Product DesignerSpecializing in Wealth Management
I build digital products for wealth management and financial services—using design to discover new opportunities, increase your revenue, and reduce operational costs.
How I can help you
$9M+
cost savings*
2M+
customers served*
12
years experience
Select Projects

Case Study
Retail Banking: Fixing a $7.8M UX Penalty
How a new design system overhauled a legacy platform, eliminating 15% of UX-driven attrition and driving NPS by 155 points.
UX Design • Visual Design • Design System • Team Lead

Overview
Coming Soon
Bank Branding: The Spirit of Cape Cod
Eastern Bank’s rebrand to capture the history and sprit of Greater Boston.
Visual Identity

Case Study
Insurance Ownership Change: Eliminating $1.2M in Annual Costs
How MassMutual’s digital experience reduced call center traffic and eliminated over 10,000 NIGO errors.
UX Design

Case Study
401(k) Loans: Safeguarding $460M in At-Risk Assets
How MassMutual’s digital solution used educational friction to build trust and fortify a $4.2 billion loan portfolio.
UX Design

Process
Coming Soon
Design System: Tailored for FinTech
A framework refined over years of work for multiple clients
Design System
Additional Projects
Earned Wealth
Financial Advisor Portal

MassMutual
Filing Disability Claim

Eastern Bank
Opening Bank Account

Eastern Bank
Ordering Debit Card

MassMutual
Employee Support Portal

Pax8 & Earned Wealth
Design System Accessibility

Pax8
Design System Tokenization
Expertise
Wealth management
Financial services
Design systems
Advisor CRM & Workflows
Building platforms to scale advisor books and deepen client relationships.
Paper-to-Digital Modernization
Converting legacy forms (estate planning, 401k loans) into automated workflows.
0-to-1 Enterprise Design System
Transforming fragmented legacy platforms into scalable systems.
HNW Client Portals
Crafting premium, intuitive experiences for managing complex wealth.
NIGO Resolution
Streamlining workflows for clients and back-office teams to fix application errors.
Design-to-Code Tokenization
Defining and mapping JSON design tokens directly to the front-end codebase.
WealthTech API Integrations
Connecting data across Orion, MoneyGuidePro, and Wealthscape.
Compliance & Data Privacy UX
Designing workflows that meet strict KYC, AML, and SEC regulatory standards.
Risk Mitigation & A11y Compliance
Protecting the business from legal risk by meeting WCAG accessibility standards.
About
My Vision: Finance beyond utility
Just as the Swiss watch evolved from a mere functional tool into a masterpiece of precision and artistry, I design financial tools for a distinct market of clients who expect their digital experiences to meet that same uncompromising standard. By blending deep industry expertise with an artistic foundation, I craft services that feel both intuitive and bespoke.
Over the past 12 years, I have partnered with industry leaders including Fidelity, MassMutual, and Eastern Bank, driving millions of dollars in operational value. I am anchored by a BFA in Graphic Design from the Rhode Island School of Design (RISD) and supported by credited electives from Brown University.
Contact
Accepting Clients
Engaging in
Permanent Roles
Long-Term Contracts
Permanent roles beginning at
$140k
Operating from
Rochester, New York
Product DesignerSpecializing in Wealth Management
I build digital products for wealth management and financial services—using design to discover new opportunities, increase your revenue, and reduce operational costs.
How I can help you
$9M+
cost savings*
2M+
customers served*
12
years experience
Select Projects

Case Study
Retail Banking: Fixing a $7.8M UX Penalty
How a new design system overhauled a legacy platform, eliminating 15% of UX-driven attrition and driving NPS by 155 points.
UX Design • Visual Design • Design System • Team Lead

Overview
Coming Soon
Bank Branding: The Spirit of Cape Cod
Eastern Bank’s rebrand to capture the history and sprit of Greater Boston.
Visual Identity

Case Study
Insurance Ownership Change: Eliminating $1.2M in Annual Costs
How MassMutual’s digital experience reduced call center traffic and eliminated over 10,000 NIGO errors.
UX Design

Case Study
401(k) Loans: Safeguarding $460M in At-Risk Assets
How MassMutual’s digital solution used educational friction to build trust and fortify a $4.2 billion loan portfolio.
UX Design

Process
Coming Soon
Design System: Tailored for FinTech
A framework refined over years of work for multiple clients
Design System
Additional Projects
Earned Wealth
Financial Advisor Portal

MassMutual
Filing Disability Claim

Eastern Bank
Opening Bank Account

Eastern Bank
Ordering Debit Card

MassMutual
Employee Support Portal

Pax8 & Earned Wealth
Design System Accessibility

Pax8
Design System Tokenization
Expertise
Wealth management
Financial services
Design systems
Advisor CRM & Workflows
Building platforms to scale advisor books and deepen client relationships.
Paper-to-Digital Modernization
Converting legacy forms (estate planning, 401k loans) into automated workflows.
0-to-1 Enterprise Design System
Transforming fragmented legacy platforms into scalable systems.
HNW Client Portals
Crafting premium, intuitive experiences for managing complex wealth.
NIGO Resolution
Streamlining workflows for clients and back-office teams to fix application errors.
Design-to-Code Tokenization
Defining and mapping JSON design tokens directly to the front-end codebase.
WealthTech API Integrations
Connecting data across Orion, MoneyGuidePro, and Wealthscape.
Compliance & Data Privacy UX
Designing workflows that meet strict KYC, AML, and SEC regulatory standards.
Risk Mitigation & A11y Compliance
Protecting the business from legal risk by meeting WCAG accessibility standards.
About
My Vision: Finance beyond utility
Just as the Swiss watch evolved from a mere functional tool into a masterpiece of precision and artistry, I design financial tools for a distinct market of clients who expect their digital experiences to meet that same uncompromising standard. By blending deep industry expertise with an artistic foundation, I craft services that feel both intuitive and bespoke.
Over the past 12 years, I have partnered with industry leaders including Fidelity, MassMutual, and Eastern Bank, driving millions of dollars in operational value. I am anchored by a BFA in Graphic Design from the Rhode Island School of Design (RISD) and supported by credited electives from Brown University.
Contact
Accepting Clients
Engaging in
Permanent Roles
Long-Term Contracts
Permanent roles beginning at
$140k
Operating from
Rochester, New York