An unmatched bench of industry marketing leaders

Our people are the secret sauce that makes Ficomm so invaluable to the clients we serve. Led by respected industry leaders who have done the hard work of growth marketing at wealth management companies like yours, Ficomm is built to come alongside you on your unique growth journey.

Ficommers are passionate, creative, problem-solving champions of the industry. We’re committed to transforming wealth management and help the best RIAs, asset managers and wealth management platforms grow. From NYC to Orange County–and many places in between–we bring trust, transparency, and authenticity to every client relationship.

Strategy Experts

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Camille Birk

EVP, Head of Client Success

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Jordan Bravo

VP, Consulting & Innovation

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Candice Carlton

EVP, Head of Strategy

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Carolyn Dalle-Molle

VP, Consulting & Innovation

Lex Flores

Lex Flores

Client Success Manager

Kristen George Executive Assistant

Kristen George

Executive Assistant

Nicole Payés Sol

Nicole Payés Sol

Creative Graphic Designer

Meg Carpenter Executive Vice President and Chief Wealth Management Officer, First National Bank in Sioux Falls-2

Sidney Synder

Digital Marketing Manager

Jill Schofield

Jill Schofield

VP, New Skool Media

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Kelsey Woodbridge

VP, New Skool Media

Ficomm_Icons-Minimal_Checkmark100% female leadership team

Ficomm_Icons-Minimal_Checkmark200 years of collective industry experience

Ficomm_Icons-Minimal_Checkmark250+ clients served 

 

Where our team has worked

Advisory Board and Consultants

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Seb Dovey

Advisory Board Member

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Katie Johnson

Advisory Board Member

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Tim Welsh

Advisory Board Member

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Ready to work with

our team?

Take the Growth Needs Assessment now.