If your social profiles are empty, generic, or just contain automated links, AI search tools will pass you by and recommend your competitors instead. Watch to learn the new rules of social media positioning and how to turn your profiles into a free, AI-driven client acquisition engine.
The campaign was ready. The content was strong. Then it went to compliance and never came back. Advisors working with general marketing agencies know this story. Weeks of work stalled by a revision cycle that grinds momentum to a halt. The marketing for financial advisors that actually reaches clients is built around compliance constraints from the start, not patched to fit them afterward. That distinction is the whole ball game.
So, you’ve developed your financial advisor marketing strategy and started posting content. Now what? How do you know if what you’re doing is working? In this article, we explore the 16 critical marketing KPIs financial advisors should be tracking and discuss how you can use the results to make data-driven decisions about your marketing strategy.
When advisors say they cannot afford to invest in marketing, Michael Kitces’ research has a straightforward answer: They already are. Kitces Research surveyed over 800 advisory firms and found that the average firm allocates about 10 to 11 percent of revenue to marketing once you count not just hard-dollar vendor spend, but also the cost of advisor time spent on business development. At $1 million in annual revenue, that is $100,000 to $110,000 a year.
Affluent clients are looking for a financial partner who gets them. Someone who can help navigate complexity, preserve wealth, and plan for the future with clarity. Your digital presence either reinforces that you’re the “one”… or it raises doubts.
At Indigo Marketing Agency, we offer an all-in-one marketing solutions built exclusively for financial advisors. From your website to your next client consultation, we manage the entire journey with proven strategies tailored to the financial industry.
Most advisors start thinking about year-end growth in September. By then, the projects that would have filled that pipeline needed to start three months ago. Here’s the real math behind every major marketing channel—and what a July decision actually makes possible.
Many financial advisory firms plateau between $75M and $150M AUM. The culprit? Relying entirely on referral marketing, which isn’t predictable or scalable at this level. To break through the $100M ceiling, you need a “second engine”—a structured system that attracts and converts high-net-worth prospects automatically. Discover how one firm added $9M in organic AUM in just 10 months.
Jammie Avila built Cornerstone Wealth Management to nearly a billion dollars in assets under management. The hardest part wasn’t getting there, it was figuring out that the habits that got him to $100 million in new assets per year were the same ones holding him back from going further. In this video testimonial, Jammie shares the full story.
Most independent financial advisors scaling past $100M in AUM hit the same wall. Their marketing for financial advisors isn’t failing because of the people they hired. It’s failing because no single person owns the strategy.
Financial advisors, I bet there’s a sticky note on your monitor. It has a content idea on it. Maybe it’s “PA inheritance tax on an
When you hire a marketing agency for financial advisors, month 1 is all about foundation. Month 2 is when your visibility starts to grow. Month 3 is when the system begins compounding. The sequence is important to understand from the start so you can stay the course long enough to see real results.
One-off leads expire, but systems compound over time. Stop burning your marketing budget on unscalable lead sources and start building an infrastructure that converts. Watch the video to learn the difference.
Twelve months. That’s how long it took for a webinar registrant to turn into a $15 million client. While most advisors give up on cold leads by month 4, a consistent nurture system keeps working behind the scenes.
At Indigo, we’ve built lead magnets that have generated thousands of downloads for financial advisor clients across the country. We’ve also studied which ones convert into booked calls and which ones sit in people’s inboxes. One of those strategic lead magnets, paired with a website built around a specific ideal client, helped a Pennsylvania RIA land a $5 million AUM client directly from their website.
Most advisors blame the platform when leads do not convert quickly. The real issue, in almost every case, is a gap in follow-up, not ad performance. The story plays out the same way across dozens of practices. An advisor runs ads for a few months. A handful of people click. A few book calls. The pipeline goes quiet. The conclusion arrives fast: Facebook does not work for financial advisors. The conclusion sounds reasonable. The diagnosis is wrong.
About 60% of searches now start with AI tools instead of Google. Prospects are opening ChatGPT and asking things like “Who’s the best fee-only advisor for physicians near me?” and “Best retirement planning specialist for tech executives in Austin?” ChatGPT doesn’t return ten links. It returns three to five names, with specific reasons why each one is a good fit.
