I design thoughtful digital experiences that are creative and Meaningfull
I am a design leader and UX practitioner with 12 years of experience in designing and implementing effective UX strategies.
Featured projects
Advisor compass redesign
Advisor compass redesign
Advisor compass redesign
Redesigned Advisor Compass, delivering unified and impactful advisor experience.
Meeting summarization
Advisor compass redesign
Advisor compass redesign
Leverage Gen-AI to effectively transform data from client meetings into clear and concise summaries.
client experience: Public and Secure site
Messages
Easy invest
Easy invest
Empower customers with instant, self‑service solutions that eliminate delays, reduce reliance on secure messages, and deliver immediate, seamless query resolution.
Easy invest
Easy invest
Easy invest
Aimed at those, who are new to investing and have generally lower engagement with the world of investing, but want to start.
Created: Experience and Side navigation design
Reports and dashboards for advisors
Advisors leverage interactive Power BI reports to gain a holistic view of both client and practice data. These reports unify all critical information within a single platform, enabling dynamic analysis and delivering deeper insights into overall client portfolios and firm performance.
Design process
Effective design is a confluence of technology, business, and user understanding. Therefore, getting a grasp on the design process can provide valuable insights into business and consumer behavior. Yet, understanding the process alone may not be enough. To truly excel in problem-solving, the right mindset is also critical. This brings to mind a quote from Brian Reed: "Everything is designed. Few things are designed well."