On paper, we’re a wealth management firm. In reality, we’re equal parts creative collective, skilled advisors, and outspoken critics of the financial industry.​​Our Team provides opportunities for business professionals and high-net-worth investors to get where they most want to go—and tap not just their potential for wealth, but their potential for living.​​For our clients, we do it in the form of thoughtful, considered, bespoke Private Wealth Design. For our team, we do it by providing opportunities for education, growth, and collaboration, so that they can become not just skilled advisors, but keener thinkers, creative problem solvers, and better humans.​​Monument Wealth Management is a registered investment advisor. Please see our Important Disclosure Information and Privacy Notice on our website at www.monumentwealth.com.

Marketing consultancy providing strategic marketing and design services to startups and SMBs. Clients include health and wellness, life coaching, technology/SaaS, financial services, e-commerce, and commercial construction brands. Learn more: www.bluelamp-creative.com.

The Revenue Collective is a private, invitation-only community of sales and marketing executives at growth-focused companies. I currently serve as a mentor to other marketing professionals in this group.

Reporting directly to the CEO, I helped Blue Horizon Software perform due diligence to facilitate the acquisition of fintech firms for their holdings company. I also developed the go-to-market strategies for their portfolio companies, including Synthesis Technology (Chicago) and Nirvana Financial Solutions (New York).

Synthesis helps investment companies reduce marketing costs and grow AUM. For more than 20 years, we've helped asset managers, TAMPs, and private banks produce data-driven sales and marketing content at scale. By leveraging our automation platform, marketers spend up to 50% less time updating fact sheets, commentaries, pitchbooks, and websites, freeing them up for more strategic work.As CMO, I architected the marketing strategy to amplify our brand, drive client and employee advocacy, and grow revenue.Synthesis was acquired by Blue Horizon Software in March of 2020.

Midland IRA is a Self-Directed IRA company providing educational and administrative services for investors who wish to hold alternative assets in their IRA account(s). As the marketing manager, I developed an integrated B2B2C strategy to generate leads and professional referrals. The strategy consisted of content development and marketing, social media, email, events, and strategic partnerships that increased brand awareness, firm credibility, and leads into the sales pipeline.

TrainSignal (now PluralSight) was a SaaS training platform for IT Professionals. I was hired to manage the marketing, customer support, and corporate sales teams (10 direct reports). Under my leadership, we streamlined the communications and operations between the three departments to improve the customer experience and increase traffic and leads into the sales pipeline. I developed a web-based KPI Dashboard to help our team identify areas of improvement and inform our strategy. I was also tasked with creating raving fans for TrainSignal. To do so, I secured dozens of partnerships with IT influencers/bloggers and major publishers to write reviews, run online promotions, implement affiliate programs, place ads, and secure links that increased traffic, leads, and sales to TrainSignal.com. TrainSignal was acquired by PluralSight on August 1, 2013.

CFM Consulting is a marketing and management company focused on startups. I lead the marketing strategy for key accounts including Cardinal Fitness Health Clubs, Charter Fitness Health Clubs, and TshirtLaundry.com. Under my leadership, Cardinal Fitness grew from 18 to over 50 locations in 5 years. I managed a $2.5M annual marketing budget and was responsible for reporting ROI following monthly sales promotions. I worked closely with the Director of Sales and our ad agency to recommend and implement monthly sales & marketing promotions to principal partners monthly. I managed 13 direct reports including marketing representatives, graphic designers, and production staff.

Sold radio advertising to local business and media agencies. Customized marketing plans for clients including ads, on-premise promotional events, and sponsorships. I took a strategic and consultative approach to determine the best marketing plan based on the client’s overall goals and budget.

Copywriting, account coordination, proposal design, marketing research, and client support.