Co-Founder Jeremy Jackson has developed marketing plans for thousands of financial advisors and major wealth management firms across the United States, Canada, and the United Kingdom. He has spoken at dozens of industry events, has been interviewed or featured in numerous industry trade publications, and is a member of the invitation-only Forbes Agency Council. Jeremy obtained his Series 7 and Series 66 licenses in 2013. Prior to founding SKY, Jeremy held senior marketing roles at major investment firms with responsibility for client acquisition, client retention, and advisor recruiting.
Co-Founder Josh Roesslein has spent his career guiding financial advisors and financial services professionals with smarter marketing plans. He is a foremost industry expert on social media, content strategy, client relationship management, and advisor recruiting. Josh has presented at many industry conferences and consulted with CEOs, CMOs, senior marketing leaders, branch managers, and financial advisors across the country. Prior to founding SKY, Josh was responsible for advisor marketing and advisor recruiting for major financial services firms.
Creative Director Michelle Borkowski uses more than a decade of marketing and design experience to lead the creative team at SKY. Her work is focused on differentiating financial advisors by building a unifying brand, while simultaneously executing the work with thoughtful, engaging design. She takes pride in knowing that her clients can trust her to be an extension of their teams’ marketing strategies. She also coordinates projects with printers, media sources, vendors, and freelance creative support.
Account Manager and Senior Marketing Consultant Emily Montgomery comes to SKY with extensive industry knowledge and firsthand experience servicing the marketing needs of financial advisors. A former Marketing Consultant, Emily’s eye for strategy and strong communication skills put advisors at ease and provide clarity surrounding their marketing goals. She enjoys working with people and leads both corporate and advisor relationships with a can-do attitude.
Marketing Consultant and Media Strategist Karen Mills is a jack of all trades at SKY, taking on a wide range of duties that include project management, writing, website support, social media consulting, and more. Karen has worked in financial services for five years and enjoys leveraging her experience in product and retail marketing to bring a fresh perspective to financial services marketing.
Writer Lizzie Wiley joined SKY after an impressive career in academia. Lizzie has extensive experience with research and copywriting and is responsible for many technical writing projects at SKY. She prides herself on being able to help financial advisors tell their stories in an effective way to attract new clients, retain existing clients, or grow their wealth management teams.
Marketing Consultant and Writer Jaron Rhoda has worn many hats in his marketing career, primarily focusing on client relationships, developing campaign content, and building strategies for growth. Jaron works with corporate clients to enhance their recruitment efforts through intelligent, targeted content development, and he uses his experience to help bridge the gap between advisors and investors.
Graphic Designer Michaela Finneveros has extensive experience in all facets of design, including web, graphic, digital, print, and social media. She utilizes these skill sets on a daily basis to enhance the marketing collateral and online presence for countless financial services professionals, and she has a knack for simplifying the complex through her design expertise.
Graphic Designer Kyle Williams leverages his experience in branding and marketing production for small businesses in his role at SKY. He supports the design team by bringing creative solutions to website design efforts and executing tasks across multiple concurrent projects. Kyle’s focus is to help financial advisors and wealth managers keep their online presence fresh and professional.
Jack serves as a muse, distraction, and source of joy for the SKY team day-to-day. Not really a morning person, but also not super productive late morning, lunch, early afternoon, or late afternoon, he's at his best when it's quitting time for the day or when snacks are secretly shared with him by irresponsible SKY employees.
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