Your Marketing Team
Management Team
Kristen Luke
President & CEO
Kristen Luke is the President and CEO of Wealth Management Marketing, Inc. and oversees the day-to-day operations as well as develops the overall strategy for the company. She is also responsible for keeping abreast of new trends, technology, and best practices in both the financial services and marketing industries and relaying this information to the company’s clients and employees for implementation.
Sarah Cooper
Operations Manager
Sarah supports the entire Wealth Management Marketing team and oversees accounting, human resources and technology issues, as well as general administrative tasks. She is also responsible for the implementation and optimization of the company’s technological systems, including Salesforce, which helps us deliver our personalized services efficiently to clients.
Your Marketing Team
Wealth Management Marketing provides your firm the resources of an entire marketing department. You will be assigned a dedicated team of professionals to work with your firm. We’d like to introduce you to the specialists who will be guiding and supporting your marketing plan.
Marketing Director
Kristen Luke
Marketing Director
Kristen acts as your firm’s “Marketing Director.” She is responsible for the strategic development of your annual marketing plan and the overall strategic and creative direction for your marketing initiatives. Kristen is closely involved in the development and review phases of all campaigns and collateral.
Marketing Manager
Michele Steinmetz
Marketing Manager
Michele is your "Marketing Manager" and your main point of contact for standard requests. She is responsible for the coordination of your marketing campaigns and coordinates with the other marketing specialists to complete the individual initiatives that make up your marketing plan. The majority of your day-to-day interaction will be with Michele.
OR
Elizabeth Snyder
Marketing Manager
Liz is your "Marketing Manager" and your main point of contact for standard requests. She is responsible for the coordination of your marketing campaigns and coordinates with the other marketing specialists to complete the individual initiatives that make up your marketing plan. The majority of your day-to-day interaction will be with Liz.
Copy Writer
Megan Elliott
Copy Writer
Megan is a member of the creative team supporting your firm. She is responsible for crafting and fine-tuning the written materials in your marketing campaigns, as well as ensuring the accuracy of both printed and digital communications.
Graphic Designer
Amber Hendrick
Graphic Designer
Amber is a member of the creative team supporting your firm. She is responsible for the creative direction and graphic design of all the marketing collateral, sales tools and informational graphics you require.
Digital Marketing Coordinator
Irene Zabelin
Digital Marketing Coordinator
Irene is a member of the creative team supporting your firm. She is responsible for digital marketing initiatives, including creating and maintaining social media accounts, updating client websites and blogs, creating and distributing custom email campaigns, editing videos and managing online advertising.
Support Team
Copy Editor/Proofreader/Quality Control Specialist
Jennifer Olivares
Copy Editor/Proofreader/Quality Control Specialist
Jennifer is a member of the support team that supports the professionals at Wealth Management Marketing. She is responsible for the overall quality control of all client projects to ensure consistency and accuracy in our work. Jennifer also proofreads and edits blogs and articles for clients.