SMB Financial Marketing: Your Growth Partner in Financial Services

With over 50 years of combined experience and a board of advisors rooted in the financial sector, SMB Financial Marketing brings unmatched expertise to banks, credit unions, mortgage companies, and other financial institutions. We pride ourselves on cultivating strong, personal relationships with smaller regional institutions, helping them achieve measurable success.


Our portfolio speaks for itself: from complete rebrands to assisting with event marketing ideas, to complete marketing campaigns that increase bank customers or credit union members, we’ve helped financial organizations modernize their image, defend their territories and expand their reach. 

Driving Success for Financial Institutions Through Proven Marketing Strategies

At SMB Financial Marketing, our mission is clear: to help our financial clients achieve their goals, whether it’s attracting new clients, re-engaging current ones, or promoting specific services. We understand the unique challenges financial institutions face, including strict compliance regulations, and we ensure that every marketing strategy is not only effective but also compliant.



By combining financial services industry expertise with innovative financial marketing solutions, we make it easier for companies to thrive in a competitive landscape.

Empowering Financial Institutions with Comprehensive Marketing Solutions

Our vision has always been to be the ultimate partner for financial companies, offering everything from CRM integration to comprehensive digital marketing and creative services. We leverage the latest AI technology to streamline processes, maximize efficiency, and drive better results for our clients.



At SMB Financial Marketing, we believe our clients should focus on what they do best—building client relationships serving their customers effectively—while we handle the digital marketing for banks and other financial services marketing strategies that bring business through their doors.

The Values That Define SMB Financial Marketing

Our core values are at the heart of everything we do, guiding our approach and ensuring our clients’ success.

  • People-First Approach

    We prioritize excellent customer service, building meaningful relationships that allow us to understand and support our clients’ unique needs.

  • Integrity and Honesty

    Transparency is key. We build trust by providing honest recommendations and delivering on our promises.

  • Results-Driven Strategies

    Our focus is on measurable outcomes that genuinely benefit our clients, ensuring every strategy is tailored to drive your brand, your growth and your bottom line.

The Advisory Board of SMB Financial Marketing is made up of some of the most accomplished and dedicated financial services professionals and consultants in the country. Their recognized dedication to sound financial counsel, products and services positions our advisory board as very valuable to our firm and our financial clients. 

Meet Our Advisory Board

Sean Yokley is a seasoned leader with over 30 years of experience in the financial services industry. As the founder of Onboardability, he uses his deep understanding of credit unions to help them solve complex challenges, from streamlining onboarding to boosting member engagement. With a background in key executive leadership roles, Sean has developed and executed strategies that drive growth, improve member experience, and enhance operational efficiency. His expertise in financial services and marketing uniquely positions him to deliver innovative, results-driven solutions that align with the goals and values of banks and credit unions of any size.

Sean Yokley

Josh is a lifelong Missourian with a Bachelor’s Degree in Strategic Communications from the University of Missouri – Columbia. Josh has over fifteen years of strategic marketing experience, primarily in the banking sector. Since 2008, Josh has been in various marketing positions with Central Bancompany, located in Jefferson City, Missouri. Currently serving as Vice President, Director of Marketing, Josh is responsible for all branding and marketing for the Central Bancompany, Central Trust, Jefferson Bank, and all banks within the Central Bancompany system. Josh is a member of the American Bankers Association and the Missouri Bankers Association. 

Josh Redel

A lifelong Kansan, Jack graduated with Honors from the University of Kansas School of Business with Bachelors’ of Science in Finance & Accounting. Following his undergraduate studies, Jack worked for Capital Group, the largest asset manager of actively-managed investment funds. Partnering with an in-territory Capital Group Regional Director, Jack was able to work in a territory that oversaw annual sales of over $1 Billion in Capital Group investment products. In May of 2023, Jack made the decision to join the Private Wealth Management industry and take on his current role of Financial Advisor at Pegasus Capital Management. Jack has provided tailored financial advice to Pegasus Capital Management clients consistent with their individual goals & risk tolerance. In October of 2024, Jack completed the exam and work experience requirements to earn the Chartered Financial Analyst (CFA) designation. 

Jack Evans

Why Financial Institutions Choose SMB Financial Marketing

SMB Financial Marketing isn’t just another agency—we’re a dedicated partner with deep roots in the financial sector. Our hands-on approach ensures each client receives personalized financial marketing solutions that align with their goals, compliance requirements, and community values.


Whether it’s rebranding a small RIA, creating promotional materials for a milestone event, or developing a bank marketing plan that boosts ROI, our expertise helps financial institutions stand out and succeed.

Let’s Build Your Financial Institution’s Future Together

Ready to see what SMB Financial Marketing, a leading financial marketing agency, can do for your institution? Schedule a discovery call with us today to take advantage of our free consultation and initial audit. Let’s work together to drive growth, simplify your digital marketing efforts, and achieve the results you’re looking for.