Swell Investing

I worked with my team to build the HubSpot blog, landing pages, static + RSS email templates and set up the portal for Swell Investing, an innovative division of Pacific Life focused on cause investing, to design and brand specifications developed by iconic design...

Cantrill Financial Group

Prior to engaging Mindtap, CFG’s marketing had been a “DIY” undertaking, a fact that allowed me to have a big impact early-on. After analyzing their web presence, I determined that using FMGSuite as their website solution wasn’t in their best interest, and migrated...

Carter Financial Management

Founded by former CFPB, IAFP, and FFP Chairman Bill Carter over 40 years ago, the 17 advisor, $1B+ AUM team came to Mindtap on the recommendation of their video agency, Flying Canvas Productions. Their brand and website were in dire need of a makeover, as the firm...

United Capital

I worked with United Capital for three years as they rapidly grew to 220+ advisors serving over 21k clients across 97 offices managing $23.4b in assets. Founder Joe Duran’s commitment to building the UC brand through thoughtful differentiation and aggressive...

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