About Me

I’ve been helping financial advisors and wealth management firms generate new clients – and positive ROI – from their online marketing efforts since 2014.

My Story

What I Do & How I Got Here

I founded Mindtap Marketing in 2014 as a general digital marketing agency serving clients across a number of industries. Over time we began to serve a number of financial services and advisory firms ranging from nationals with 11-digits under management to single-advisor operations managing a few million in assets.

As we got to know our wealth management clients, I began to recognize a nearly universal need among firms for a trusted partner to help navigate the digital marketing space. While there was little doubt that digital was key to their long-term success, most found diving into it to be daunting.

That’s why I decided to focus on providing marketing services to financial advisors and wealth management firms.

I invite you to peruse the site, learn more about me, what I’ve done, and what I do. And when you’re ready – reach out, so we can talk about what I can do for you!

We’re a HubSpot Certified Agency

Platform Expertise

I believe in using the right tool for the job – and these are my go-to tools.

I’m a HubSpot Partner – it’s by far the best all-around digital marketing tool on the market.

The best wealth management focused website solution around.

The industry standard for Web analytics.

The infinitely customizable, hands down leader among website platforms.

A tried-and-true email and marketing automation solution.

My go-to tool for SEO and Local Search.

Ready to Go? Have Questions?

Get In Touch

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Want to learn how to generate your own leads online?