fintech + wealth management

Personal Capital set out to make complex financial information accessible, trustworthy, and human.

And this aligned with me, helping people get financial clarity. I contributed to shaping how the brand looked, felt, and communicated—across product, marketing, and client-facing touchpoints—during a period of rapid growth and transformation.

  • BRANDING

    Supported company-wide rebrand that contributed to successful acquisition by Empower.

  • WEB DESIGN

    Designed responsive landing pages that simplified complex financial tools.

  • UX/UI

    Led visual design for a financial dashboard product serving millions of users, balancing clarity with engagement.

  • ADVERTISING

    Designed cross-channel campaigns (digital + print + outdoor) that drove user adoption and market visibility.

  • PRESENTATIONS

    Supported Sales & Advisory teams to create High Net Worth client presentations & collateral

  • DATA VISUALIZATION

    Designed data-rich reports with clear charts and brand-consistent layouts.

  • PRODUCT MARKETING

    Partnered with product, engineering, and marketing teams to unify brand and UX across product and advertising touchpoints.

  • MARKETING DESIGN

    Designed cross-channel campaigns (digital + print + outdoor) that drove user adoption and market visibility.

PERSONAL CAPITAL

Role: Visual Designer

Company: Personal Capital (acquired by Empower)

Timeframe: 2015–2024

Marketing & Impact → Awareness & Expansion

Created campaign visuals and creative assets across email, paid, and print marketing. Led outdoor campaigns featured in TIME, Forbes, and Kiplinger, helping drive adoption and brand trust.

Produced engaging graphics and layouts for web and mobile platforms, enhancing user experience and driving customer engagement.

Designed UI visuals and data representations that made complex financial information easier to understand and act on.

Collaborated with cross-functional teams to create captivating visual content that aligned with marketing, product, and sales objectives.

Omni-channel tactical marketing

Worked closely with the marketing team to develop integrated direct and brand campaigns, email templates, and digital advertisements that yielded a significant increase in conversion rates.