Edward Jones
Professional experience
Over my course at Edward Jones, I evolved from Senior Visual Designer to Concept Designer, then wrapped my journey as Design Lead, crafting digital experiences that turned tangled wealth-management tools into clear, human-centered journeys. From modular client roadmaps to frictionless onboarding flows, I teamed up with product, research, and tech to build intuitive interfaces that boosted planner adoption and made financial planning feel approachable, empowering, and downright human.
The Challenge
Much of my impact over the last four years happened inside Edward Jones—a highly regulated financial-services environment where every screen, journey map, and prototype is classified as proprietary or confidential. That means I can’t share the actual Figma files, high-fidelity mockups, or branded deliverables that recruiters typically want to see. Straight screenshots or direct copies simply aren’t an option.
The Solution
Instead of hiding the work, I re-create the story. For every major initiative, I distill the real problems we solved, the research insights, and the outcomes, then rebuild representative low-fidelity wireframes, journey maps, and service blueprints from scratch. These lo-fi artifacts use neutral styling and placeholder content, so they’re 100 % shareable while staying true to the actual flows, decisions, and innovations I led. Paired with honest, detailed narratives, they let you see my end-to-end process—discovery, facilitation, ideation, iteration, and stakeholder alignment—exactly as it happened, just without the branded wrapper.
This approach keeps me compliant, protects sensitive IP, and still gives you a clear window into how I think, facilitate, and deliver human-centered experiences at enterprise scale.
Banking Partnership
When our banking partnership hit a contractual pause, I refused to let the momentum stall. Instead, I became the creative heartbeat keeping everything alive and moving forward with real impact.
I took the lead on co-creating and facilitating a series of high-energy workshops—both virtual and in-person in New York—where we built fresh proto-personas from the ground up. These weren’t just posters; they were living, research-backed profiles for Financial Advisors, Branch Associates, and Clients, laser-focused on the goals, frustrations, and behaviors tied to the new cash and lending products. I designed the session flow, guided tough conversations, synthesized sticky-note chaos into clear insights, and made sure every voice in the room shaped the final personas. Those artifacts are now the north star for the entire banking experience.
On the service design front, I co-facilitated multi-day journey mapping marathons, capturing every gap, risk, opportunity, decision point, and “parking lot” idea in real time. Then I translated the raw workshop output into clean, interactive Figma journey maps aligned to our Common Experience Framework. I orchestrated large-format prints for our New York working session so the team could literally walk the journey together, and I templatized a living Experience Management playbook—complete with reusable components—so future teams can update maps without starting from scratch.
The standout moment? I pitched and led the creation of the Branch Empathy Presentation for our banking partner—an immersive, cinematic Figma experience that feels like a polished commercial. I guided the squad from big, audacious concepts (“walk the streets of a branch day like a movie”) through smart pivots (hybrid attendance, time constraints, evergreen reuse) all the way to a final deck that had leaders, stakeholders, and the partner buzzing with excitement. It’s still being repurposed for other initiatives, and delivering it in front of senior execs leveled up my facilitation and public-speaking game in a big way.
In short, while others waited, I facilitated, visualized, designed, and presented my way into turning a pause into serious forward progress—delivering rock-solid personas, interactive service blueprints, and a storytelling experience that’s still making waves.
Banking Partnership lofi wireframes
Project intake and prioritzation
When the Experience Center of Excellence needed a smarter way to handle incoming work, I stepped up as design lead to completely rethink our intake, prioritization, and activation process from the ground up.
I kicked things off by mapping every stakeholder and SME across the org, then designed and facilitated a series of high-impact workshops with senior leaders to unpack how they actually make prioritization decisions. From those sessions, we landed on Weighted Shortest Job First (WSJF) as our scoring model—game-changing for a team used to gut-feel decisions. I built the live WSJF matrix in Mural (still in use today), packed it with crystal-clear instructions, scoring guides, and real examples so anyone could jump in and score confidently. I also co-facilitated hands-on training sessions, walking leaders through the “why,” “how,” and “what’s next” until the whole framework clicked.
Beyond the matrix, I orchestrated the end-to-end process flows, created reusable templates for intake and activation, and helped stitch everything together into a cohesive system that survived re-orgs and shifting leadership. The result? A transparent, repeatable engine that turns chaos into clarity—letting the ExCOE say yes to the right work, faster, and with total alignment. It was a wild ride, but watching leaders light up when the new system finally made sense was pure magic.
WSJF replica (numbers and names are placeholder)
ExCOE first-ever full-department Onsite experience.
For the first ever full department Onsite, I got to juggle three engagements at once, but the onsite itself was where the magic really happened. I pitched and ran with a full-blown space-travel theme (“To Affinity and Beyond”) that turned a standard offsite into an unforgettable adventure.
I led the creative charge: co-designing a slick, accessible PDF agenda, a live digital version, a collaborative SharePoint hub, custom swag (think mission patches and countdown tees), and every piece of signage that made the venue feel like mission control. Working with a wildly diverse team, I facilitated fast-paced co-creation sessions to make sure every deliverable was spot-on, inclusive, and packed with energy. The result? An onsite experience that associates still rave about months later—one that didn’t just inform, but truly inspired and united the entire Experience Center of Excellence. Sometimes the best way to level-up design culture is to make it feel like an epic launch. 🚀
lofi wire coming soon…
Salesforce Marketing Cloud
For the Salesforce Marketing Cloud sprint, I teamed up with an all-star cross-functional squad—UX, Strategy, Salesforce devs, Marketing, and Behavioral Science—to co-create a clickable prototype that brought a smart “nudge” feature to life inside Online Access.
We ran fast-paced workshops and deep-dive working sessions to shape the concept, then iterated relentlessly on insights from secondary research, stakeholder interviews, Financial Advisor feedback, and real client reactions. The result was a polished, delightful nudge that gently guided users toward key actions without feeling pushy. We demoed the prototype to leadership, proved its impact on engagement, and got the green light for full implementation—now live and boosting adoption across multiple business lines. It was a perfect example of how tight collaboration and user-centered iteration can turn a clever idea into real business value.