Hall of Fame Logo

The Hall of Fame awards are handed out annually at the mortgage industry Experience event. The previous version (L), while following brand standards, was a disconnect from both the award and the event where it is presented. The update (R) draws visual reference from the award while making a connection to the Experience mark
and color palette.

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Project Revolution

Schwab decided to revamp their approach to asset allocation in their managed portfolios, which covered 10 strategies. I came up with a system that was able to present the information on a single-sided sheet, incorporating updated charts/graphs and icons that reflected the new portfolio breakdowns. In addition, I designed a jump page and overview brochure that helped explain why and how these changes were made.

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RIA Talent Advantage Site

The RIA site had been a content heavy single page, which was difficult to scan, much less read. Using the updated Advisor Services brand–brand square, blue and gray color palette, black and white images–I was able to break the content into multiple, less cluttered pages. The redesign was well received and saw an increase in traffic and registration for the service.

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Informational Piece
Rebranded Ellie Mae

Industry overview one sheet
rebranded with a lighter touch.

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Applications/Forms

Rebranded templates to make the process of finding and filling out areas within applications easily scannable. Sections are separated by gray bars with actionnable areas highlighted with solid black. Instructions and important information are in the left margin for ease of use. In addition, the design had to work as a fillable pdf, as well as being ADA compliant.