Selected Work
A selection of marketing, brand, communications, and digital work across financial services, real estate alternatives, investor communications, advisor engagement, and sales support.
Investor Communications
Advisor communications, a quarterly webinar series, four national events a year, and stockholder materials for a daily NAV REIT.
Brand Philosophy & Investor Story
Brand refresh, messaging architecture, website, and presentation system for a $7B daily NAV REIT.
FULL CASE STUDY COMING SOON
JLL Exchange 1031 / DST / UPREIT
Product narrative, advisor education, webinars, and an accredited CE course supporting a 1031 exchange program that has raised $2.4B in equity.
FULL CASE STUDY COMING SOON
Additional Work
Financial Institutions Group
UX research, information architecture, wireframes, and design for customer-facing banking platforms.
Infographics
Visual storytelling and information design for financial services, education, and customer-facing communications.
Management Presentation
Presentation design and storytelling systems for executive, client, and sales-facing communications.
Standard & Custom Maps
Map design and data visualization supporting location-based strategy, real estate, and customer communications.
Digital / Web Design
Selected website and digital design work across financial services, brand, and customer experience projects.