| Indigo Marketing Agency

We’re excited to announce that Indigo is now offering a Testimonial Program to help advisors get glowing client reviews online—all while remaining compliant. This program is especially powerful for any advisor looking to strengthen their reputation and trustworthiness online. Testimonials are important because they provide credibility and social proof, and they also boost your search engine optimization (SEO) and help people find you online. 

Why Are Testimonials Important for Financial Advisors?

The new testimonial rule is a phenomenal change for our industry (one that’s about 40 years overdue!). Client testimonials are really important for financial advisors for two reasons: 

1. Testimonials provide credibility and social proof.

If you look up a restaurant or a car wash online, you want to see five-star reviews before you take the time to drive there. The same is true for financial advice. People want to see five-star reviews before they schedule a call or hand over their life savings. Testimonials give you that credibility factor.

2. Testimonials boost your search engine optimization (SEO) and help people find you online.

Google gives preferential treatment to businesses that have reviews. So, if you have zero reviews on your Google Business Profile page, it’s actually hurting you when it comes to people finding you online.

On the other hand, if your Google Business Profile page has at least five reviews, you’ll rank higher than those that don’t. So, for our Testimonial Program, our goal is to get you at least five, five-star reviews that boost your credibility and help improve your SEO.

Why We Created Our Testimonial Program

We developed our Testimonial Program because we know it can be awkward and uncomfortable asking your own clients for reviews. 

A lot of times we see advisors with five-star reviews, but they either don’t have comments or the comments say something vague like, “Great financial advisor.” This tells a prospect absolutely nothing about who you serve, how you help, or why they should work for you.

With our Testimonial Program, we transform your testimonials from good to great by prompting your clients to talk about what prospects really want to know: 

  • Why did they choose you over another advisor? 
  • What’s the most important benefit they’ve gotten from working with you?
  • What’s the most important thing you’ve helped them achieve?

These are the questions that lead to really fantastic, well-written testimonials that paint a clear picture of who you serve best and why your clients love working with you.

What’s Included in the Testimonial Program?

When you enroll in our Testimonial Program for financial advisors, you get: 

  • Up to five written testimonials 
  • A “Please Share Your Story of Working With Us on Google or Facebook!” email to collect testimonials
  • A “See What Clients Are Saying About Us!” email to show off those glowing reviews
  • A possible “Client Profile” article for any reviews that are truly remarkable and worthy of a deeper dive
  • A disclosures page added to your website
  • A “Client Stories” page added to your website that houses all your testimonials in one place

What are the three types of testimonials we help you get?

We help you collect these three types of testimonials: 

  1. Reviews for your Google Business Profile and Facebook pages 
  2. Client stories for your website 
  3. Client profiles that highlight your best client reviews (usually in-depth video or text articles with photos)

How Our Testimonial Program Works

Okay, those are a lot of benefits. But how do we actually help you collect testimonials? Here’s the 14-step process we deploy once you enroll in our Testimonial Program: 

  1. First check with compliance to make sure you can receive testimonials.
  2. We add a disclosure page to your website for testimonials. (We create this page if you don’t already have one.)
  3. We confirm that your Google Business Profile (GBP) and/or Facebook pages are live. 
  4. We deploy our “Please Share Your Story of Working With Us on Google or Facebook!” email. This email asks all clients to leave a review, which is required by compliance.
  5. One week later, you send a specific email to your “target clients”—individuals who know you well, are tech-savvy, and have a GBP or Facebook account.
  6. We send your target clients survey questions via email and follow up for responses. 
  7. We take your client’s response and write a great one-paragraph review.
  8. We ask your client to 1) post their review on GBP and Facebook (replacing their previous review, if necessary), and 2) give us permission to use it on your website.
  9. We follow up with your clients twice if they still haven’t posted on GBP.  
  10. We create a page on your website called “Client Stories” where we add all the testimonials we receive. (We don’t create this page until you have at least three testimonials.)
  11. We create a corresponding email called “See What Clients Are Saying About Us!” that shows off all your client reviews.
  12. If a client gives a great review that’s worthy of a deeper dive, we’ll add that to your marketing content calendar as a “Client Profile” story. 
  13. If a client is willing to do a video testimonial, we schedule a Zoom call to record their thoughts, then we edit it into a high-quality video (additional $500).
  14. At the end of the Testimonial Program, you receive a summary of your results and testimonials.

