Meet The AWM Team
Brent has an MBA in Financial Planning from California Lutheran University, and a Master of Arts in Teaching degree from Oregon State University.
Prior to starting Advisor Web Marketing in 2009, he was an elementary school teacher and a College and High School basketball coach for almost 20 years.
In 2018, Brent took an in-house position as Marketing Manger with Alturas Capital Partners, a commercial real estate investment fund, but missed running his own company.
In addition to writing for the AWM blog, he is a VIP Contributing writer to the second largest SEO site in the world – Search Engine Journal – and was syndicated on Steamfeed, Business 2 Community, and Social Media Today.
Brent has presented at XY Planning Network, FinCon, and NAPFA, and has appeared on several industry podcasts and webinars.
He has been featured in the Wall Street Journal, RIA Central, and Financial Advisor Magazine. He is a former contributor to the Steamfeed.com advanced marketing blog and has received industry recognition as a marketing thought leader.
Shelley have an MBA from the Ivey School of Business at Western University and a BA in English Literature from the University of British Columbia. In addition to working with Advisor Web Marketing, she owns and operates Polaris Marketing & PR, a Canadian company specializing in building awareness of consumer brands using PR, social media and content marketing.
Shelley’s experience includes work on a number of personal finance brands, including counseling an investment advisor, First Canadian Mutual Funds (Bank of Montreal), Get Smarter About Money (Ontario Securities Commission), CIBC credit cards (various Canadian product launches), President’s Choice Financial, Canada Life, and Safeway Select Bank.
Her work has been published on Marketing Profs, Spin Sucks, Social Media Today and Business 2 Community.
Thanks for visiting Advisor Web Marketing and for taking the time to get to know us!