Fractional CMO for Financial Services and Fintech

Growth stalls when leaders can't see clearly. Are you feeling friction, but can't identify it? I name it. Then we fix it.

Book a Growth Alignment Call

Fractional CMO for Financial Services and Fintech

Growth stalls when leaders can't see clearly. Are you feeling friction, but can't identify it? I name it. Then we fix it.

Book a Growth Alignment Call

Hi, I'm Katie.

Founders and leadership teams often reach a point where growth has momentum, but everything feels harder than it should. Priorities blur, systems strain, and execution starts to outpace alignment.

My role is to cut through the noise, clarify what actually matters, and build systems that support sustainable growth.

As a fractional CMO and strategic advisor, I partner with fintech and financial services firms to translate business goals into a clear strategy across marketing, sales, and revenue operations. The focus isn't more activity—it's better decisions, repeatable systems, and confident execution.

In my best engagements, I'm not just building strategy — I help leaders see what's actually driving their results, and what's quietly getting in the way. I connect patterns others miss across goals, decisions, and execution, often revealing the business has been solving the wrong problem. Once we shift that, everything moves faster and with more clarity.

I work with a small number of clients at a time. If you're navigating growth and want clarity over noise, let's find out if it's a fit.

Connect with me on LinkedIn.

How I Work With Clients

Turning traction into momentum when founder-led marketing stops scaling.

Fractional CMO

For companies that need ongoing senior marketing leadership without a full-time hire. I embed with your team, own the marketing strategy, and drive execution to bring clarity, alignment, and momentum to the work that actually moves the business.

Ideal for firms at an inflection point who need a strategic partner, not another vendor. Engagements are retainer-based with regular strategy sessions and asynchronous support between them.

Strategic Advisory

For founders and executives who have a marketing team in place but want a senior thought partner for decision support, tradeoffs, and strategic clarity.

Lighter-touch and high-leverage.

Bi-weekly or monthly conversations that sharpen your thinking without adding overhead.

Growth Intensives

For companies that need focused momentum on a specific problem:

Marketing Strategy
Growth Audit
Go-To-Market Plan
Positioning & Messaging

Time-bound engagements with clear outcomes, designed to give you the clarity and direction to move forward with confidence.

Who I Work With

I work with founders and leadership teams who have real momentum, but have hit the point where growth is no longer straightforward.

My deepest experience is in financial services, but the problems I solve show up across industries.

Where I work most often:

Financial services firms (RIAs, asset managers, fintech platforms)
Professional services and advisory firms
Growth-stage B2B companies with complex sales cycles

The common thread isn’t the industry—it’s the situation.

You have a strong business, a real market, and clear growth goals—but results aren’t as consistent or predictable as they should be. What’s working isn’t fully connected, and what got you here isn’t going to get you there.

Marketing and sales are both active—but not aligned. There’s effort, but no system behind it. At some point, that becomes the constraint. That’s where I come in.

I identify what’s actually driving growth (and what’s getting in the way), set clear priorities, and build systems that connect marketing, sales, and revenue—so the business can scale with more clarity, control, and consistency.

Get in Touch

Selected Results

Independent financial planning firm

Built the marketing foundation from the ground up — clarifying the firm's message, aligning strategy across marketing and operations, and creating the systems needed for sustainable growth. Sales tripled over the course of the engagement.

Fintech company, retirement planning software

Owned the full revenue function — marketing, sales, and customer success — through multiple product launches and a period of significant company growth. Built demand generation programs, go-to-market strategy, and sales processes from strategy through execution.

Boutique financial services firm, RIA-focused

Brought in as Fractional CMO to establish the marketing function, build brand positioning, and develop the demand generation programs needed to grow an advisor client base in a competitive market.

Get in Touch

Fractional CMO for Financial Services and Fintech

Fractional CMO for Financial Services and Fintech

How I Work With Clients

Turning traction into momentum when founder-led marketing stops scaling.

Fractional CMO

Strategic Advisory

Growth Intensives

Katie has taken Morris & Pursley Financial Plans a long, long way. Our sales have tripled. She helped me clarify my message and build a strong marketing foundation for my firm. I'm incredibly grateful for everything she's done for our business."

Who I Work With

Selected Results

Insights for founders navigating growth.

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