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Marketers on a mission

This isn’t just about effective digital marketing. It’s bigger than that for us.

We are digital marketing strategists, specialists, advertisers, designers, and writers that focus exclusively on financial services and fintech. We love what we do – helping our clients successfully grow, optimize or launch their businesses and services. But even deeper than that is a desire to positively impact financial wellbeing for everyone.

Focused on Financial Well-being

Through our efforts as a digital marketing agency in the financial services industry, we hope and strive to have a far-reaching impact on businesses and people:

We aim to empower every person on the planet to live a more financially fulfilling, confident, and successful life.

It’s a lofty goal, but an attainable one — and essential. Financial literacy, along with access to financial services, are key to success in modern society. Whether it’s a traditional bank, business lender, payments technology, or a creative new idea in fintech, the industry’s future depends on innovation, accessibility, and inclusivity. So does the financial well-being and security of millions of people and businesses.

If you share this mission, then we share a common cause. And we’ll probably work really well together.

Meet the CSTMR team

You know it’s true. The overwhelming majority of financial brands look and sound alike in their digital marketing. But it doesn’t have to be that way.

Our team of digital marketing experts help fintech and financial services companies grow by standing out from the everyday, forging a unique path built around your customers and your distinctive offering. We come to this with a deep background in financial brands, marketing, and advertising. From the broadest consumer-facing bank to the most niche B2B back-office fintech solution, we know this territory – and we are continually excited by the new ideas that are brought to market every day. There’s no excuse for “me-too” marketing when your product is anything but.

Whether it’s full marketing strategy, advertising campaigns, elegant and effective design and user experience (UX), or hardworking customer acquisition programs, we turn smart financial brands into famous ones. Our people bring their talent and their passion to building customer experiences that drive revenue, engagement, and long-term loyalty. Strategy, design, and execution work in harmony with a focus on metrics to engage customers from the first touch to conversion.

Founded by veterans who’ve supported some of the biggest fintech brands in the U.S., CSTMR is based in Austin, TX with a team of innovative digital strategists, advertising experts, marketing specialists, writers, designers, and developers distributed across the U.S. and the world.

And, if you can picture yourself as part of our team, check out our open positions and consider joining us!

Rory Holland

Founder / CEO

Rory Holland

Founder / CEO

Rory is an entrepreneur at heart and for more than 20 years, he has helped Fintech and financial companies leverage digital marketing to drive growth and revenues. He lead the launch and growth of several financial and marketing companies, and brings in-the-trenches experience to each customer engagement. Prior to CSTMR, Rory was the CMO at Credit.com, where he helped relaunch the brand, developed key relationships and scaled revenues. He also co-founded BlueSky Marketing, a leading automotive marketing company in the San Francisco Bay Area, and launched two marketing companies, ID8 and Telling, that were both acquired. Rory is based in Austin, Texas.

Jack Macy

Founder / COO

Jack Macy

Founder / COO

Jack leads the operational side of our house, leaning on his experience and insights from working across all areas of the business over time. A builder at heart, he combines his knowledge and passion to develop great brands and experiences that users find valuable and companies find effective. Jack has a background in leading product, creative, and technology teams in both agencies and in-house, most recently in financial services at Credit.com. Along with his expertise helping clients in lending, banking, payments, insurance and more, Jack also spent years working in hi-tech, education, healthcare, and nonprofit sectors with such companies as Sun Microsystems, VMware, Cisco, American Red Cross, Sesame Street Workshop, and public radio/TV. Jack is our anchor in Northern California, and can often be found running the trails in the Sierras.

Whitney Wingerd

Head of Content & Social Marketing

Whitney Wingerd

Head of Content & Social Marketing

Whitney began her career in journalism but quickly moved into the world of social media. She has two decades of experience working as an influencer, and in digital and social media marketing. Whitney oversees our Content team and the execution of content marketing and organic social strategy for our clients. She believes that creative vision & strategy, authenticity, and strong storytelling are the key components to achieving success for our clients. Whitney has worked in both B2B and B2C, and some of the clients she has worked with include: Hasbro, Invisalign, Sallie Mae, Proctor & Gamble, and J&J. She lives outside of Philadelphia with her husband, two teenage boys, a Border Collie, and two feisty cats.

Mark Perna

Director of Paid Media & SEO

Mark Perna

Director of Paid Media & SEO

Mark leads our Paid Media and SEO teams from strategy through execution and results. With a long history of developing, building, and running digital advertising campaigns for clients across a variety of industries. He is also a seasoned SEO strategist who directs and supports our team of SEO experts in their work conducting audits, research, and organic search recommendations for our clients. Mark is a true technophile who loves geeking out on the latest innovations and tools, always looking for ways to optimize both how we work as well as campaign results. Mark is based in sunny Florida, but soon moving to the Front Range of Colorado.

