The 2011 FA Insight
Study of Advisory Firms:
People and Pay

I have had the priviledge to work on FA Insight's third report study. I love the process of how this project falls together by blending over 30 charts and over 20 tables, along with 90+ pages of text. I am proud to have provided the cover photography for all three as well.

The Threshold Group

This is one of several white papers I have created for The Threshold Group. This one was written to address how the current economy slump is causing investors to make changes in their investment choices. Since this was published in the fall season, it was only fitting to use a leaf motif.

NorthStar Wealth Management

In life as on the open sea you can experience smooth sailing or stormy weather. NorthStar provides a process that helps define a goal and maps a course to reach that financial destination. I designed a brochure and identity that drives this concept.

Intaglio Advisors

Intaglio Advisors is a long-term expert in the field of investing in financial documents. Intaglio is a family of printmaking techniques in which the image is incised into the surface of a printing plate. I designed an identity that incorporated artwork from currency printed with the intaglio process and the use of fonts that conveyed the era of historical documents.

The 2009 FA Insight
Study of Advisory Firms:
People and Pay

Based on the analysis of detailed survey results submitted by hundreds of firms, this report aims to guide business owners facing serious decisions about their people and pay. This 130-page report reflects the FA Insight brand and represents a week's worth of combining charts, text and design in a clean and direct way.

United Airlines Pilot Directed Account Plan Campaign

I designed this campaign which included a brochure, posters and a direct mail piece which was provided for United Airlines pilots to explain significant changes to their retirement plans.

Summer Picnic Invitation

Russell Investments created collateral for their associate events such as this direct-mail invitation to a family picnic. I designed this folded mailer that set the theme for this event.

Russell Pension Navigator

I created the packaging design for the direct mail launch and online tool interface.