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 fintech and finserv firms
$0m
Revenue generated for our clients
Meet Team
Intention.ly
Whatever your growth goals, we have the strategic specialists and creative visionaries to help you reach them.
Partners

Joe SteuterChief of Communications

Tina PowellPartner, Chief of Community

Kelly WaltrichCo-Founder, CEO
Leadership

Jason ReiserCOO

Lauren SandersChief Content Officer

Randy LambertEVP, Head of RIA Solutions

Evan HornbergerAssociate Creative Director

Dan NataleHead of Digital Marketing

Lisa DeCanzioChief of Staff
OCMOs

Caroline Di RussoDirector of Account Strategy

Kristin FinkDirector of Client Account Strategy

Ashley Sophia TaylorAccount Manager

Jess FlynnVice President, Client Strategy

Amanda LarsonDirector of Account Strategy

Melissa AngertDirector of Account Strategy
Strategists

Laura CarrDirector, Marketing Execution

Katia WassermanGraphic Designer

Sonya DharDirector of Account Strategy

Jaimie VennellDirector of Account Strategy and Digital Marketing

Zohray BrennanDirector, Marketing Automations and Operations

Tyler ReinholdSales Development Representative

Bernie NguyenSenior Graphic Designer

Melissa BuchananVP of Content

Michael WaltrichSpecialist, Data Analytics and Reporting

Jamie RecioDirector of Social Media Strategy

Erica EllisHead of Events and Conferences
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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