidi Wilson

Account Manager
Fort Knox, Kentucky

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.

Jillian Segrue

Account Manager
Columbus, Georgia

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. Jillian enjoys building unique relationships with each of her clients as she uniquely 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. Originally from Rochester, NY, she currently lives in Columbus, GA, with her husband, Tim (an Army captain), daughter, Macie, son, Henry, and two cats. As a military spouse, 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, Jillian loves to read, shop, and go running outdoors (just not in the Georgia heat!).

Beverly Anderson

Account Manager
Portland, Oregon

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.

Adrian Bachini

Web Developer & Tech Support
Manila, Philippines

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!

Kasey Yhap

Account Manager
Ellicott City, MD

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.

Dan Corcoran

Account Manager
Madison, Wisconsin

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.

Anne Wheeler

Marketing Assistant
Cincinnati, Ohio

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.

Lisa Gaines

Content Deployment Manager
Fort Hood, Texas

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.

Jennifer Farrior

Lead Writer & Proofreader
Louisville, Kentucky

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.

Sarah Robichaud

Social Media Manager
Rochester Hills, Michigan

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.

Peter Wardenaar

SEO Specialist & IT Lead
Cali, Colombia

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.

Kourtney Kearney

Tech Support
Antelope, California

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.

Hugo Fernandez

Los Angeles, California

Hugo Fernandez acquired ownership of Indigo Marketing Agency from founder Claire Akin in 2022. Leading the Indigo team with heart, 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 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 businesses through his proven blueprint for creating an EPIC marketing strategy and online presence.

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