Our Team

The firm works with the largest financial corporations to improve their competitive positions, launch new product lines, enhance brands, or extend strategic relationships. Equally important is its work with entrepreneurs to help attract investors, allowing them to innovate, enter new markets, enhance profitability, create jobs and produce new and superior products and services that improve the lives of Americans.

Kathryn is committed to promoting financial education to help foster financial security for consumers and their families. In addition to financial independence, she values clean air and water and guides SunStar Strategic’s practice of promoting companies that facilitate renewable energy technology.

Kathryn is a speaker at conferences for the mutual fund industry and is the publisher of Responsible Investing, a blog devoted to socially responsible investing. She has been quoted in financial publications including The Wall Street Journal, The New York Times, Registered Rep, Ignites, Mutual Fund Wire and Financial Planning. She was featured in an article in MyBUSINESS Magazine, a publication of the National Federation of Independent Business and has been a contributor to ABC News World News This Morning on marketing topics. Previously Kathryn worked in broadcast journalism and was a producer at the Atlanta headquarters of CNN. She is a member of Vistage, the world’s largest CEO organization.

Kathryn has a BA from Baylor University. She enjoys spending time at her second home in Austin, TX where she grew up. Kathryn shares her life with her husband, Bob, and two rescue Yorkies, Pumpkin and Bo.

Kathryn is a member of Vistage, the world's largest CEO organization.

Dan’s expertise spans the mutual fund and asset management industry. He is a specialist in distribution, sales and marketing. He was one of fewer than 200 executives in the industry nominated to be considered for MFWire’s 2009 list of Most Influential People in Fund Distribution. He is also familiar with the legal, regulatory and compliance issues facing clients. Dan has been instrumental in helping smaller or lesser known firms develop strong distribution programs, as well as helping larger firms support and energize their sales teams.

Dan is the editor of FundFactor.net, the firm’s blog with over 4,500 subscribers. FundFactor features resources to help financial marketers better communicate with shareholders, grow assets, and achieve a strong and positive public profile. It also allows industry professionals to interact and share ideas and strategies around marketing and distribution issues in the financial services industry.

Dan speaks on financial and investor relations topics at well-attended industry conferences and webinars, including IBC USA, IIR, NICSA, Mutual Fund Education Alliance, Small Funds Network, US Bancorp Fund Services, Gemini Fund Services, Greater Cincinnati Mutual Fund Association, Cohen Fund Audit Services, Huntington Asset Services, Ultimus Fund Solutions, MFWire’s Most Influential People in Mutual Fund Distribution, and at FRC’s MarkeTrends Conference.

Dan frequently publishes articles about the latest trends in financial marketing for industry trade press. He is often interviewed by publications such as the Wall Street Journal, Money Management Executive, Ignites, Financial Planning, Investment News, Rep, Financial Planning, Financial Advisor, PR Week, The Washington Post, Investor’s Business Daily, and Hedge Fund Law Report. He also is a thought leader for publications such as TheDigitalFA.

He earned both his BSBA in finance and an MBA in marketing from the Kogod College of Business Administration at The American University, Washington, D.C.

Dan lives in Alexandria, VA with his wife Jenna, twin children Madeleine and Gabriel, and cat Simon.

Bob works closely with the other senior partners to develop new business and plan strategies that enable SunStar Strategic to grow and continue to offer superior client service. Before joining SunStar Strategic, Bob spent 27 years with a Fortune 500 company.

Bob is from the Midwest and received his BA from the University of Wisconsin, Milwaukee. WI. In his free time Bob enjoys biking and reading esoteric books. He recently realized his dream of building a unique getaway cabin in West Virginia using all natural local materials, including green white oak, adobe and dry stack mountain stone.

Katie joined SunStar Strategic with experience in marketing, communications and journalism. She has worked with newspapers, non-profits and agencies to plan and organize events, coordinate donors and volunteers and strengthen clients’ presence in the marketplace through social media and traditional media outlets. Katie has an MA in Public Communication from American University, Washington, D.C. She received her BA in English/creative writing and psychology from Sweet Briar College, Sweet Briar, VA, where she also had the opportunity to study English literature and history abroad in Oxford, England.

Katie is an avid equestrian and competed at the collegiate level.

Sue received her BS and MS in speech-language pathology from Towson University, Towson, MD. Early in her career she worked with inner-city children as a speech-language consultant to the Baltimore City Head Start program. She is originally from England and travels there every so often to visit family and brush up on her British accent.

With a unique blend of industry knowledge with a flair for design and copy writing, Marilyn helps create marketing strategies as well as execute marketing plans resulting in print and digital campaigns. With her Creative Services team of graphic designers, writers and programmers, SunStar Strategic has designed websites, brochures, newsletters, e-news, fact sheets, sell sheets and other collateral materials. She is well-versed in FINRA regulations and compliance issues.

Marilyn has an MBA from the University of Illinois in Chicago specializing in marketing and finance and earned a BA magna cum laude/Phi Beta Kappa from the University of Illinois, Urbana, IL , where she is recognized on the Bronze Tablet honoring graduates ranking in the top 3% of their class. She also attended the Graduate School of Banking at the University of Colorado, Boulder, CO, ranking in the top five of her class and has earned a Series 6 license.

Marilyn also manifests her creativity as a professional fine artist and holds a Certificate in Painting from Chicago’s School of the Art Institute. She has large scale stained glass and fabric installations at several churches in the Chicago area and the east coast. A vibrant member of her community and past president of the Naperville Art League, she has shared her talents as an art teacher to the mentally handicapped as well as in the continuing education department of North Central College, Naperville, IL. Her work can be viewed at marilyndale.com.

Kerri is an active supporter and fundraiser for the National Multiple Sclerosis Society, participating in Walk MS each year. She enjoys being outdoors -- hiking, biking, gardening, swimming and more. She is also an avid fan of the Chicago Blackhawks and enjoys road trips searching for the unique, the bizarre and the reportedly haunted. During her “free” time, Kerri enjoys being with her husband and young daughters, Frannie and Charlie.

Prior to joining SunStar Strategic, Ben had content marketing experience with an e-commerce website, as well as corporate experience as a management development intern at GEICO.

Ben graduated from Virginia Tech with a degree in marketing management and a minor in communications. There, he was president of the Sports Business Club, head of activities for his business fraternity, and worked for the school’s athletic department.

In his free time Ben loves to read and write and is the author of a blog. His other interests include fitness, sports, and music.