Your Trusted Partner in Strategic Credit Union Marketing

Stop wasting budget on "set it and forget it" agencies. Start building a marketing engine that actually grows membership.

You don’t need another agency pitching you a cookie-cutter website redesign or a "proprietary" ad platform with high management fees. You don’t need more tactical execution without a plan.

You need a strategy. You need a leader who’s been in your shoes.

Most credit unions are stuck in one of two places:

You have a team of doers, but no driver.

  • Your marketing manager or coordinator is talented and hardworking, but they are buried in the weeds of execution. They are checking boxes (newsletters, social posts, events) but no one is steering the ship toward long-term growth goals like increasing products per household or lowering acquisition costs.

Creative Solutions for Tough Challenges

  • Maybe you’re a VP of Marketing who has seen it all, but the digital landscape shifted overnight. AI, automation, and complex attribution models are moving faster than you have time to learn. You don't need to be replaced; you just need a thinking partner to help you navigate the new terrain.
I'm Not an Agency

I come in as a fractional marketing leader to bridge the gap between your business goals and your marketing output.

Guidance From a Former Credit Union Marketing Leader

I didn’t just learn about credit union marketing, I lived it for nearly a decade. I started on the ground floor and rose to lead marketing at a large regional credit union. I know the daily pressure to acquire members and drive products per household because I’ve been there. Since then, I’ve run agency teams, led digital strategy for global Fortune 500 brands, and was the head of marketing at fast-moving startups.

Build the Strategy
Align your marketing strategy directly with your credit union’s strategic plan. No more random acts of marketing.
Lead the Transformation

Help you implement marketing automation and AI workflows to make your team faster and more efficient.

Find the Right Partners

I help you find vetted, high-quality freelancers and agencies that deliver real results, not just vanity metrics.

Prioritize Initiatives

Cut the fluff. I identify the high-impact projects that actually move the needle on membership and loan growth.

Mentor Your Team

I build up your internal talent, giving them the guidance and confidence to execute at a higher level.

Foster Cross-Team Collaboration
I work across departments to break down silos and encourage seamless communication, ensuring that everyone is aligned and working towards shared goals.

I lead the strategy. I build the system

Then, I connect you with the right resources, whether that's upskilling your current team or finding specialized freelancers, to get the work done right.

Is This You?

For the CEO or COO
You might be working with agencies. You get a monthly report that says “things are great,” but you don’t feel the impact. You suspect you’re overpaying for basic execution, but you don’t have the marketing background to challenge them.
I act as your advocate. I translate marketing data into business intelligence. I help make your budget is an investment, not an expense.
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For the Marketing Leader
You don’t need someone coming for your job. You need a second brain. You need someone who has been in the trenches of digital transformation to help you vet new tools, structure your team, and validate your strategy.
I am your ally. I help you make the business case for the resources you need and provide the specialized knowledge to help you lead with confidence in a digital-first world.
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A Different Kind of Partnership

A Fractional Marketing Leader gives you senior marketing leadership on a part-time or project basis. You get the expertise to build and run a solid marketing strategy—without the expense of bringing on a full-time marketing leader (yet).

Collaboration is everything. I work directly with your team, whether it’s setting up processes or driving initiatives. I’ll keep you in the loop, but I take full responsibility for getting things done. Need extra help? No worries—I’ve got resources to fill in the gaps.

Absolutely. I’ll partner with your internal team to drive alignment and breakdown silos.

No. My services are as flexible as your needs—I help your business grow until you’re ready for a full-time hire.

No magic pill here. It really depends. With the right resources, budget, and appetite to try new things, you can start seeing KPI improvements in about three to six months.

Book a free consultation to chat about your goals and challenges. We’ll work together to create a plan that’s just right for you.

Short answer: it depends on your needs and goals. Most of our clients start in the $5,000 – $10,000/month range. No one-size-fits-all here.

A Different Kind of Partnership
Agencies want you dependent on them. I want to make you independent.
My goal is to build a marketing function so strong, strategic, and efficient that eventually, you won't need me anymore.
  • Strategic Alignment: Marketing that serves the business, not just the brand.
  • Tech Enablement: Practical AI and automation that saves hours, not just buzzwords.
  • Team Empowerment: Turning order-takers into strategic thinkers.

Ready to fix your marketing strategy?

Let’s have a conversation. No pitch decks, no pressure. Just an honest look at where your credit union is today and where you need to be.

Schedule a Strategy Call
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