Referral marketing for financial advisors is consistently mistaken for a growth strategy when it’s really a relationship dividend. It comes when it comes, and it stops when your clients get busy, move, or simply aren’t in financial conversations right now. The slow quarter isn’t a fluke. It directly mirrors the social calendars, life transitions, and attention bandwidth of your existing client base. When they go quiet, your inbound goes quiet with them. That’s not a referral problem, it’s a structural problem.
Typically agency calls are structured around a sale, not a diagnosis. The advisor shows up hoping for insight and gets a capabilities presentation instead. The format gives it away. An agency with a fixed pitch doesn’t need to understand your specific business. They just need enough time to move from “Tell me about yourself” to “Here’s our pricing.” You walk away with a proposal but no clearer picture of what’s actually wrong with your marketing. At Indigo, we built our strategy call around a different question: What does this specific advisor actually need?
Are you a financial advisor trying to stand out online? The competition is stiff. In 2026, the competition is only growing—with more independent financial advisors moving into the field and AI-powered search fundamentally changing how prospects find and choose their advisor. That’s why you need to focus on the top digital marketing strategies that are proven to get results of bringing in new clients of your financial services.
McKenzie Skelton loves the dynamic balance of creativity and organization that comes with supporting clients and keeping behind-the-scenes operations running smoothly. She enjoys the variety of daily projects that allow her to help both the team and advisors thrive.
McKenzie earned her Bachelor of General Studies with an emphasis in business from Brigham Young University. Originally from Pleasant Grove, Utah, she splits much of her time between northern Utah and southern Utah near the national parks. Outside of work, she loves to travel (France, South Africa, and Australia are among her favorite destinations) along with cooking and spending time with her family.
In his role, Sia Hajizadeh thrives on curiosity, testing new digital tools, and finding innovative ways to refine workflows across the team. He brings a diverse, cross-industry background in operations management across fashion, retail, hospitality, and photography, as well as past experience as a registered representative in the financial services sector. Sia loves diving into hands-on problem-solving to determine which systems genuinely elevate the team’s work and streamline client strategies.
Sia studied communication studies at California State University, Long Beach, and earned associate degrees in both communication studies and photography from Santa Monica College. Born in Tehran, Iran, he has called Los Angeles home for over two decades. In his free time, Sia enjoys hiking, playing soccer, photography, reading, and spending quality time with his wife, Brianna, and their dog, Olive.
In her role, Jennifer Scorpo loves building strong client relationships, developing growth strategies, and helping businesses see measurable results. Born in the United States and raised in Bolivia, she developed a unique multicultural perspective from an early age. With parents from Brazil and Italy and experience living in several countries, Jennifer infuses her work with a global perspective and a deep appreciation for diverse experiences. For Jennifer, the most rewarding part of her role is the dynamic blend of strategy, creativity, and collaborative problem-solving that comes with partnering closely with clients to help them reach their goals.
Jennifer earned her Bachelor of Science in Marketing from Florida State University, with a specialization in International Marketing. True to her values, she prioritizes meaningful relationships, continuous learning, and bringing a positive, collaborative approach to both her personal and professional life. Today, she resides in Austin, Texas, with her husband, Ignacio, and is a proud girl mom to their two daughters, Gianna and Sienna. When she isn’t crafting tailored marketing strategies, she loves spending time outdoors, walking, hiking, playing tennis, traveling, and exploring Austin’s vibrant scenes with her family.
Caitlin Pacilio blends strategic thinking with relationship-building to help clients meet (or exceed!) their goals through dedicated and consistent collaboration. She started her career in branding and digital marketing, eventually discovering that her ultimate strength lies in building the backend systems, workflows, and processes that bring campaigns to life. Across hospitality, growth marketing, and AI consulting, Caitlin has built a reputation for organizing complex projects, improving operations, and designing AI agents to streamline business operations. For Caitlin, the most rewarding aspect of her work is diving into hands-on problem-solving and leveraging AI-powered workflows to drive efficiency and deliver impactful results for her clients.
