Story
Why marketing for wealth managers — from a guy with AmEx and Amazon on his resume?
American Express
I came up in financial services at American Express, where I learned how regulated industries work — what compliance actually requires, why trust is everything, and how the best brands earn it slowly and lose it fast.
Amazon
Then at Amazon, I ran performance marketing at a scale most agencies will never touch. I learned to think about cost-per-acquisition the way an engineer thinks about latency: an obsession, not just a number on a dashboard.
The intersection
Most marketing agencies serving RIAs are generalists. Most performance marketers don't understand financial services. I sit in the rare intersection: tech-finance background, performance discipline, niche-only practice. That's why I work with one firm per metro — the playbook is too targeted to share between competitors.
