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I am a brand marketer, content strategist and leader and with a history of building and strengthening high-performing teams and revolutionizing programs. 

I have a talent for developing thoughtful, engaging strategies that maximize brand awareness, elevate  communications strategies and consumer engagement and drive profit. I bring a unique balance of strategic intelligence and tactical acumen developed through years of producing innovative, creative and effective content, while also driving digital communications, marketing and change initiatives.

Most importantly, I thrive in a team environment and am a trustworthy, conscientious co-worker. I believe past supervisors, peers and staff would say they enjoyed working with me and for me.

Work experience

June 2017present

Head of Marketing and Content

Financial Planning Association
  • Currently leading an organization-wide rebranding effort, creating a new content strategy from scratch and a full-scale website overhaul
  • Created, developed content for and launched the organization's first app, the FPA Next Generation Planner, generating more than 800 downloads in its first month
  • Created and launched the Join FPA microsite, the FPA “First-Year Member Experience” and a widespread direct member recruitment campaign 
  • Earned social media follower growth of 20 percent across all FPA platforms
  • Contributor to the Practice Management Blog and Journal of Financial Planning
Dec 2012May 2017

Director, Digital Communications & Strategy

  • Managed brand strategy, research, digital communications, social media and Jackson's content marketing programs and initiatives
  • Featured speaker at 2016 Content Roundtable (Facebook HQ), and on Digital Branding at Prudential plc Comms. Conference
  • Drafted, distributed and implemented Jackson's website strategy, tone-of-voice/messaging guidelines and communications and content style guide
Mar 2008Dec 2012

Director of Marketing

National Planning Corporation
  • Responsible for creative direction for the company’s marketing materials and communications, campaign management, social media and analytics


Mar 2011Mar 2013

Master of Business Administration, Marketing

University of Denver - Daniels College of Business
  • Awarded “Best Capstone Project Team Award” for Top Thesis Project 
  • Nominated for “Daniels College of Business Award for Excellence”
Aug 2002Mar 2006

Bachelor of Arts, Journalism Studies

University of Denver
  • Phi Beta Kappa Honor Society Inductee, Gamma of Colorado, 2006
  • Member of Mortar Board Senior National Honor Society, Kedros chapter
  • Editor-in-Chief of the Clarion Student Newspaper – 2006


Content and Digital Strategy



Writing and Editing

Social Media Marketing

Change Realization



Andrew J. Coate - Product Marketing - Facebook

Phone: (303) 859-0125

Email: [email protected]  

Melissa Hernandez - Director, Reputation Development - Jackson

    Phone: (303) 224-7572

    Email: [email protected] 

    Phil Wright - Vice President, Marketing - Jackson

    Phone: (303) 224-3533

    Email: [email protected] 


    Kyle Jordan - Director, Meetings and Events - Financial Planning Association

    Phone: (970) 372-9002

    Email[email protected] 

    Scott Romine - President, Advisory Solutions Jackson

    Phone: (303) 224-4321

    Email[email protected]