A track record measured in revenue.

June 2025 – Present

Lumida Wealth

Head of Marketing

PE-backed wealth management, reported to the CEO

Built the marketing function from the ground up and grew it to a team of five.

• Built a high-net-worth lead acquisition engine that drove $15M in new AUM
• Generated 2,730+ leads in a single quarter across Meta, Google and LinkedIn
• Cut CPL from $400+ to $240 while sustaining roughly 300% ROAS
• Architected the GoHighLevel CRM and attribution from scratch

June 2024 – June 2025

Vaco by Highspring

Senior Marketing Strategist

National finance and accounting placement firm

• Managed $1M+ in monthly ad spend at a sustained 350%+ ROAS
• Scaled the CRM about 3,000%, from roughly 13,000 to 400,000+ contacts
• Lifted organic impressions 1,122% and grew top-10 rankings from 350 to 659
• Cut CPL from over $2,000 to under $1,000 and doubled email open rates to 40%

April 2022 – June 2024

1SEO Digital Agency

Senior Marketing Strategist

Bristol, PA

• Led paid and SEO strategy for 50+ home services accounts, about $12M in annual spend at 400%+ ROAS
• Brands included Benjamin Franklin Plumbing, One Hour Heating & Air, Overhead Door, Garage Kings, Cornerstone Pros and Charleston Roofs & Windows
• Ran the research and escalations teams, turning new tools and tests into repeatable SOPs

February 2021 – April 2022

Bevanda

Digital & E-commerce Marketing Manager

Gordonville, PA

• Grew e-commerce revenue from $0 to $70K a month in six months