About Kaleido

Kaleido Creative Studio is a marketing agency originally founded in 2008 as Wealth Management Marketing by Kristen Luke, a veteran financial advisor marketing consultant. Our team is dedicated to helping financial advisors execute their marketing plans.

Kristen Luke | President

Meagan Evertson | Client Experience

Kari Helton | Copywriting

Jackie Walker | Graphic Design

Vincent Lummus | Accounting