Services

I’ve always had a desire for creativity and building deep-rooted relationships. Trained in marketing, I became incredibly invested in the possibilities of referral generated businesses, which led me to discover a very untapped space within the financial sector. When executed to perfection, unique events, combined with top-notch branding, builds powerful client centric communities which directly impacts asset growth. I approach events knowing the unexpected details and carefully curated experiences is what distinguishes a brand, leaving an unforgettable impression.

the process

You provide me with the intention behind the events, together we can set a reasonable budget and create an overall vision. From there I’ll take the lead in scheduling vendor consults, offering branding ideas/gifting – overseeing all aspects, while providing unparalleled assistance and thorough communication.

With the topmost planning support, a shift will take place in your business where clients begin to feel an invaluable belonging, inclusivity, exclusive to your brand – from here you’ll better understand the word-of-mouth influence and ease of referral generated momentum.

The goal is to relieve you from logistical overwhelm, professionally execute every detail so that you can focus on those important conversations and further establish trust across client relationships.

This instrumental investment is bound to uplevel your business model, leaving rare impressions on your brand.

branding & gifting

Your brand is composed of highly dedicated industry experts providing an unparalleled service; therefore, how do you continue to build organic awareness, reduce friction and leverage social proof? It’s as simple as the messaging and purpose behind your gifting / merchandising. Allow me to be the creative genius and logistical mastermind that helps effectively sell your high-consideration solution. Together, let’s bring a boutique sensibility to your firm; let’s be deliberate in how we form relationships. Acknowledging your clients’ peak celebrations and hardships is instrumental in building a client centric community – when executed correctly, it has the power to form a beautifully deep humanistic connection.