About Us

Who We Are...

We provide boutique digital marketing for Independent Financial Advisors nationwide.

Utilizing the industry leaders in marketing technology, we provide integrated, efficient, and cost-effective solutions for email marketing, social media aggregation, SEO, lead generation, and digital advertising.

We think that each unique marketing objective requires a unique approach. Every style should be spoken for and every financial advisor should be able to tell their story without a cookie-cutter marketing strategy.

No two firms are alike. Each advisor we work with has a different approach to how they communicate with their clients and prospects as well as different goals for business development.

We provide comprehensive content and digital marketing strategies as well as technology integrations, graphic design, email marketing, lead generation, website design and hosting, and Alexa skills development and marketing.

Learn more about the Illuminated Advisors team.

Who We Are...

We provide boutique digital marketing for Independent Financial Advisors nationwide.

Utilizing the industry leaders in marketing technology, we provide integrated, efficient and cost-effective solutions for email marketing, social media aggregation, SEO optimization, lead generation and digital advertising.

No two firms are alike. Each advisor we work with has a different approach to how they communicate with their clients and prospects as well as different goals for business development.

Anna Shea

President & Founder

Anna cares deeply about her team, her clients, and most importantly her family. She lives near the ocean in Rhode Island with her husband, Kevin; her three children, Molly, Kevin, and Grace; and her two dogs, Clover and Marley.

Kathleen Mahoney-Cobb

Creative Director

Kathleen is a native Californian, fine artist and graphic designer living in Providence, RI. When she is not working on all things design for IA you can find her in her studio painting and listening to records.

Harley Jones

Digital Marketing Coordinator

Harley is a senior at URI majoring in Psychology and Gender and Women’s Studies. She lives in Providence, where she’s passionate about playing in a flag football league, advocating for causes close to her heart, and enjoying the nightlife with those she loves.

Katie Young

Digital Content Manager

Katie is a Midwesterner born and raised, and she lives in Ohio with her husband and three young sons. A daily purveyor of prose and PB&Js, Katie is a professional writer and marketer by trade, but her favorite title is ‘mom.’

Briana Botelho

Social Media Manager

A Rhode Island native, Briana enjoys connecting clients with their audience through curated, thoughtful content. From floral design to real estate, Briana brings a wealth of experience in marketing across diverse sectors. With a passion for design in all its forms—whether it’s graphic, interior, or botanical—Briana finds creativity everywhere. When she’s not crafting social media strategies, you can usually find her cozied up with a good book, her pup Hendrix by her side, or out with her husband discovering new restaurants. Or, perhaps, redecorating her living room yet again.

Get Started Today!

There’s no time like the present to energize your clients and increase your pipeline.