I help financial companies build better experiences for advisors and investors.

I lead research that informs product strategy, shapes platform architecture, and drives confident decisions across complex financial ecosystems.

FEATURED WORK

Three Case Studies

Strategic research that shapes financial platforms, informs product direction, and elevates experiences for millions of users.

PLATFORM STRATEGY

Shaping the Architecture of a Multi-Product Wealth Management Platform

Research that informed the future architecture of a platform expanding beyond investments to include banking, lending, and financial planning.

USER & MARKET INSIGHTS

Understanding Advisor and Investor Needs Across Digital Wealth Experiences

Exploring the behaviors, goals, and pain points of advisors and investors to uncover insights that drive meaningful platform experiences.

PRODUCT STRATEGY

Informing Financial Planning Visibility Within Investor Dashboards

Research that shaped how financial planning information is surfaced, helping users make confident, informed financial decisions.