At Indigo Marketing Agency, we’re proud of our team. Each member is a superstar in their own way, from our content coordinator, Lori (a former school administrator), to our lead writing coordinator, Pamela (a former librarian), to our team of writers (CFP candidates, former financial advisors, and CPAs).
It’s our goal to offer the highest level of service and value to our clients. But we also care about our team members, enjoy our work, and have fun together.
Meet our team now!
Growing up in the financial services industry, Claire recognized early the value financial advisors bring to their clients and their communities. Her father has been a financial advisor for over 36 years and she has worked in his firm for large parts of her life. During high school, she answered phones and did the filing of statements and prospectuses. After graduating with a Bachelor’s Degree in Economics, Claire helped her father with client service and technology systems. After earning her Master’s Degree in Marketing, she became an investment advisor representative and still runs the marketing department of his firm today.
With over 10 years of experience as a professional administrative manager, Tammy has performed a wide variety of roles in both corporate and non-profit environments. She has assisted the production of several contemporary art exhibits and managed the seating of 700+ guests at formal galas, one of which welcomed the Apollo 11 astronauts as the guests of honor. Tammy has worked with several small business owners to streamline their processes and business management. She has trained many colleagues, bosses, and friends on how to effectively manage their inboxes and calendars. She once even danced with Bill Nye the Science Guy while working aboard a ship!
Nicole is our digital marketing manager, tasked with writing daily social media posts for our advisors and getting each piece of content out on time, because marketing is only effective if it’s consistent.
Nicole is a CPA and has worked as an auditor at PricewaterhouseCoopers and with various other prestigious finance firms. She is also an IronWoman Triathlete and marathoner, as well as a successful social media professional with over 50,000 followers of her fitness blog.
Lisa graduated in 2010 with a BA in Finance from Texas A&M University and has been working as a virtual assistant since the fall of 2011. She is passionate about meeting the needs of busy entrepreneurs and small business owners who need an executive-level assistant but not a full-time employee. She enjoys all the people she gets to meet and work with virtually along the way.
Lisa is married to a U.S. Army officer and is the mother to an almost 2-year-old little girl, Madelyne, and a yellow lab, Rudder. She currently resides with her family in Fort Bliss, Texas, in the city of El Paso. When she’s not busy working or being a mom, she enjoys binging Netflix, shopping, and volunteering to support other military spouses and families.
From a young age, Pamela’s father instilled in her the value of personal finance. He taught her how to budget and save as well as the importance of having a plan and relying on those with expertise to help her on her financial journey. When Pamela entered college, she toyed with the idea of a business degree, but opted to go the research and writing route instead, obtaining a Bachelor of Arts in History with a minor in English, and a Master of Library and Information Science. She is passionate about researching and evaluating information and finding ways to pass that knowledge on to others. She loves that she can merge her interest in finance with her training in research and writing.
Outside of work, Pamela spends most of her time with her wonderful husband and two beautiful daughters. When she’s not busy with her girls, you can usually find her engaging in some sort of exercise, sitting with her nose in a book, baking a new treat, or planning getaways and fun activities for her family.