If you want a digital marketing firm that understands where you’re coming from and what you need, you’ve come to the right place. Kalli has over ten years of experience in the financial planning industry, and her credentials include former Digital Marketing coach for the FPA as well as previously being licensed with the series 7 and 63.
As someone who has been profoundly impacted by the positive power of the financial planning industry, she’s passionate about the difference you make from the client’s perspective. Together, her arsenal of experience adds up to a digital marketing professional who gets you AND your clients. Her knack for creativity and experience-driven strategy complete the one-two punch of seasoned insider and qualified professional, driving your digital marketing strategy out of mediocrity and toward meaningful, authentic client relationships. In short, she’s the perfect guide to give your brand a voice that your audience can connect with.
Born and raised 20 minutes from Clearwater Beach, Kalli grew up with the sand between her toes and the sun in her hair. Even though she was just around the corner from Raymond James headquarters, it wasn't until she got a job for an independent Raymond James firm that she was introduced to a whole new world of stocks and bonds and realized Raymond James was more than a name on a football stadium (true story). While Florida will always be in her veins, she officially made Tennessee her permanent residence in 2013.
Kalli Age 3
You could say Kalli is an animal lover. Starting all the way back to the day she was born, Kalli's parents took her to her dad's pet shop. She grew up around all kinds of animals, from spur-thigh tortoises in the backyard to two-toed sloths in the pet shop. Her knowledge of animal care is only eclipsed by her knowledge of digital marketing. Once a customer named their second dog after Kalli after she saved their first dog from hypoglycemic shock. It was her creative work on the pet shop's website all the way back in college that landed her dad on Anderson Cooper's daytime talk show.
Kalli Age 20
A creative at heart, numbers weren't her strong suit, but when offered the chance to advance her career and increase her paycheck, she jumped at the opportunity to get licensed. In 2015, after a grueling nine months of studying in her free time, she finally passed the series 7! How did she spend that newly acquired bump in pay? On a mission trip to Swaziland with Hope Alive 268.
2015
About two years after getting licensed and starting a new role at the financial firm she was working at, Kalli ventured out on her own to do some freelance work. That work quickly caught word, which led to a full-blown business that you know as Savvy Advisor Marketing today. Today you can find Kalli directing the company and speaking on stages across the U.S. That is when she's not snuggled up with pups, Clementine and Lego.
2025
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