Welcome, Scott!
We’re excited you’re here and can’t wait till Wednesday. So here’s a little about us in the meantime.
Watch the videoSo why did PenFed decide to buy us? Glad you asked.
"Full service" means one call instead of seven.
Strategy
It’s what we start with, and it’s behind everything we do. Like Invisalign, but for investment, ideas, execution and KPIs.
Brand Development
and Design
The Swiss Grid is our co-pilot. Whether it's a months-long collaboration with Pentagram for Metro or creating a brand from scratch for a new defense contractor racing to market.
Media
We reach the right people with the right information at the right time. Hope that shows, Scott!
Campaigns
That said, targeted media is only as good as the message. Information is nothing. Connection, everything.
Video
In fact, we’ve been so successful in giving people the feels, we created a 7,000-square-foot studio so we could do it in-house.
Digital & AI
From a federal web ecosystem for Hitachi to a data-driven experience for Metro (or a site for a new CMO), we turn complexity into clarity and utility into delight.
Analytics
Our work is continuously optimized through ongoing performance analysis across devices and platforms. (IOW, if you don’t like this site, we’ll make it better.)
We’ve got history
WHITE64 has been PenFed’s integrated marketing partner across brand, creative, media, digital, and experiential since 2014. We became a subsidiary four years later. After 11 years, we know your business, your brand, and your team. So even though we’re just meeting, we feel like we know each other.
What's next for PenFed?
We have some thoughts.
Today we have uninhibited access to financial advice, rates, reviews, and opinions, but more information hasn’t made financial decisions any easier. From TikTok to endless comparison tools, financial planning is mentally overwhelming. When it comes to trust, PenFed leads the pack. Eighty-five percent consider us trustworthy compared to an average of 69% for other institutions. Trust is a competitive kryptonite – the trick is to make it a differentiator.
Nostalgia isn’t new, but new research shows just how powerful it has become: The connection to nostalgia has jumped a whopping 140% since 2022. The power of nostalgia spans generations, appealing to nearly three quarters of 18- to 64-year-olds and half of those 65 and older. The real question is: How can PF tap into nostalgia in a meaningful way? It’s worth considering nostalgia across partnerships and products.
We may be seen as a utility – a physical and virtual destination for transactions – but in truth, we are way more than that. We are builders of financial resiliency. We believe that improved financial health improves your life. We don’t just promote rates and offers, we educate, inspire, and entertain. We are naturally transitioning from a financial brand to a lifestyle brand, and we’re finding more and more real moments to connect.
Well-being is about being and living well. New research from Civic Science suggests that while people are cutting back on expenses, they are overspending on health and well-being. It’s the boom category of the uncertain economy. The link between financial well-being and health is intrinsic, and we have a role to play in promoting everything that we do through this lens. The challenge is differentiating.
- BIO
- Metro
- Marriott HVMB
- FXVA
A 250% increase in positive vaccine sentiment
With vaccine hesitancy at its peak, we showed policy makers we’re all in this together.
Here for it.
A multidisciplinary team of experts with decades of combined financial services experience at your disposal. No assembly required.
Tori Barmoy
VP, Executive Producer
Kerry Beutel
President
Krista Catalfamo
Associate Creative Director
Alexandra Claessen
Associate Director, Digital Strategy
Jack Dayan
Chief Strategy Officer
Paige Emory
Account Executive
Malik Gay
Media Planner/Buyer
Alicia Gehring
SVP of Media
Rolando Gumler
Creative Director
Steve Johnson
Group Account Director, Client Success
Brittany Klancher
Project Management Director
Heather Knight
VP, Group Creative Director
Edi Loyola
Associate Creative Director
Julian Marin
Director, Marketing Analytics
Caroline Moncure
Chief Client Officer
Jen Adu-Shackelford
Associate Creative Director
Laura Slonski
Media Director
Mick Sutter
Chief Creative Officer
Mark Wahl
VP, Technology & Innovation
Nate Whittington
CFO/CCO
Jerold Williams
Director, Project Management
Mike Wilson
Executive Creative Director
Our Other Clients