Your Marketing Team
Each member of our team has years of experience and are experts in their specialty. They are part of Top Advisor Marketing because they believe in simple. Simple means affordable, interesting, sustainable, fun and effective.
Founder | Brand Guy
Kirk Lowe is constantly pushing for better, more efficient financial branding and marketing. He is one of those rare professionals who graciously shares everything he’s working on, having success with, and/or has failed miserably at.
Over 17+ years in financial branding, Kirk has worked with independent advisors, RIAs, IMOs, and BDs helping each find their unique points of differentiation then bring it to life in their marketing. Kirk’s clients have spanned the UNITED STATES, CANADA and AUSTRALIA.
Kirk has published many white papers, exercises, assessments, and media articles over the years – many archived in AdvisorU. He’s spoken at conferences, boot camps and done countless webinars. Kirk’s focus has been to help advisors see the big picture, focus on what matters, and then get caught up in the details that work.
Founder | Brand Guy
Ray has lived the financial executive role – for many years. Ray and Kirk combined forces in 2005 and slowly built a reputable, professional, influential financial branding firm.
Ray is often the voice of reason and simplicity when it coms to marketing. He’s also the master of frugal, organic tactics whenever possible. His fingerprints are all over Top Advisor Marketing and the influential writings.
Ray greatest passion is marketing simplicity – how do we get results without complicating things. When so many “marketing gurus” sell their unidimensional (silo) solutions, Ray’s focused on “what works” and “better ways”.
Ray is one of those guys who can build stuff, fix stuff, ride stuff, read stuff, and get stuff done.
Partner | Brand & Podcast Guy "The Voice"
Matt got started in the financial services industry 20 years ago as a certified life and business coach. As he became immersed in his client’s biggest needs, he built his knowledge and expertise as a financial branding and social media expert. More recently, Matt has added podcasting to that list.
Matt respects how tough it is to be great and effective at marketing while running a practice, living a life, and loving a family. He teaches advisors how to be themselves, let their passions shine through and create strong brands that resonate with ideal prospects and centers of influence.
Matt’s first book “The Social Media Handbook for Financial Advisors” available on Amazon was a big hit. He’s been leading the social wave in financial services for years – teaching top advisors how to be human in an oftentimes inhuman industry. His second book “99 best ideas”, was an Amazon bestseller and is filled with marketing ideas.
In his list of accomplishments, Matt has served in the Navy, is a trained therapist, been a radio host, and worked as a financial professional too. Matt’s breadth of hands on experience positions him superbly to help financial professionals build the marketing side of their practices. He’s been there, done that and has the T-Shirt.
Matt is married with two twin teenage boys. They are avid swimmers. Oh, and Matt’s dogs are a big ole St. Bernard and a rescue pitbull mix named Luke (after the Jedi).
Director of Podcast Services
Lisa really enjoys helping people get organized, get answers and move forward. Lisa has worked in customer service for 30+ years helping develop and implement service processes and protocols. She’s a stickler for the details and getting $#!+ done.
Over Lisa’ 30+ years, she spent 22 in the financial services industry. Her roles varied from Customer Service Representative, Learning and Development, Coaching and Mentoring, to Management and Risk Management.
Lisa is a lifelong learner, always looking to better herself. She has gone back to school and achieved multiple certifications over the years, including, Website Design, Teaching and Training Adults, Customer Service Experience, and Interior Decorating.
Lisa is very active in the community helping manage a soccer association and coaching a competitive soccer team. She’s an avid quilter, yes, I said quilter. Like any true Canadian, she’s loves hockey too. The best thing about Lisa, her laugh. It may even be better than Matt’s.
Director of Social Media Services
Kaley is an avid story teller and strategic communicator. With a Masters in Media, Journalism, and Communications her focus is streamlining and revitalizing social media for financial advisors.
Prior to joining Top Advisor Marketing, Kaley worked with non-profits and small businesses to develop a social that brings brand awareness to their target audiences. Kaley seeks to find the voice and ideas behind a brand and use that story in an every day online presence. It’s very effective.
Outside the office Kaley has a passion for the creative. From photography and cooking, to crocheting and sculpture. Kaley also enjoys exploring the shores of Lake Huron.
Social Media Artisan
Jessica has always had a passion for the written word. In her early years, while her friends were kicking around a soccer ball or playing foursquare, you could find Jessica either reading or writing. Af school, Jessica would lean against the brickwall rereading books – often narrated by another of her passions, dogs.
Her love for stories evolved through her schooling and carreer to journalism. Jessica is in good company at Top Advisor Marketing– a marketing team with storytelling in its DNA.
Jessica helps financial advisors engage with their online audience in meaningful and genuine ways. She believes that when financial advisors tell stories about their brands, their audience can connect with them on a human level. Only then can financial advisors use social media to its utmost potential: to build and strengthen relationships.
Jessica has a Masters of Journalism and Communications degree. She is a fan of dogs, weightlifting, libraries and chocolate cake.