OUR TEAM OF MARKETING PROFESSIONALS
15+ year veterans of the professional services industry — with a focus on digital marketing — the EstateProMarketer team has been serving estate planning lawyers since 2010. This work was originally performed under the auspice of sister agency, TaxProMarketer. Because of their reputation and results on behalf of CPA’s and accountants, estate planning lawyers sought out the team for their services.
But there was no dedicated team working with lawyers and estate planners … until 2018, and the birth of the EstateProMarketer Agency.
As a whole, the team has established a reputation with lawyers, CPA’s and other professional firms for straight-talk and results on behalf of members and subscription-level clients. Collectively, the EstateProMarketer team members have become widely-followed voices to professional firms and their teams.
EstateProMarketer serves clients all across the United States and Canada who use their services to build relationships with their prospects & existing clients, as well as to grow the value of their firm (for immediate cashflow and future sale-ability) by utilizing these tools. Their tools include: a relational email marketing program, social media feed program, local listings management and optimization, and creating full “online marketing machines” for clients (which include SEO-optimized, conversion-centric custom websites).
The EstateProMarketer team is an Infusionsoft Certified Partner, a Digital Marketer Certified Agency, and a Yelp Ads Certified Partner.
OUR TEAM
Nate Hagerty
Nate Hagerty entered the professional services marketing world in 2003, after a background in non-profits and sales. In his years as a voice to the tax, accounting and legal industries, Nate established a reputation for straight-talk and results on behalf of members...
Jessica Vanderbok
Development Specialist Not Jill's Sister Jessica Vander Bok has been serving the EstateProMarketer team since December 2013. She has been diligently caring for our clients' marketing needs as the Client Accounts Manager, ensuring every question and request is promptly...
Christian Jones
Christian Jones - Director of Search Marketing Expert On Migrant Birds Christian is EstateProMarketer's Director of Search Marketing. He oversees custom website production on behalf of our clients, as well as the implementation of EstateProMarketer's search marketing...
Jodi Schipper
Jodi Schipper - Social Media Marketing Director Reigning GIF Queen Jodi brings a combination of management and creative to the EstateProMarketer leadership team. She directs the daily management of our social media team and operations, spearheads multiple ongoing...
Troy Lakey
Troy Lakey - Chief Operating Officer Award Winning Beard After earning a degree in theology, EstateProMarketer COO Troy Lakey went directly into work and training as a corporate litigation and estate planning paralegal for a mid-sized firm in the Chicago Loop,...
Amanda Smith
Amanda Smith - Executive Assistant to the CEO Tiniest Picture Award Amanda Smith has been a dependable and enthusiastic employee for EstateProMarketer since February, 2011. As Executive Assistant to the CEO, Amanda is not only responsible for the day to day tasks of...
Jill Vanderbok
Jill Vanderbok - Client Happiness Specialist Most Likely To Breakout In Song Jill joined the EstateProMarketer team in August 2017 as part of our Client Happiness Department. As a Client Concierge, Jill helps to ensure that our clients’ email, phone, and live chat...
Eugenia Brock
Eugenia Brock - Director of Email Marketing Bringer of Baked Goods Eugenia brings comprehensive workflow analysis and management to the EstateProMarketer team. She runs the email marketing department, setting up new clients and fulfilling all their custom individual...
Katherine Hershberger
Katherine Hershberger - Director of Client Happiness TPM Fashion Coordinator Katherine joined the EstateProMarketer team in February 2015, as our Social Media Marketing Specialist, to bring production support and research for our Social Media Elevation service. Moving...