Terry Whalen, President
@tdwhalenho | LinkedIn

In 1998 Terry became the CEO of Epitonic, a 30-person online music company based in San Francisco, which featured free MP3 downloads, and full album streams—way before Spotify. Epitonic was backed with $3.5 million from CNET and angel investors, and was sold in 2001 to Palm Entertainment. Hanging up his rock star vests, Terry moved to market GoToMyPC software via PPC and other online marketing channels. It soon led to a $225 million acquisition of GoToMyPC by Citrix Systems in 2003. 

Next Terry founded Sum Digital (formerly CPC Search) in 2005. He grew it from experts in PPC Search to a full service digital marketing partner.

Throughout his marketing career, Terry has played a lot of ping-pong and managed search & other online marketing channels that have generated millions of dollars in revenue for his clients.

Terry received his MBA from UC Berkeley's Haas School of Business, and his BA from UC Berkeley in Political Economics. He is certified in Google Search advertising. When not sneaking into SXSW Keynote addresses he can be found speeding through the desert—music blasting.

Joey Muller, Vice President
@jmthefourth | LinkedIn
Mentor @ Galvanize

Joey, the jack-of-all-trades, started his career in the digital trenches. He troubleshot IT problems for 2 years, built websites for 5 years, and eventually became the golden eagle of digital marketing. In 2009 he started his online marketing career at HD Publishing Group. He then went to market denim for INDI as the Director of Online Marketing. Here he honed his holistic marketing approach by overseeing all channels of marketing, including PPC, SEO, email, social, and affiliate. 

In 2011, Joey joined Sum Digital, where he is now a Partner and expert in all things digital marketing for clients like: Lyft, Little Passports, 4WheelParts, Tatcha, PLAE and more.

Joey received his BA from Dartmouth College in Cognitive Psychology. He is certified in Google Search advertising and Google Analytics. When not sharing the stage with Willie Nelson, The Doobie Brothers, Darren Hayes, Gin Blossoms and others, he can be found on a perch contemplating digital marketing dominance.


Deirdre Kelly, Director of Paid Social

Highly efficient in all things digital, Deirdre came to Sum Digital in October 2015 with over 2 years of account management experience. She is Google AdWords Certified.

She attended Trinity College in Dublin, Ireland, where she earned a bachelor's in business studies. Also proficient in Spanish, Deirdre spent a semester in Madrid where she rounded out her coursework with organizational design and operations management.

Deirdre is a recent San Francisco transplant and an avid world traveler. She hails from Bermuda, the island of pink-sand beaches, where she grew up free-diving and surfing alongside her entire family.

Patrick McDuffie, Senior Account Manager
@patomcd | LinkedIn

Patrick is a marketing professional and true San Diegan.  He joined the Sum Digital team in June 2016 with over 2 years of experience managing B2B & B2C digital accounts, most recently running SEM efforts for Microsoft's cloud and enterprise technologies. 

Patrick has a Marketing degree from Cal State Long Beach where he built a music blog that quickly gathered 20,000 followers on Facebook and led to artist interviews, event logistics, and coordinating his team’s publications.  This sparked his passion for all things digital marketing and brought him up to the city where all the magic happens - San Francisco.

Having grown up a surfer, musician, and artist, Patrick spends most of his free time staying true to his roots - traveling the California coast, DJing on the weekends, and exploring the plethora of cuisines that SF has to offer.

Alison portrait.png

Alison Leonard, Account Manager

Alison joined the Sum Digital team in summer of 2019 with over 3 years of digital marketing experience. Well-seasoned in both Google Ads and Facebook Ads, Al brings valuable startup experience having managed accounts, improved customer experiences, and led global rebranding missions.

Al is a communications professional with a dual Bachelor’s Degree in Business Studies and Spanish from Trinity College, Dublin. Before diving into marketing, she lived in Barcelona, Spain, as a Business English Coach and Teacher where she prepared students for business presentations, interview and global conferences.

She is happy to be back in San Francisco, and we are happy to have her on the team.


Christian Carreon, Account Manager

Christian came to Sum Digital in September 2018 with over 2 years of social media marketing experience.  

She attended the University of North Texas, where she earned a bachelor's in Integrative Studies with a concentration in Business Administration. She started a clothing brand and wore a lot of hats managing everything from marketing, customer service, and manufacturing and production. She also loves everything creative. Professionally, she was a freelance graphic designer and video editor. Outside of commercial creative production, she enjoys painting, writing songs, and playing the guitar.

She grew up on the islands of the Philippines but loves to explore SF and make sand castles in Baker Beach.


Kasey Carter, Creative Designer

Kasey started off signing awnings. Not autographing them but designing signs for them. A hop, skip, and jump later she ended up at Kelby One, an internationally recognized photography and Photoshop training and education company in Tampa Bay. In 2013 she relocated to the San Francisco Bay and started working for Sum Digital.

Having worked as a graphic designer for 12 years and counting, Kasey kills at creating cohesive brand experiences that catch the eye, and coerce the click finger.

Kasey received her BFA from Eastern Kentucky University. When she’s not designing, she’s keeping up with the latest trends in film, music, food, and art, all while avoiding the bearded ones. She prefers people and logos to be clean-shaven.

Maca Gonzalez Costa, Creative Designer

Maca digitally crossed hemispheres in 2011 to work with Sum Digital. Travelling by high speed internet and Skype she arrived in bits only to discover the food here pales in comparison to home. But the work is good, and as a designer you can always make it better.

Having designed on a different continent before gracing this country, you could say she has received worldwide praise.

Maca earned a degree from the University of Buenos Aires, Argentina (UBA) in Graphic Design. She loves eating clams while watching any Sacha Baron Cohen movie. The best way to reach her is by Skype.