Professional Portfolio
Websites
Central Penn Wealth Advisors
Website Build
2024 Launch
Event & Sales Flyers
Educational Flyers
Videos
Direct Mail & Interior Branding
Advertising
Additional Projects
Internal Intranets
Built two intranets on Microsoft SharePoint for the team to find all necessary information in one place.
Client Newsletters
Developed and implemented two client facing newsletter for CWA and The Independent Grid.
Rebrand - The Independent Grid
Spearheaded the minor rebrand of The Independent Grid with a soft launch perfectly executed.
Strategic Marketing Plans
Developed and executed strategic marketing plans for several ventures and important projects or events.
New Employee Orientation
Assisted with the creation of a New Employee Orientation process to help onboard new employees.
Marketing Budget
Review prior year expenses to build a comprehensive marketing budget that is regularly updated and reviewed for approval.
Investment & Retirement Plan Proposals
Created a template for investment and retirement plan proposals for advisors to utilize that are customizable and stand out.
Marketing Procedures
Established a formal set of procedures so important tasks can still be completed in the absence of a marketing professional & for others to step in easily.
Internal Newsletter
Implemented an internal newsletter as a once a month communication that encompasses important information for the team.
