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I am a communications, content and marketing leader 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.

Work experience

June 2017present

Head of Marketing and Membership

Financial Planning Association
  • Responsible for creating vision and driving execution of the association's membership and marketing strategies, and leading brand and messaging strategy
  • Spearheaded an organization-wide rebranding effort and full-scale website overhaul, and completed FPA's first association-wide content strategy
  • 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 Communications 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 and Communications

National Planning Corporation
  • Responsible for creative direction for the company’s marketing materials and communications, campaign management, social media and analytics
  • Created the organization's first social media and content strategy, and launched the brand on three social platforms


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


Melissa Hernandez - Director, Reputation Development - Jackson

    Phone: (303) 224-7572


    Phil Wright - Vice President, Marketing - Jackson

    Phone: (303) 224-3533



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

    Phone: (970) 372-9002 

    Scott Romine - President, Advisory Solutions Jackson

    Phone: (303) 224-4321