Brad Jerger

Director of Design & Development

Brad Jerger

Director of Design & Development

Brad is a seasoned graphic designer with over 15 years of experience in visual & web design. He consistently delivers high-end, thoughtful design that is functional, visually appealing and user friendly. He has developed digital products, UX frameworks, and visual styling for insurance, payments, investing, banking and more. Brad leads our team of designers and developers to craft new visual identities, websites, mobile apps, digital products, illustrations, and marketing collateral for our clients. A firm believer that form follows function, Brad is based in Oakland, CA.

Traci Fisher

Project & Process Manager

Traci Fisher

Project & Process Manager

Traci brings years of experience in project and program management to the CSTMR team. While she has a strong technical background, in recent years, she has managed the development of complex marketing initiatives that span across departments. Always focused on client satisfaction, Traci works hard to define objectives and expectations early on, and builds metrics to track deliverables. Traci lives outside of Philadelphia with her husband and two children.

David Moore

Creative Director

David Moore

Creative Director

From his beginnings as a copywriter, David rose to become creative director for a large multinational company, then president of a mid-sized independent ad agency. Today he serves a national and international client base from his world headquarters in Omaha, Nebraska. He’s won most every industry award and been featured in the New York Times, Adweek, and his mother’s Christmas letter. At CSTMR, David wears many hats – copywriter, brand strategist, and creative director, and chief caffeine consumer.

Brendan Bresnahan

Content Manager

Brendan Bresnahan

Content Manager

Brendan is CSTMR’s Content Manager and has 6+ years of experience developing compelling and value-driven content across a wide range of industries. With a strong background in SEO, Brendan helps clients grow their businesses with content that drives organic visibility. He earned his law degree from Suffolk University Law School (Boston, Massachusetts), and most recently practiced law as an immigration attorney for vulnerable migrant minors. When not taking a deep dive into all things content, you can find him enjoying some tapas in his home base of Madrid, Spain.

Dan Ocock

Brand Identity Specialist

Dan Ocock

Brand Identity Specialist

Dan is a brand identity designer and strategist with over 22yrs industry experience. Founder of his own brand studio based in Sheffield UK, he’s spent the last 4 years focused on helping startup and scale up entrepreneurs transform their products and services into brands that people can’t ignore. Podcast host of Divided by Brand he always has always something valuable to share on the topic of creative brand development. Let’s get your brand on point!

Hollie Misztak

Project Manager

Hollie Misztak

Project Manager

Hollie Misztak is a Project Management Wizard with a background in surrealist art, boutique architecture and design, and unofficial vibes coordination—if CSTMR had a central office, she’d captain the playlist. She earned a Master’s Degree in Literature with a focus on Shakespearean Studies from the esteemed University of South Florida and spends her days perched seaside in the cozy confines of Sunshine City, Florida, occasionally entombing treasure maps into glass bottles and dropping them into Tampa Bay.

Rory Bonasoro

Marketing Operations Manager

Rory Bonasoro

Marketing Operations Manager

Rory has 16 years of combined marketing and digital experience. She’s incredibly organized and keeps everything running smoothly for our clients on a daily basis. She adds to our team with her expertise in social media, project management and email marketing. Her favorite quote is from Thomas Jefferson, “If you want something you never had, you have to do something you’ve never done before.” Rory hails from New Hampshire, where she lives with her husband, two kids, two dogs and lots of cats!

Elisha Ortiz

Account Manager

Elisha Ortiz

Account Manager

Elishia is an Account Manager here at CSTMR. She hails from both upstate NY and sunny San Diego. Elishia brings years of account management success & digital marketing experience to the table. She’s organized, positive, full of new ideas, and we’re lucky to have her on the team. In her spare time, she loves to travel, practice yoga, and salsa dance!

Kevin Garcia

Paid Media Specialist

Kevin Garcia

Paid Media Specialist

Kevin (often referred to as “KG”) works with our clients to develop digital strategy, conduct market research, and oversee paid media and advertising campaigns with a focus on customer acquisition and brand growth. He has marketing, advertising, optimization and financial services experience on both the agency and customer side, working at Adobe and Commonwealth Bank prior to joining the CSTMR team. Though he hails from Pennsylvania, Kevin has had a wealth of global experiences and is currently based in Portugal.

Lucas Barbero

Writer & Editor

Lucas Barbero

Writer & Editor

Lucas Barbero is an experienced writer & editor. His dedication to detail and precision in writing makes him a dream to have on our editorial team. He has a passion for communication and knows how to find the right voice for every piece. Lucas lives in Barcelona, Spain, speaks three languages, and has never lost a game of Trivial Pursuit.

Credentials & Recognition

2022 Local Excellence Winner in Austin, TX
2021 Best of Marketing & Advertising
TOP AD AGENCY

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We’re a Financial and Fintech Marketing & Advertising Agency hoping to launch and grow great companies – with our heart and eyes set on improving financial literacy, access and well-being for all.

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