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.
We Are
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.
Kelly Waltrich
Co-Founder, CEO
Tina Powell
Partner, Chief of Community
Melissa Angert
Director of Account Strategy
Zohray Brennan
Director, Marketing Automations and Operations
Melissa Buchanan
VP of Content
Laura Carr
Director, Marketing Execution
Lisa DeCanzio
Chief of Staff
Sonya Dhar
Director of Account Strategy
Erica Ellis
Head of Events and Conferences
Jess Flynn
Vice President, Client Strategy
Kristin Fink
Director of Client Account Strategy
Mark Forman
Director of Account Strategy
Evan Hornberger
Associate Creative Director
Randy Lambert
EVP, Head of RIA Solutions
Amanda Larson
Director of Account Strategy
Dan Natale
Head of Digital Marketing
Bernie Nguyen
Senior Graphic Designer
Jamie Recio
Director of Social Media Strategy
Tyler Reinhold
Sales Development Representative
Jason Reiser
COO
Caroline Di Russo
Director of Account Strategy
Lauren Sanders
Chief Content Officer
Joe Steuter
Chief of Communications
Ashley Sophia Taylor
Account Manager
Jaimie Vennell
Director of Account Strategy and Digital Marketing
Michael Waltrich
Specialist, Data Analytics and Reporting
Katia Wasserman
Graphic Designer
