Sewall Financial Group – Building a Brand for Athletes & Executives

Role: Marketing Lead


Category:

Athlete Marketing | Content Strategy | Branding | Web | Social | Email | SEO

Challenge: Elevate the visibility and credibility of a boutique wealth management firm specializing in high-net-worth clients, particularly professional athletes and corporate executives.

Strategy:
Position Sewall Financial as a trusted advisor with a relatable, athlete-driven narrative. Build a consistent, compelling brand presence across all platforms; web, social, email, and in-person materials — while emphasizing the firm’s family-first values and long-term client partnerships.

Execution:

  • Created the brand story of a former pro athlete turned professional advisor, helping athletes and execs “make their money work for them”

  • Led logo design, visual identity, branded merchandise, and core messaging

  • Wrote and managed content for website, social media, and print materials

  • Built and executed monthly content calendars across LinkedIn, Instagram, Twitter, and Facebook

  • Designed custom sales decks for prospect meetings and athlete client pitches

  • Developed marketing templates and branded collateral, including onboarding kits and giveaways

  • Managed CRM system and ran email campaigns focused on prospecting, referral generation, and client updates (newsletters, current events, financial education)

Outcome:

  • Strengthened athlete engagement and referral network

  • Achieved a consistent and professional digital brand presence across all channels

  • Increased visibility among athlete agents, business managers, and sports professionals

  • Laid the foundation for long-term inbound interest and growth

Northwestern Mutual – John Todd Team
Financial Planning for Business Leaders & Executives

Role: Director of Marketing and Business Development

Category:

Content Strategy | Brand Development | Client Communications | Digital Marketing | CRM | Email

Challenge:
Support a high-performing Northwestern Mutual advisor in expanding his client base with a focus on business owners, medical professionals, and corporate executives, while creating a more engaging, cohesive, and professional brand presence.

Strategy:
Modernize the team’s brand and messaging to reflect trust, intelligence, legacy and high performance. Drive awareness and engagement through consistent digital content, streamlined client touchpoints, and a values-driven approach to outreach.

Execution:

  • Refreshed brand identity and messaging for the John Todd team, aligning content with clients’ financial priorities and lifestyle

    • focused on legacy (four generations of NWM advisors), experience and integrity

  • Designed content across web, social, email, and print that spoke directly to high-income earners

  • Built and maintained marketing calendar for client communications and prospecting outreach

  • Created client-facing decks, onboarding materials, and event collateral

  • Wrote and managed email marketing campaigns: educational insights, market updates, and client stories

  • Implemented CRM processes for lead nurturing, client servicing, and referral tracking

  • Lead social media management and digital presence on LinkedIn, Twitter and Facebook

Outcome:

  • Increased assets under management by 100% in first year, increased premiums paid by 65%

  • Increased new clients/referral rates by 75%

  • Streamlined marketing efforts and enhanced team efficiency through better CRM use

  • Contributed to team growth in business owner and executive clientele through targeted outreach and improved brand cohesion

Freelance Marketing & Brand Strategy

Role: Digital Marketing and Branding Lead


Clients:

RE Little Design - custom construction, restoration and home improvement firm

Fortify - personal fitness brand, gym and physical therapy

ReMax - The Ben Willet Team - top residential real estate team in Newport, Rhode Island

Bob’s Big Give - Southern New England charity specializing in food drives, back to school drives and holiday meal distribution

Challenge: Help small but high-impact organizations across industries establish brand credibility, boost local awareness, and improve digital visibility - all while building scalable marketing systems on tight budgets.

Strategy:
Create clear, distinct brand voices tailored to each client’s core audience, whether it’s high-end homeowners, fitness clients, luxury homebuyers, or local families in need. Build lean marketing systems that deliver results without the overhead.

Execution:

RE Little Design

  • Refreshed visual identity and messaging to target upscale residential clients

  • Developed service pages and project highlights as well as total website revamp

  • Advised on social content and email strategies for client referrals and visibility

Fortify (Fitness & PT Brand)

  • Built brand story and value prop around personal transformation and recovery

  • Created social content templates, brand colors, and tagline ideas

  • Designed gym merchandise that aligned with brand values

Ben Willet ReMax Team

  • Repositioned team as “local experts with elite service” for high-end buyers and sellers

  • Designed custom email and social campaigns for listings, open houses, and testimonials

  • Delivered marketing playbook and templates for consistent outreach

Bob’s Big Give (Charity)

  • Refreshed logo and visual identity while maintaining a community-first tone

  • Wrote and scheduled holiday campaign content across Facebook, IG, and email

  • Designed flyers, swag, and donation drives to maximize community engagement

Outcome:

  • Created lasting brand assets and systems used beyond the initial scope

  • Helped generate new leads and build community presence

  • Developed cohesive, scalable marketing materials used across web, print, and events

  • Delivered real impact with lean, smart marketing execution