Testimonial Program Examples

When I first started out in my career, I realized I had meaningful questions about retirement planning, tax benefits, and life insurance needs. I decided to seek the help of a financial advisor to get answers to those questions. Oscar Casas and Tranquility Path were recommended to me by a trusted mentor who had worked with the team for decades, so I reached out.

After ending a long tenure growing my retirement at one company, Oscar helped me roll over and optimize my nest egg so it could grow safely and quickly based on my risk tolerance and time window. I have recommended Oscar and Tranquility Path to everyone—my friends, coworkers, and family. All of them are glad to have an educational and patient advisor in their corner, and very happy with the fee structure compared to other advisors they’ve spoken with. More than anything else, partnering with Oscar and Tranquility Path has given me peace and confidence regarding my future.


Our relationship with Henry Zupko goes way back. My husband had been working with Henry before we got married, so we joke that Henry was part of my husband’s dowry to me. Henry and his wife were at our wedding back in the 1980s and now our sons work with his son-in-law. We never considered working with anyone else!

Because of Henry’s expertise, I was able to retire from a very stressful career as a physician in order to volunteer as a health and education advocate while being available when our youngest child had special needs. Henry’s amazing financial advice, combined with the ability to thrive on my husband’s income, changed our lives. My youngest is now in his fifth year of his Ph.D. at age 23 and has also partnered with Tranquility Path as his financial advisor.

Henry has been so helpful that we have referred many others to him. We moved to Washington State over 20 years ago, and Tranquility Path was able to continue advising us, our friends, and the next generation. Henry’s ethics and effectiveness are what had us working with him in the first place and what keep us working with him. We appreciate the comfort and confidence Henry and his team give us during and despite terribly uncertain times!


When my wife and I decided to have kids, we knew we needed to enlist the help of a financial advisor. One of my patients highly recommended Oscar Casas at Tranquility Path Investment Advisors, and since partnering, he has helped me plan for retirement and understand my risk tolerance. When I have questions, he always gets back to me, and he helps me understand my options so I feel confident I’m making the best decision. I always recommend Oscar as he’s very knowledgeable and helps ease your worries about the future.


We decided to seek the help of a new financial advisor when we felt our advisor at the time wasn’t providing adequate or reliable information so that we could retire. Based on a recommendation from our lawyer, we reached out to Henry Zupko. Henry has helped us maintain a budget so we can be comfortable while also traveling and pursuing our hobbies and interests.

We’ve recommended Henry to several people, sharing how professional, personable, and astute with financial matters he is—and they’ve all been very pleased with the recommendation. The best benefit of partnering with Henry has been his ease of accessibility and his ability to handle our needs in a timely manner.

Diane & Mike

I had recently retired and was at a complete loss as to what to do with my small retirement funds. My husband and I were introduced to Henry Zupko and his wife by close friends of ours, and we shared a table with them at an event we attended. Henry was gracious and professional, and so we made our first appointment to see him. Through our partnership, we watched our investments grow, which has allowed us to do so many more things that I previously could only dream of, like extensive traveling.

Please do yourself a favor and make an appointment with Tranquility; they’re professional, courteous, and easy to work with. They never pressure—just great advice. (And they actually get back to you!) You won’t be sorry! We have been with Tranquility Path Investment for several years now, and it’s one of the best decisions we’ve ever made.


When I entered retirement, I decided to seek the help of a financial advisor; and based on the recommendations of trustworthy friends, I reached out to Beau Henderson. Partnering with Beau was instrumental when selling our house and relocating, and he has also given valuable advice when purchasing cars. I’ve recommended Beau and RichLife Advisors to several friends, sharing how they are always available for questions and reliable for trustworthy advice. What I appreciate most is how Beau and his team respond in a timely manner, and I know I can trust them.