Caitlin earned her Bachelor of Arts in Political Science from Marymount University and a Master’s in Marketing & Communications from Rome Business School, subsequently completing a Certificate in Brand Management from Cornell University. She is also certified in Google AI-Powered Search Ads and Google Analytics. Originally from Upstate New York, Caitlin is an active member of the CNY Women’s Network, a community dedicated to amplifying the careers of women across the region. When she isn’t optimizing client workflows, she loves staying active through golf and soccer, exploring new coffee shops, or going on hikes with her dog, Sadie.
Lisa Martinez is dedicated to building tailored strategies that help financial firms and advisors get discovered by their ideal clientele. With a career that spans 13 years in education marketing before expanding into real estate, trade services, and finance, Lisa has grown up in an evolving industry with one foot in traditional advertising and the other in digital. She finds digital marketing to be the perfect “sweet spot” for her unique professional interests, allowing her to blend her creativity in advertising with her love for mathematics.
Lisa earned her Bachelor of Arts with a minor in marketing from East Texas State University and a Master of Science in Recreation and Leisure Studies; she is currently further sharpening her industry expertise through the Texas A&M University Financial Planning Program. When she isn’t crafting strategies for her clients, she stays busy playing outdoor sports, painting, dancing, or playing board games. Originally from the Rio Grande Valley, she now resides in College Station, Texas, with her husband, two children, and their two spoiled pups.
Shelby Payne brings over 10 years of marketing experience and six years of web design and SEO expertise to her role at Indigo. With a strong background in UX/UI design and development, she specializes in reviewing and refining websites until they are polished, functional, and ready to deliver an exceptional client experience. Highly detail-oriented and addicted to problem-solving, Shelby takes pride in identifying issues that can be easily overlooked and elevating each project to a high standard of quality.
Shelby earned her associate’s degree in graphic design with a focus on UX/UI from Sessions College of Professional Design, holds certifications in Google UX/UI, Ahrefs SEO, and HubSpot, and is also an Asana Ambassador. Her well-rounded skill set allows her to approach each project with both a technical and creative perspective, adding valuable insight at the final stages of development.
Originally from Raymond, Mississippi, where she grew up on a small farm, Shelby now lives in Panama City, Florida, with her husband and their young daughter. Outside of work, she enjoys creative pursuits like painting and knitting, as well as spending time outdoors—whether walking her dog or relaxing at the beach.
In her role at Indigo, Chandler Perales focuses on building strong client partnerships and helping businesses confidently expand their reach. With a relationship-driven approach, she loves getting to know each client personally, understanding their goals, and supporting their success through thoughtful strategy and consistent collaboration. For Chandler, the most rewarding part of her work is seeing her clients flourish and knowing she played a role in that journey.
Chandler earned her degree in fashion merchandising with a minor in business from Texas Christian University, providing a strong foundation in both creativity and business strategy. Originally from Colleyville, Texas, she now lives in Austin with her husband, Brent, their daughter, Presley, and her stepdaughter, Alexa. Their home is full of energy with their mini Bernedoodle, Oakley, along with six chickens and two parakeets. When she’s not working, Chandler enjoys teaching Pilates and spending as much time outdoors as possible, hiking, paddle boarding on Lady Bird Lake, playing pickleball, or relaxing at Barton Springs.
Anne Wheeler supports both clients and account managers, with a focus on delivering thoughtful service and helping bring meaningful marketing campaigns to life. She enjoys the collaborative nature of her role and values the opportunity to continue learning while contributing to strong client relationships.
Anne holds a Bachelor of Science in Communication from the University of Tennessee. She’s eager to grow her career at Indigo and believes that continued learning and development are essential to doing great work and making a lasting impact. Outside of work, Anne enjoys reading, staying active, and spending time with family and friends. She and her husband, Rick, have three children (two boys and a girl) who keep life busy and fun.
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!
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.
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 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 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 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.
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.
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!
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.
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.
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.
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.
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 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 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 april@indigomarketingagency.com or connect with her on LinkedIn. https://www.linkedin.com/in/aprilclight/
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.
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.
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.
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!
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.
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.
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.
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.
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!
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!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
