A conversational chat interface that gives surplus lines insurance brokers instant, cited answers on state-specific tax rates, filing requirements, deadlines, and forms across all 50 states.

End-to-end workflow discovery, journey mapping, and future state experience definition across a 50+ tool wealth management ecosystem

Redesign of a college rankings experience for a major national news publisher and creation of a reusable data table component for an enterprise design system. Improved readability and performance, helping exceed annual subscription goals within 10 days of launch.

Reimagining installation service pages as end-to-end customer decision tools, from early discovery through lead capture

Redesign of a leading financial news platform’s navigation system to improve usability, content discoverability, and engagement through data informed information architecture, inclusive design practices, and seven rounds of iterative testing.

Design of a new stock screener experience for a major national news publisher, enabling investors to filter and evaluate equities using preset and custom screening criteria.

UX conference talk I gave at GIANT exploring an early career failure and how it became a turning point in how I approach UX, research, and product decisions.

Creation of research grounded audience personas using UX methodologies to guide next generation website redesign and content, product, and marketing strategy.

Defined a unified mobile experience strategy for enterprise managed investing services by aligning siloed teams around client needs, shared KPIs, and a value based delivery approach.

Establishing UX and JIRA workflows, delivery processes, systems of record, and standardized requirements and deliverables across enterprise CX and product organizations.

Redesign of an enterprise investing mobile app to deliver a modern, intuitive experience tailored to emerging investor needs while continuing to support legacy clients.

Initiative to design and launch an intuitive digital tax center that helps investing clients confidently access forms, understand timing, and take the right tax related actions.

Turning a reactive, overloaded design function into a structured, transparent, and strategically aligned UX practice.

Current state assessment, competitive benchmarking, and a phased roadmap to align a large-scale B2B ecommerce platform around a user-centered strategy

Replacing one-off image banners with a responsive, accessible template system and an interactive mockup tool.

Creating a consistent, standardized, responsive, and accessible user experience across an enterprise eCommerce platform by extending a shared component framework in close partnership with IT.

Large scale internal financial application redesign to decrease end-of-month operating costs, and reduce data-entry/manual process errors and new associate training costs

Project to help a top 5 bank answer: How can we reduce perceived wait time for Platform services and positively impact the Overall Satisfaction Scores to optimize the financial center experience?

Financial services website redesign using UX research and service design methods to identify customer pain points, define opportunity areas, and shape a user centered strategy aligned to business goals.

Designed a proof of concept interactive learning environment within an enterprise financial services center, using touchscreen installations and educational investing content to create engaging, action oriented customer experiences.

Developed personas and end to end journey maps for a large national bank to identify growth opportunities, inform marketing strategy, and support customer account expansion.