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Kristen Luke
President at Kaleido Creative Studio


With nearly 15 years of experience working with financial advisory firms, Kristen has built her career on mastering RIA marketing. Kristen got started in the industry as the Director of Marketing for a boutique wealth management firm. In 2008, she founded a marketing consulting practice that has evolved into what Kaleido Creative Studio is today. Over the course of her career, Kristen has worked one-on-one with an estimated 250 financial advisory firms. She also regularly contributes her expertise in all areas of financial advisor marketing through industry conferences and publications.

Agenda Sessions

  • Finding Riches in Niches – How Target Marketing can Empower Growth