Who We Are

We are a team of creative professionals who are passionate about helping others to gain clarity and insight into who they are as individuals, teams and businesses.  By developing a partnership and a genuine relationship with you we’ll understand your vision for your brand and bring it to life.

We bring our experience, technology resources and a passion for creativity to help our clients unleash the power of their brand.  Our joy will be realized through each clients’ vision of themselves coming to life and being witnessed by others through design, media and technology.

We bring concepts to life and life to concepts.

  • We specialize in the Wealth Management Industry
  • We understand the special constraints of compliance
  • We bridge the gap between the need for a high-end look and your real-life budget

Our Process

We believe that great design requires more than just creativity. It requires research, analysis and close collaboration with you to ascertain your organization’s vision, strengths, message and priorities. To ensure that our design aligns with your expectations, we’ve developed a four-phase process to guide us.


Our People

Tracie Whitley

Tracie Whitley
Tracie WhitleyOwner & Creative Director
I am a strategic, multidisciplinary designer. I enjoy working with all of my clients and although I have a wide skill set, my greatest expertise and joy is in developing brand identities and print collateral. My passion is combining my knowledge and experience to deliver you a creative outcome you are thrilled with.

Some of my highlights

I truly enjoyed working with Aurora Wealth Management, guiding our client through an intensive naming exercise to go from an owner named entity to a fully branded business, based on her brand architecture, style and key demographics. This client’s fun style and creative approach allowed me to develop a truly energetic logo, tag line, color palette, business system and website that created a cohesive brand that really speaks to her clients.

I believe my highest professional accomplishment was having the courage to launch GreenDot Creative and making it a successful venture. It has truly been a joy to grow my own company!
My design process is an iterative approach beginning with concepts based on your objectives and evolving into a refined creative direction based on feedback and direction from you. I begin by exploring several creative approaches and work with you to pinpoint a final creative direction. I then will work with you to select design elements and gather and develop copy for the final products. I produce design concepts for your review and ensure that your input and objectives and my design expertise are reflected in any piece that goes into production
I enjoy spending time with my husband and 4 beautiful children. I love to read and hike in the little spare time I have.

Here’s The Good Stuff. Some of My Best Work Is Featured Below.

Mike Davis, PMP

Mike Davis
Mike DavisOwner & COO
I am a certified Project Management Professional (PMP) with more than 20 years of web development and project management experience. I have managed Web Development teams serving large corporate, mid-size and small business clients. I am active in a number of online Web Project Management forums and am always on the lookout for new strategies to improve the user experience and increase the bottom line. I have spoken at regional and national conferences on Project Management and Web Development.

Some of my highlights

My favorite project was working on the design for Vivid Financial Management – developing the tile-based navigation was particularly fun. The challenge was for the site to be different, yet still remain professional. The design that we developed represents a progressive, forward-thinking company but yet remains professional.

I like to believe that I have not yet completed my highest professional accomplishment, however of my accomplishments to date, I am most proud of having been given the opportunity to present a custom solution that I developed for Honeywell at a national Microsoft Developer conference.  My presentation was unique because it demonstrated a web control that was built using client-side development techniques before there were extensive developer libraries.  The control was updated without requiring the web page to refresh, thus making an elegant user experience.
My work process is based on a typical project management model where you get good requirements, have a proper kickoff, develop your solution, implement that solution and finally wrap up the project. The key, however, is in the monitoring process of the project and managing the expectations of your stakeholders. The most successful projects have a healthy, regular communication with the project team where you can adjust to any project changes or as the needs of the business change.
I am an avid runner and enjoy adventure races like ToughMudder and Ragnar. In my free time I enjoy spending time with my wife and kids, camping, hiking and just hanging out watching movies.

Here’s The Good Stuff. Some of My Best Work Is Featured Below.

Contact GreenDot

Come on, let's Unleash Your Brand

Contact GreenDot