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

0 Collective years of industry experience
0 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. Book Now
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