Who We Are
A Team of B2B Marketing Experts
The Marketing Department You Always Dreamed of, But Never Thought You Could Afford
We are Something Better than our clients had before.
Something better is not a tagline. It’s a promise to every client that makes the decision to trust us with their business.
“Their insight into the healthcare market is impressive, and we have enormous trust in their recommendations. They articulate our market strategy and help drive us to become a leader in the consumer-driven marketplace.“
- VP, HSA Administrator
Our Guiding Principles
1
Be Strategic
Our clients hire us because we know the self-funded industry inside out—what’s working, what’s not and who’s making moves. That knowledge is our superpower.
2
Be Proactive
Our clients rely on us to give them a marketing edge. We anticipate needs, pitch ideas and always stay a step ahead. Remember: One idea can change your business.
3
Be a Partner
We’re more than order takers. As committed marketing experts, we embrace our clients’ goals, offer smart advice and aren’t afraid of tough conversations.
4
Be Storytellers
With a fresh perspective and proven B2B expertise, we tell brand stories that resonate, finding angles that set clients apart and inspire action.
5
Be Bold & Execute with Precision
“An idea without a plan is nothing more than a dream.”
We’re not just dreamers. We’re doers. We deliver creative ideas, and most importantly, we execute with precision that delivers results. That’s where the marketing magic happens.
6
Be Easy to Work With
Our clients are busy running businesses, closing deals and managing teams. We ensure being outside their walls is never a barrier to marketing success.
Our Leadership Team
Annie Smith
CEO
Mary Johnson
CFO
Zach Swenson
Vice President, Business Development
Shelby Wise
Vice President, Accounts
Katie Trescott
VP, Creative Services
Shea Mize
Senior Director, Client Success
Mimi Wheeler
Senior Director,
Digital
Erika Harris
Art Director
Lauren Krueger
Art Director
Taylor McGowan
Art Director
Emily Moore
Director, Accounts
Brian Reitter
Director, Content
Orlando Rosas
Director, Marketing Center
Brad Runnels
Director, Information Technology
Brandon Wright
Director, Strategy
Emily Wright
Director, Content
What Sets Ocozzio Apart?
For one fixed monthly retainer, you get a full team of self-funded experts. With 25 years of experience, we have a significant advantage that allows us to move quickly with precise execution.
No industry learning curve or handholding needed.
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