Our Story

We could tell you about the years of experience we have building and leading marketing teams at some of the most successful fintech firms in the industry. We could tell you about the awards we’ve won and the titles we’ve held—but we don’t believe those are the most important things.

What’s most important is this: Our story, in so many ways, is

Wherever you are right now in your growth journey—building a lead generation engine from the ground up, executing a major go-to-market strategy with a million moving parts, bringing two businesses together, recruiting new talent, aligning your teams, driving growth—we’ve been there.

Now we use that experience as the fuel for our passion: Redefining the role of marketing in business as the strategic, intentional driver of vision and revenue.

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We Are … champions for marketing leaders, sounding boards for start-ups, brand builders for breakaways, and frontline partners for your most complex growth opportunities.

You won’t ever find us settling for good enough, or using the status quo as a measuring stick for success. We're here to challenge you to transform the way you approach your business's development. To coach you to reimagine the value and impact marketing has on your firm. To inspire you to break through the limits traditional thinking has put on your growth strategies. Because when you do, we know the results will be worth it.

The Team

Meet the Intention.ly team.

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Kelly Waltrich


For over 15 years, Intention.ly Co-founder Kelly Waltrich has been championing the role of marketing in the financial services industry. As former Chief Marketing Officer…

Meghan Richter


From the onset of her career, Intention.ly Co-founder Meghan Richter has been resolute in her strategy-before-tactics approach to marketing, a discipline that’s allowed her to…

Lauren Sanders

Head of Content

Dan Natale

Head of Demand Generation

Kelly Forst

Director, Account Strategy

Lisa DeCanzio

Director, Account Strategy

Melissa Angert

Digital Marketing Account Executive

Jamie Recio

Director, Social Media Strategy

Melanie Herrera-Bridges

Client Strategy Account Manager

Evan Hornberger

Associate Creative Director

Erica Ellis

Event Strategist

Lauren Higgins

Client Account Manager

Ashlee Simes

Manager of Account Strategy

Melissa Jones

Business Development Support

Vanessa Sentz

Graphic Designer

Anna Waltrich

Social Media Specialist

Join Us! Check out open positions with our team and other
fintech/finserv marketing roles.

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Redefining the Role
of Marketing
Read our insights for changing the way you think about driving growth.

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