Introducing Your Growth Agents
We’re the laser-focused strategists and results-obsessed doers driving tangible results for the fintech and financial services industry.
Together, we make growth happen
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Collective years of industry experience
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Alum from top industry firms
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Fintech and finserv clients
Meet Team Intention.ly
We started intention.ly to solve the problems we faced ourselves as marketing leaders at some of the largest firms in the fintech and financial services space.
Good marketers are hard to find. And when you do find them, they’re highly specialized, so building an internal team across all of the skill sets necessary to win is wildly expensive.
So we did it for you. Our team is made up of the best talent in the space, coming together to tackle your toughest challenges. We don’t just create plans – we roll up our sleeves and get things done.
Whatever your growth goals, we have the strategic specialists and creative visionaries to help you reach them.
Partners
Kelly Waltrich
Founder, Chief Executive Officer
Tina Powell
Partner, Chief of Community
Randy Lambert
Partner, Head of RIA Solutions
Joe Steuter
Partner, Chief of Client Strategy
Leadership
Lisa DeCanzio
Chief of Staff
Amanda Larson
VP, Client Account Strategy
Jason Reiser
Head of Operations
Laura Carr
Head of Agency Operations
Jess Flynn
VP, Client Account Strategy
OCMOs
Kate Zeller
Director, Client Account Strategy
Jocelyn Lee
Director, Client Account Strategy
Molly Manchester
Director, Client Account Strategy
Jasmin Embers
Director, Account Strategy
Melissa Angert
VP, Client Account Strategy
Ashley Sophia Taylor
Director, Client Account Strategy
Caroline DiRusso
Director, Client Account Strategy
Sonya Dhar
Senior Director, Client Success
Jess Sims
Director, Client Account Strategy
Strategists
Dan Natale
Head of Digital Marketing
Lauren Sanders
Head of Content
Evan Hornberger
Head of Creative
Zohray Brennan
Director, Marketing Operations
Jill Hamilton
Director, Events & Conferences
Whitney Vo
Creative Services Manager
Bernie Nguyen
Lead Graphic Designer
Hailey Lau
Senior Graphic Designer
Melissa Buchanan
VP, Content Strategy
Jamie Recio
Director, Social Media
Jaimie Vennell
Senior Director, Digital Marketing
Kayla Mahar
Client Account Coordinator
Kaitlyn Fisher
Junior Social Media Strategist
Mike Waltrich
Specialist, Data Analytics & Reporting
What can we do for you?
Make our team your team. Schedule your strategy call today to discuss your goals, resources, and challenges with us.
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