Welcome, Scott!

We’re excited you’re here and can’t wait till Wednesday. So here’s a little about us in the meantime.

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What We Do

So 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.

Industry Insights

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.

Some other client work
  • BIO
  • Metro
  • Marriott HVMB
  • FXVA
BIO

A 250% increase in positive vaccine sentiment

With vaccine hesitancy at its peak, we showed policy makers we’re all in this together.

Your Team

Here for it.

A multidisciplinary team of experts with decades of combined financial services experience at your disposal. No assembly required.

Tori Barmoy

Tori Barmoy

VP, Executive Producer

Kerry Beutel

Kerry Beutel

President

Krista Catalfamo

Krista Catalfamo

Associate Creative Director

Alexandra Claessen

Alexandra Claessen

Associate Director, Digital Strategy

Jack Dayan

Jack Dayan

Chief Strategy Officer

Paige Emory

Paige Emory

Account Executive

Malik Gay

Malik Gay

Media Planner/Buyer

Alicia Gehring

Alicia Gehring

SVP of Media

Rolando Gumler

Rolando Gumler

Creative Director

Steve Johnson

Steve Johnson

Group Account Director, Client Success

Brittany Klancher

Brittany Klancher

Project Management Director

Heather Knight

Heather Knight

VP, Group Creative Director

Edi Loyola

Edi Loyola

Associate Creative Director

Julian Marin

Julian Marin

Director, Marketing Analytics

Caroline Moncure

Caroline Moncure

Chief Client Officer

Jen Adu-Shackelford

Jen Adu-Shackelford

Associate Creative Director

Laura Slonski

Laura Slonski

Media Director

Mick Sutter

Mick Sutter

Chief Creative Officer

Mark Wahl

Mark Wahl

VP, Technology & Innovation

Nate Whittington

Nate Whittington

CFO/CCO

Jerold Williams

Jerold Williams

Director, Project Management

Mike Wilson

Mike Wilson

Executive Creative Director

Our Other Clients

BIO Hitachi United Federal Credit Union Visit Williamsburg Visit Fairfax Luray Caverns HVMB Metro PenFed Washington Performing Arts BIO Hitachi United Federal Credit Union Visit Williamsburg Visit Fairfax Luray Caverns HVMB Metro PenFed Washington Performing Arts
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