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
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 WaltrichFounder, Chief Executive Officer
Tina PowellPartner, Chief of Community
Joe SteuterPartner, Chief of Client Strategy
Leadership
Lisa DeCanzioChief of Staff
Dan NataleHead of Digital Marketing
Lauren SandersHead of Content
Evan HornbergerHead of Creative
Randy LambertHead of RIA Solutions
Jason ReiserHead of Operations
OCMOs
Jess FlynnVP, Client Account Strategy
Amanda LarsonVP, Client Account Strategy
Melissa AngertVP, Client Account Strategy
Kristin FinkVP, Client Account Strategy
Ashley Sophia TaylorDirector, Client Account Strategy
Caroline Di RussoDirector, Client Account Strategy
Jasmin EmbersDirector, Client Account Strategy
Molly ManchesterDirector, Client Account Strategy
Kate ZellerDirector, Client Account Strategy
Jocelyn LeeDirector, Client Account Strategy
Strategists
Sonya DharSenior Director of Client Success
Melissa BuchananVP, Content Strategy
Jill HamiltonDirector, Events & Conferences
Jamie RecioDirector, Social Media
Jaimie VennellDirector, Digital Marketing
Laura CarrDirector, Marketing Execution
Zohray BrennanDirector, Marketing Automation & Operations
Michael WaltrichSpecialist, Data Analytics & Reporting
Bernie NguyenSr. Graphic Designer
Katia WassermanGraphic Designer
Kaitlyn FisherClient Account Coordinator
Kayla MaharClient Account Coordinator
Whitney VoCreative Services Manager
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