Barry Eisenman – Principal
- Oversees agency operations
- Provides tactical marketing strategies and creative direction
- Over 30 years of advertising agency, marketing and communications
experience
- Bachelor of Arts degree, California State University, Northridge
Nancy Eisenman – Human Resources and Accounting
- Oversees all human resources activities, company finances accounts
payable/receivables
- Over 20 years of experience as special events coordinator
- Bachelor of Science degree, California State University, Northridge
Dawn Gareiss
- More
than 24 years of investment writing and marketing experience.
- Skilled
at writing a variety of communications, including brochures, shareholder
reports, newsletters, web sites, presentations, white papers and direct mail
campaigns.
- Expertise
in tailoring messages and content to the appropriate audience, including
current and prospective clients, employees and affiliates.
- Able
to persuade, educate and inform investors and financial advisors in all market
environments.
- Bachelor of Science degree from University of Illinois, Urbana-Champaign; earned Series 7 and Series 63 securities licenses.
Timothy Tope – Creative Director/Web Design Strategist
- Provides conceptual design through production for all materials
- Over 28 years experience in graphic design and visual communications
- Bachelor of Science degree from The Ohio State University
Kristie Kern – Art Director
- Provides conceptual design through production for all materials
- Over 20 years experience in graphic design and visual communications
- Bachelor of Arts degree Bowling Green State University
David Alexander – Senior Copywriter and Marketing Strategist
- Over 20 years of experience in mutual fund and investment related
marketing communications
- Develops copy for marketing and sales collateral and other communications
- Completed courses toward CertifiedFinancial Planner cirriculum
- Bachelor of Arts degree from Brandies University, Boston
Heidi Thompson – Proofreading and editing support
- Over 25 years of experience in communications for the financial services
industry
- Bachelor of Science in Business Administration from The Ohio State University
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