Prompted by a Facebook post, we attended a presentation Beau Henderson gave at Buford Community Center on retirement strategies. The presentation was so phenomenal, we pursued a financial partnership. Beau speaks in a language we can understand, offers a variety of plans, and really does work with the client to set achievable goals. Additionally, we were excited about the community he has created through several gatherings each year where people can meet and get to know each other—which is very appealing.

Beau has provided the opportunity to feel good about having a strategy that will take us forward into the next and final season. If situations change, as life does, he is very solution-oriented and always makes us feel valued and at ease. We have recommended Beau to many of our friends and acquaintances for their retirement planning. His knowledge, client service, and demeanor are so attractive that we want everyone to feel as confident as we do about our retirement advisor! Whenever we need Beau’s direction, he is available; we appreciate his expertise and guidance more than words can say.

Lori & Mike

A friend referred Beau Henderson to us. I knew they’d had some financial struggles, and through Beau’s help, they were able to find a path to overcome their challenges, put a plan in place, and chart a new future that included a solid retirement plan. So when it was our turn to seek out guidance for our impending retirement, we knew who to turn to.

Our main goal was to know we had enough saved in our employer-sponsored accounts and to safeguard our wealth to produce income during retirement. During the COVID shutdown, it looked like one of us was going to be forced into retirement sooner than expected. After evaluating everything, Beau provided a plan that offered reassurance during that season. The beauty of the plan was that we were no longer fearful; we were confident that regardless of the economy or forced retirement, we were in the driver’s seat!

We never hesitate to recommend Beau. We always tell others that retirement age comes sooner than you think, so you must find someone you trust to guide you on saving, investing, budget planning, and spending. Our advisor is that person we trust. The most important benefit of working with our advisor is a plan to navigate retirement and Social Security to maximize payments while minimizing tax liability. Our biggest regret was not seeking out Beau’s help earlier than just five years before retirement.

Lisa & Ron

When I reached the age of 50, I realized I just might make it to retirement. Having grown up in the ’70s, I had taken the “spend it now because the world could end tomorrow” view. I also did not have jobs in my early career that offered a 401(k) or other retirement planning options. My last two jobs before retirement were good jobs with a good income, and I had the opportunity to put money away for retirement. But I knew I needed advice on how to do it wisely.

I attended one of Beau Henderson's Social Security seminars and appreciated his openness and vast knowledge of retirement planning. When we met one-on-one, he was very interested in my plans for retirement and I felt he genuinely wanted the best for me. Partnering with Beau helped me overcome my fear of outliving my money or losing it in the stock market.

Anytime I feel someone could use Beau’s assistance, I share his information and his book, along with my personal experience of his work ethic, genuine care, and how he’s helped me. By far the best part of working with Beau has been the comfort and confidence of having someone in my corner that truly cares about my future.


After leaving my teaching job to take care of my parents in 2012, I needed to be sure that l could retire and still have enough money to sustain me. I heard about RichLife Advisors on the radio and reached out.

My biggest hurdle was retiring a few months before Social Security would begin, but Beau Henderson walked me through the steps to show me l had plenty of money to retire comfortably. He found money I didn’t realize l had, my investments have increased, and l live comfortably—all thanks to his advice and investments.

I often recommend Beau Henderson and RichLife Advisors to friends and acquaintances. Their retirement and investment knowledge and experience put you at ease. Beau explained every step of my investments and allayed my fears and concerns. I appreciate knowing he’s just a phone call away if I need help or advice.


Prior to partnering with Cedar Brook, we were with another agency and no longer happy with our financial counselor. My daughter had dealings with Frank in a different capacity and felt he could meet our needs. We made an appointment, and from the very start, we knew that Frank was a great fit for us. We felt he understood what we needed/wanted, we recognized his strong commitment to meeting those needs, and we appreciated his honest and open approach. We met with Frank several years prior to our retirement, which allowed us to feel comfortable once we were ready to make that move. We have since both retired and are doing well. In addition to our annual reviews, Frank continues to regularly reach out to keep us informed and seek our input if we'd like to see any changes.

We have recommended Frank to our very close friends, who have shared with us that they are pleased with Frank and are partnering with him as their financial advisor as well. Although their goal is different from ours, they also feel Frank understands their needs and is looking out for their best interest.

