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 your story.
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
Founder, Chief Executive Officer
Tina Powell
Partner, Chief of Community
Joe Steuter
Partner, Chief of Client Strategy
Lisa DeCanzio
Chief of Staff
Dan Natale
Head of Digital Marketing
Lauren Sanders
Head of Content
Evan Hornberger
Head of Creative
Randy Lambert
Head of RIA Solutions
Jason Reiser
Head of Operations
Jess Flynn
VP, Client Account Strategy
Amanda Larson
VP, Client Account Strategy
Melissa Angert
VP, Client Account Strategy
Kristin Fink
VP, Client Account Strategy
Ashley Sophia Taylor
Director, Client Account Strategy
Caroline Di Russo
Director, Client Account Strategy
Sonya Dhar
Senior Director of Client Success
Melissa Buchanan
VP, Content Strategy
Jasmin Embers
Director, Client Account Strategy
Jill Hamilton
Director, Events & Conferences
Molly Manchester
Director, Client Account Strategy
Jamie Recio
Director, Social Media
Jocelyn Lee
Director, Client Account Strategy
Kate Zeller
Director, Client Account Strategy
Jaimie Vennell
Director, Digital Marketing
Laura Carr
Director, Marketing Execution
Zohray Brennan
Director, Marketing Automation & Operations
Michael Waltrich
Specialist, Data Analytics & Reporting
Bernie Nguyen
Sr. Graphic Designer
Katia Wasserman
Graphic Designer
Kaitlyn Fisher
Client Account Coordinator
Kayla Mahar
Client Account Coordinator
Whitney Vo
Creative Services Manager
Mark Forman
Director of Account Strategy
