I support our growth by working with our Chief Marketing Officer at our internal marketing firm, InTouch Innovations. I work in a technical support role implementing and deploying various marketing campaigns on behalf of our advisors. This includes weekly emails, website updates, announcements, invitations, holiday cards, and more. We offer various marketing solutions to fit the needs of our advisors, so they can maintain active client engagement without worrying about actively creating content.
Our success gives me the opportunity to leverage my professional background in web development and graphic design to create marketing campaigns that are unique to each advisor. This combination of skills has been useful most recently while developing our new websites.
My professional background includes an education in web development from Roger Williams University. I utilized my degree as a web developer in the events services industry before transitioning to the financial services industry.
Rounding out my life finds me spending time reading and enjoying a recently formed book club with friends.
Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC.., and investment advisor representatives of Integrated Wealth Concepts; or (2) solely investment advisor representatives of Integrated Wealth Concepts, and not affiliated with LPL Financial. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Partners are separate entities from LPL Financial.
InTouch Innovations and LPL Financial are separate entities.
CRPC conferred by College for Financial Planning.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.