We also are very pleased with Luci Charnas (Associate) and feel she is a great addition to the team. She is always approachable, able to assist with our questions, and an awesome link when working with Frank to ensure easy access. I think the greatest benefit of working with Frank is the comfort in knowing he helps keep our financial status secure during retirement. We would recommend Frank and his team to anyone!


For about 30 years I was with another financial investor but switched to partner with Cedar Brook about 10 years ago for one reason: Frank Legan came highly recommended by my niece, Alyson. And Frank has advised me with my investments ever since.

I enjoy working with Frank mainly because of his approach to investing and continuous follow-up, which is why I recommend him to anyone that asks. I know that when I refer someone to Frank, he will follow up and the individual will be extremely happy working with Frank. Frank not only has good sound advice about investments, but he genuinely cares about the people he works with.

Based on our initial meeting, Frank recommended a financial plan; we have followed that plan, with Frank addressing all issues and concerns raised in the plan (including long-term care insurance), and he recently helped with an insurance issue related to my father’s life insurance policy.

I am extremely happy working with Frank and will continue to work with him and refer clients to him even after I retire. (He has even referred several tax clients to my firm!)

The most important benefit from working with Frank is the comfort in knowing that my investments are in good hands and are being well managed. I know I'm working with someone who truly cares about me and my family.


When I retired from the public sector as a firefighter/paramedic in late 2016, I was looking to combine my IRAs and 457 plan with a financial firm that could manage them for my family's future, and provide a secure stream income for my wife and daughter in my estate plan.

Shortly after retiring, I was introduced to Cedar Brook Financial Group by a friend, and my wife and I had several meetings with Frank Legan, a partner with the firm. Visiting a financial planner was a big step for our family as I had always taken care of our retirement savings while working. Both Cedar Brook and Frank Legan were very patient and informative in their presentations and presented various options to safeguard our retirement assets. Frank made us feel like family, and so we felt very comfortable and secure in handing him the reins for the next step in our financial lives.

We’ve had some changes along the way—all for the better. The securities were now being handled by Charles Schwab, a win-win situation for both us and Cedar Brook. Recently Frank added a premier advisory firm to our portfolio, Frontier Asset Management, which moved our investing theme to a more conservative model to safeguard our retirement assets. Frontier's model is downside first, while protecting your assets, an approach that has proven very effective since the start of the pandemic and resulting recovery to date.

I have recommended Cedar Brook Group, and specifically Frank Legan, to some friends as well as my new son-in-law to handle their financial concerns. When you call or visit Frank and his dedicated assistant, Luci Charnas, they always make you feel welcome, like family, and will always take the time to talk to you and answer your questions. Sometimes I like to stop into just chit chat with Frank and Luci over a cup of coffee, talking about our families as well as financial matters. This family atmosphere is evident throughout the Cedar Brook location.

Our family feels very fortunate to have found such a match in Cedar Brook, and especially Frank and Luci, to navigate, protect, and inform us through the next phase in our financial future.

John & Beverly

We have known our advisor, Frank Legan, for about 20 years. He has been our advisor for about 15 of those. Frank has proven to be very honest, available, and trustworthy. He is also very good at what he does! If you decide to use his service, you will get a low-key, considerate, quality advisor that tailors his service to your needs. By the way, we couldn’t be happier with our results!


Cedar Brook Financial is the best thing that has happened for my financial future. Frank and Luci are professional, very personable, and a delight to work with. They explain things in a way that makes sense to clueless laypeople such as myself. Cedar Brook has served me well, and the rewards have been greater than anticipated, so I often recommend their services to others. My only regret is that I didn’t use Cedar Brook sooner!


In 2016, Jim and I began looking for a financial advisor because he was nearing retirement and there’s a large age gap between us. With retirement looming for Jim and my longer life expectancy, we were both feeling overwhelmed, wondering what to do with all our retirement accounts. My brother-in-law, Michael DeJohn, works with Frank and made the recommendation. Prior to that, it felt like I was cherry-picking someone. Who really knows whether you can trust (or even like) the person giving you advice?

