Who are these people?

OUR STORY

Turns out we were right. And it is why many of our clients still use us since the day our doors opened. We are proud to be their outside marketing arm while they focus on running their business.

Advisor Expressions was started in 2005 with the goal of providing personal, unique marketing support to busy financial advisors and logistics professionals. Our President Erika DeBlasi began her marketing career at a logistics broker 20 years ago and worked in-house managing a creative team for multiple independent broker-dealers. It was clear that a company that could help manage the website, content, emails, social media, and advertising initiatives for these busy professionals would be useful.

OUR TEAM

ERIKA DEBLASI

President and Strategy Alchemist

Erika DeBlasi worked as a marketing executive for multiple independent broker-dealers and was responsible for the marketing, branding, advertising and communication activities for the firms. She started her marketing career working for a logistics broker and has led design teams in a variety of industries. Mrs. DeBlasi earned her Bachelor of Arts degree in Graphic Design and a minor in French (because, why not?) from Florida Atlantic University in 2004. Since then, she has worked in design and marketing capacities for a variety of companies, including national publications and the PGA of America headquarters. She has broad experience in print and digital marketing, over a decade in media development, and corporate media management expertise. A background in design, communications and finance makes her an ideal marketing partner. Erika has a Social Media Strategy certification from the MIT Sloan School of Management. She also holds a Certified Retirement Counselor designation from InFRE, passed the Series 7 securities exam in 2013, and recently took the Certified Retirement Education Specialist (CRES) program with National Tax-Deferred Savings Association. She also is the Vice-Chair of the Women United committee of the United Way of Palm Beach County and a member of NTSA.

TAL KAMHOLTZ

Senior Designer and Content Wizard

Tal Kamholtz earned her Associate of Arts in Digital Photography from The International Academy of Design & Technology in 2009. She also received her Bachelor of Fine Arts degree in Graphic Design from Florida Atlantic University in 2017. Since then, Tal has been working as a graphic designer here at Advisor Expressions. Tal strongly believes that graphic design is a huge part of our everyday lives. Gaining knowledge through experience has been a fulfilling part of her work, and learning how to build strong relationships with clients and the daily operations of running a business has been priceless.

MARIA RODRIGUEZ

Design Manager and Project Ninja

Maria is a Graphic Designer with a Master’s degree in Management of Design from Jorge Tadeo Lozano University. She also has a Bachelor’s degree in Graphic Design from the same university and Photography from Zona Cinco College in 2017. She has the ability to provide creative solutions, innovative designs and implementation. Maria is passionate about learning new techniques to apply to her projects. She loves being with her son and seeing life differently through him. She also likes to travel and believes this is the best way to grow, exploring different cultures, people and places.

Krystyn Croney-Barot

Project Coordinator and Social Media Rockstar

Krystyn Croney-Barot is a Virtual Assistant with a strong background in customer service, employee management, and social media marketing. She is SEO and Google Analytics trained, plus proficient in content repurposing and research. Passionate about learning, Krystyn is happiest when learning a new skill, language, or platform. When she is not working, Krystyn indulges in her music obsession by going to concerts or curbs her wanderlust by going on adventures with her husband and stepsons.

OUR PROCESS

The process for developing a lasting and relevant brand and marketing approach requires a dedicated, systematic approach with a heavy dose of creativity.

CONSULTATION

This initial interview will allow us to gather the information needed in order to develop a marketing plan recommendation that suits the specific needs of your practice.

PLAN PROPOSAL

Your marketing plan recommendation will include an outline of work we propose for your firm, a timeline of these tasks and how many hours per month we will dedicate to your firm.

LET'S GO!

We get started at once on executing your marketing plan. Now you can focus on running your business while we help increase your brand awareness and market share.

ONGOING SUPPORT

Regular calls/meetings allow us to report progress on tasks and ensure we make any adjustments as the needs of your practice change.

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