Meet the Client

Trinity Point

The Impact on their Business

189% Increase in Facebook Engagement

147% Increase in Reach on Social Media

1-2 High Value Clients Per Month with PPC

Trinity Point Logo

Trinity Point is a wealth management firm located in Milford, CT. Their target audience is business owners and executives who may be looking for wealth management, retirement planning, or institutional consulting for themself and/or their employees.

The Challenge

When Trinity Point came on board with us, they had been using a 3rd party for their SEO, Google Ads, and Social Media, and they were overall unhappy with them. 

Trinity Point was looking to work with someone who wasn’t cookie-cutter. They wanted a partner who actually took the time to understand their business and industry. They wanted an ads strategy and a social media presence.

Another big focus was creativity. They wanted everything about their business on social media to be eye-catching and creative. Ultimately they wanted a partner they could trust to do the work on their behalf, and bring in 1-2 high end clients per month.

Financial Statements

The Strategy

Trinity Point decided to go with an organic social media strategy and pay per click ads.

Social Media

Their social  strategy is based around being informative because it positions them as experts in their field. It’s important for Trinity Point to focus on providing tips, advice, and industry news and updates to keep the audience informed and educated. 

They always want to be posting and sharing current and relevant financial articles, as well as financial events/holidays. They don’t want to come off having too much “salesy” content. This positions them as experts knowledgeable about their industry rather than making their audience feel like they’re constantly seeing service ads. 


They implemented a PPC campaign with the goal of signing 1-2 high end clients in need of financial services and wealth management services per month.

The campaign was built to call that out and hit the right audience and has been hitting goals since month 1.

Blue Circle


Born and raised in Senegal, West Africa, my love for diverse cultures and adventure led me to the U.S. 16 years ago. From kickstarting my college journey at Harrisburg Community College in Pennsylvania to earning my Bachelor’s in Communication Studies with a minor in Public Relations and a Master’s in Marketing Intelligence at Towson University in Maryland, it’s been a fun ride!

Now, picture this: an avid chatterbox with an outgoing personality – that’s me! AGI turned out to be the perfect match, where I blend my creativity with strategic expertise, crafting campaigns that contribute to the success of diverse industries. It’s not just about elevating one business; it’s about orchestrating success across various fields.

Blue Circle


After growing up in the Finger Lakes region of upstate NY (Garbage Plate region) and being an artsy athlete at school, I went to college for Graphic Design and to play lacrosse. After graduating from RIT I’ve moved everywhere – Oklahoma, Texas, Cali, Nevada, and back home to New York. I’ve always loved exploring new places, but the Finger Lakes is where I want to settle down – there is truly no place like it. 

Working in digital marketing gives you that new place mindset – it’s always changing, and I’ve loved this job because of that. I love celebrating the wins with employees and client success.

Blue Circle


I spent half of my childhood growing up in Nashville and the second half in Chicago. Right out of high school, I joined the Army where I learned a lot about growth. I got out of the Army in 1997 and started my own company that became AGI Marketing. We began as a graphics and vehicle wrap company, but as I saw the world start to shift to digital and the need to be online, we transformed into a digital agency. 

We have grown considerably since that shift. I am obsessed with growth – for my staff, family, the company, and myself, and we love being able to help businesses grow. Outside of the office, I have five children, three grandchildren, and a wonderful wife. I am very involved in my Christian church and enjoy traveling!

Work With The Best