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Mary Kate Gulick

Chief Marketing Officer

Mary Kate Gulick is an award-winning marketing veteran, creative leader, content marketing pioneer and Amazon bestselling author. She has an MA in advertising, marketing and communication studies, and is a Professional Certified Content Marketer. After years providing game-changing creative ideas, leadership, and marketing strategy for award-winning ad agencies, Mary Kate joined IBM to lead their employment brand offering. From there, long-time client TD Ameritrade tapped her to head up brand, creative and digital marketing for the Institutional business, where she developed a keen understanding of the needs of RIAs and independent advisors while building the company’s award-winning content marketing program and category leading digital presence.

She currently sits on the board of the #1 nationally ranked chapter of the American Marketing Association, is the chair of the Hunger & Food Access Committee on the Junior League of Omaha, and big sister with Big Brothers Big Sisters.

Mary Kate is the mother of two active boys, wife to an amazing husband, and dog-mom to a mini-goldendoodle. She loves reading, cooking, live music and is a huge Harry Potter and Star Wars fan. She’s obsessed with Broadway, sings showtunes while she works, and her oldest son is currently teaching her to play tennis.

Areas of Expertise

  • Brand messaging
  • Marketing strategy and leadership
  • Content marketing

As Seen In:

News

Finanical Advisor IQ

Posted on November 11, 2011
News

Financial Planning Association

Posted on February, 2022

Executive Leadership

Teri Shepherd

President

Aaron Schaben

President

Kim Reed

Senior Vice President, Finance & Accounting

Brian Green

Senior Vice President, Corporate Strategy & Product Development

Alex Rodawig

Managing Director & Head of Carson Wealth Management

Scott Conroy

Managing Partner, Business Consulting & Training

Kelsey Ruwe

Chief of Staff

Nelly Carson

Chief Comfort Officer

Lantz Hunt

Chief Operating Officer, CWM, LLC

Ben Mathis

Chief Information Officer

Dan Tobin

Chief Risk Officer

Janet Anderson

Senior Vice President, Service and Support

Ron Carson

Founder and CEO

Executive Board

Teri Shepherd

President

Aaron Schaben

President

Ron Carson

Founder and CEO

Jamie Hopkins

Managing Partner of Wealth Solutions

Coaching & Consulting

Mark Wellwood

Vice President, Business Consulting

Jon Reidenouer

Vice President, Business Consulting

Jaclyn Peal

Vice President, Business Consulting

Bobby Steinau

Vice President, Business Consulting

Scott Conroy

Managing Partner, Business Consulting & Training

Joanna Swanson

Vice President, Advisor Development

Pam Burwell

Senior Operations Associate

Diana Koger

Client Relationship Specialist

Mindy Dalrymple

Client Relationship Specialist

Business Development