Alison Simons

Managing Partner | Simons Marketing

For seven great years, Alison was the head of marketing for a regional CPA firm in Greater Boston where she would joke "If it's not an audit or a tax return, it crosses my desk."  She was responsible for branding and online marketing, recruiting and firm culture, business development and proposals, and more.  In 2013 she founded Simons Marketing and attracted a team of really amazing people to work with CPA firms and wealth management firms across the US. Alison is a member of the AAM, BDO Alliance, and MassCPAs.

Ashley Webb

Marketing Manager | Mercadien

Ashley specializes in digital marketing, business development, data analytics/reporting and branding. She is quite tech savvy, leveraging HubSpot, ChatGPT, ZoomInfo and a suite of other tools for various marketing initiatives. Ashley is responsible for developing and executing firmwide and niche-specific strategic marketing plans to meet growth goals. She is a member of BDO’s DEI and Marketing Roundtables and AAM.

Drew Madison

Multimedia Communications Senior Associate | Warren Averett

Drew produces and edits multimedia content, including videos, podcasts, animations, and live broadcasts, utilizing AI-powered tools to streamline production and enhance quality. Drew collaborates with the marketing communications team to produce high-quality content and assists IT with in-house audio and video operations. Drew is also involved in researching new AI tools to optimize workflows and improve efficiency.

Jaemi Allen

Kelsea Balde

Marketing Manager | Anthem Strategists

Kelsea focuses on business development, digital marketing, brand strategy, content creation, event planning, and enhancing client experience. She also manages and trains on the firm’s CRM, HubSpot, and oversees the onboarding process for new clients. Additionally, Kelsea is actively involved in the firm’s recruiting activities and piloting new tools at Anthem Strategists.

Sunny Ricks

In her role, Sunny collaborates with client service teams and niche marketers to enhance the firm's brand, visibility, and communications. Sunny leads the marketing communications team, functioning as an internal agency advising on branding, media relations, advertising, publicity, websites, content, social media, and collateral, as well as overseeing internal initiatives.