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