Kristen Luke is the co-founder of Kaleido Inc. , the financial advisory industrys only practice growth agency that helps firms break through growth barriers to achieve transformational results. Kaleido brings expertise in both maximizing profit and generating revenue to help strengthen and grow businesses. Prior to forming Kaleido in 2014, Kristen was the CEO of Wealth Management Marketing, a firm specializing in outsourced marketing services for financial advisors. Kristen brings more than a decade of experience working exclusively with independent financial advisor firms to market and grow their businesses.
Kristen holds a bachelors degree in business economics and an MBA with an emphasis in marketing. She is frequent contributor to InvestmentNews and Advisor Perspectives. In 2014, Kristen was named to InvestmentNews inaugural 40 under 40 class.