Frank has been the advisor I previously could only have wished and dreamed of. We have ABSOLUTE trust in him. This trust began in part because we trust Michael, who recommended Frank, but it grew because of Frank and his calm, straightforward, and honorable behavior. Financial advice is one thing (and we trust Frank there), but trusting the character of the person giving you that advice is completely another. Both Jim and I have peace of mind that our interests and wishes are being listened to, and the belief that Frank will advise but ultimately do what we desire. We sleep well knowing that Frank—and by extension Cedar Brook—is looking out for our interests and helping us navigate the retirement part of retirement accounts.

Kate & James

I desired a plan that would set me up for a healthy retirement, so I decided to seek the help of a financial advisor. I met Frank Legan of Cedar Brook Group over 15 years ago and connected with him very quickly. It's abundantly clear that Frank is an expert in his field and loves what he does. I truly appreciate that he gives advice based on what is best for you as a person, not what necessarily puts more money in his pocket. 

If you want an advisor that's in the business for the right reasons, work with Frank. He's great at explaining and answering questions, and talks to you in ways you'll understand. He truly listens and always follows up.

As a CPA, I work with a large variety of clients, and whenever I'm asked for a financial advisor recommendation, Frank is the first name out of my mouth. Those who have gone on to work with him always rave about their experience. 

My top priority is setting myself up financially to weather any storms and have a successful retirement. It's an amazing feeling to have the opportunity to work with a great business partner to make it happen. I look forward to many more years working with Frank and his team.


How Much Does It Cost?

Program Pricing: $999
(Additional $500 for video testimonials)

Think of our Testimonial Program as an investment in your future. Collect glowing, five-star reviews today, and they’ll keep serving your business and attracting the right clients for years to come.

Jordan Pinelli

Account Manager
Denver, Colorado

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

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

Indigo Marketing Team Member Anne Wheeler

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.

Hugo Fernandez CEO of Indigo Marketing

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

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

DuPont, Washington

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).

Indigo Marketing Team Member Elizabeth Reider Director of Marketing

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.

Indigo Marketing Team Member Katie Cress

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.

Indigo Marketing Team Member Lori Koepke

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.

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

Indigo Marketing Team Member Heidi Wilson

Heidi Wilson

Account Manager

Alexandria, Virginia

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

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

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

Indigo Marketing Team Member Jillian Segrue

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!).

Indigo Marketing Team Member Amanda Laskey

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.

Indigo Marketing Team Member Beverly Anderson

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.

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

Indigo Marketing Team Member Kasey Yhap

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.

Indgio Team Member Dan Corcoran

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.

Indigo Marketing Team Member Lisa Gaines

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.

Read more about why Lisa loves working with Indigo.

Profile picture of our web developer - Joshua Yanson.

Joshua Yanson

Web Developer
Negros Occidental, Philippines

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.

Indigo Marketing Team Member Jennifer Farrior

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.

Indigo Marketing Team Member Sarah Robichaud

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

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.

Indigo Marketing Team Member Kourtney Kearney

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.

Indigo Marketing Agency Adrian Bachini

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!

Claire Akin

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.
Indigo Marketing Team Member Adriana

Adriana Escalante

Website Project Manager
San Antonio, Texas

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!

Profile picture of our marketing assistant - Kaitlin Thornal.

Kaitlin Thornal

Marketing Assistant
Fort Moore, Georgia

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.

Profile picture of our marketing assistant - Samantha Triglia.

Samantha Triglia

Marketing Assistant
Queens, New York

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.

Profile picture of our marketing assistant - Amanda Bicknese.

Amanda Bicknese

Marketing Assistant
Colorado Springs, Colorado

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. A Space Force military spouse (former army), Amanda and her husband, Michael, are currently located in Colorado Springs, Colorado, with their two children, Mikayla and William, and two fur babies (a cat and a dog). When she’s not reading or writing fiction in her spare time, Amanda enjoys hanging out with family, hiking, trying new foods, and traveling.

Profile picture of our account manager Adam Spera.

Adam Spera

Account Manager
Astoria, New York

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.

Profile picture of our account manager Melanie Valdez.

Melanie Valdez

Account Manager
Vancouver, Washington

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!

Hugo Fernandez CEO of Indigo Marketing

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.