Role
Experience Lead + Product Designer
Launch
Aug 2024 + Ongoing ReleaseS
Involvement
Nov 2024 - Present
Strategic Contributions:
End-to-End Product Design
Strategic UX
role-Based Design
Wireframes
Scaleable Pattern Design
Prototyping
AI assisted Design Workflows
Information Architecture
Accessibility (WCAG Compliance)
Trust and Compliance Design
Cross-Functional Partnerships
Design Systems
Form Design
Dashboard Design
Role
Experience Lead + Product Designer
Launch
Aug 2024 + Ongoing ReleaseS
Involvement
Nov 2024 - Present
Strategic Contributions:
End-to-End Product Design
Strategic UX
role-Based Design
Wireframes
Scaleable Pattern Design
Prototyping
AI assisted Design Workflows
Information Architecture
Accessibility (WCAG Compliance)
Trust and Compliance Design
Cross-Functional Partnerships
Design Systems
Form Design
Dashboard Design
Role
Experience Lead + Product Designer
Launch
Aug 2024 + Ongoing ReleaseS
Involvement
Nov 2024 - Present
Strategic Contributions:
End-to-End Product Design
Strategic UX
role-Based Design
Wireframes
Scaleable Pattern Design
Prototyping
AI assisted Design Workflows
Information Architecture
Accessibility (WCAG Compliance)
Trust and Compliance Design
Cross-Functional Partnerships
Design Systems
Form Design
Dashboard Design
Role
Experience Lead + Product Designer
Launch
Aug 2024 + Ongoing ReleaseS
Involvement
Nov 2024 - Present
Strategic Contributions:
End-to-End Product Design
Strategic UX
role-Based Design
Wireframes
Scaleable Pattern Design
Prototyping
AI assisted Design Workflows
Information Architecture
Accessibility (WCAG Compliance)
Trust and Compliance Design
Cross-Functional Partnerships
Design Systems
Form Design
Dashboard Design
Role
Experience Lead + Product Designer
Launch
Aug 2024 + Ongoing ReleaseS
Involvement
Nov 2024 - Present
Strategic Contributions:
End-to-End Product Design
Strategic UX
role-Based Design
Wireframes
Scaleable Pattern Design
Prototyping
AI assisted Design Workflows
Information Architecture
Accessibility (WCAG Compliance)
Trust and Compliance Design
Cross-Functional Partnerships
Design Systems
Form Design
Dashboard Design
Manual processing via mail and fax often took weeks.
Replace slow analog cycles with a digital workflow that ensures rapid approvals.
Manual processing via mail and fax often took weeks.
Replace slow analog cycles with a digital workflow that ensures rapid approvals.
Manual processing via mail and fax often took weeks.
Replace slow analog cycles with a digital workflow that ensures rapid approvals.
Legacy workflows created a bottleneck that stalled business growth.
Establish a digital workflow that queues every task in the right order, so approvals move quickly.
Legacy workflows created a bottleneck that stalled business growth.
Establish a digital workflow that queues every task in the right order, so approvals move quickly.
Legacy workflows created a bottleneck that stalled business growth.
Establish a digital workflow that queues every task in the right order, so approvals move quickly.
Errors in paper forms led to high research overhead and long phone calls.
Build data integrity into the process with guardrails that catch mistakes before submission, lowering costs and increasing accuracy.
Errors in paper forms led to high research overhead and long phone calls.
Build data integrity into the process with guardrails that catch mistakes before submission, lowering costs and increasing accuracy.
Errors in paper forms led to high research overhead and long phone calls.
Build data integrity into the process with guardrails that catch mistakes before submission, lowering costs and increasing accuracy.
"The way we are working right now is just too slow. The constant back and forth to fix errors is exhausting. We are losing business because our TPAs and advisors are fed up with our outdated process.”
-
Internal customer service associate
"The way we are working right now is just too slow. The constant back and forth to fix errors is exhausting. We are losing business because our TPAs and advisors are fed up with our outdated process.”
-
Internal customer service associate
"The way we are working right now is just too slow. The constant back and forth to fix errors is exhausting. We are losing business because our TPAs and advisors are fed up with our outdated process.”
-
Internal customer service associate
All plan data moves into a clear online flow that keeps decisions short and straightforward.
All plan data moves into a clear online flow that keeps decisions short and straightforward.
All plan data moves into a clear online flow that keeps decisions short and straightforward.
A step-by-step interface with prompts and validations ensures nothing gets missed by showing one focused task at a time.
A step-by-step interface with prompts and validations ensures nothing gets missed by showing one focused task at a time.
A step-by-step interface with prompts and validations ensures nothing gets missed by showing one focused task at a time.
Dealer firm guidelines surface only when relevant, preventing ineligible selections before they happen.
Dealer firm guidelines surface only when relevant, preventing ineligible selections before they happen.
Dealer firm guidelines surface only when relevant, preventing ineligible selections before they happen.
Dashboards show each submission at every stage so advisors and TPAs always know what is happening.
Dashboards show each submission at every stage so advisors and TPAs always know what is happening.
Dashboards show each submission at every stage so advisors and TPAs always know what is happening.
Signatures return within hours because the most important actions stay within one click.
Signatures return within hours because the most important actions stay within one click.
Signatures return within hours because the most important actions stay within one click.
"The input process took less than 10 minutes, and we gathered every signature via DocuSign in under 3 hours. It was so much faster than the usual process of emailing forms back and forth for days!"
-
Early adopting financial professional
"The input process took less than 10 minutes, and we gathered every signature via DocuSign in under 3 hours. It was so much faster than the usual process of emailing forms back and forth for days!"
-
Early adopting financial professional
"The input process took less than 10 minutes, and we gathered every signature via DocuSign in under 3 hours. It was so much faster than the usual process of emailing forms back and forth for days!"
-
Early adopting financial professional
Pre-packaged plan types greet users first, helping people recognize the right option without memorizing details.
Pre-packaged plan types greet users first, helping people recognize the right option without memorizing details.
Pre-packaged plan types greet users first, helping people recognize the right option without memorizing details.
Templates reuse existing data sets, so teams have a dependable starting point for new plans.
Templates reuse existing data sets, so teams have a dependable starting point for new plans.
Templates reuse existing data sets, so teams have a dependable starting point for new plans.
Smarter logic enforces dealer firm specific practices to keep selections compliant.
Smarter logic enforces dealer firm specific practices to keep selections compliant.
Smarter logic enforces dealer firm specific practices to keep selections compliant.
Enhanced search, filter and sort capabilities, improved layout and labeling, tablet responsiveness, and accessibility upgrades were implemented.
Enhanced search, filter and sort capabilities, improved layout and labeling, tablet responsiveness, and accessibility upgrades were implemented.
Enhanced search, filter and sort capabilities, improved layout and labeling, tablet responsiveness, and accessibility upgrades were implemented.
Resend and cancellation controls keep users in charge of every envelope from the dashboard.
Resend and cancellation controls keep users in charge of every envelope from the dashboard.
Resend and cancellation controls keep users in charge of every envelope from the dashboard.
Aug
2024
-
Dec
2024
Of all plans requests submitted
Plans approved using Plan Manager
Initial adoption
Aug
2024
-
Dec
2024
Of all plans requests submitted
Plans approved through Plan Manager
Initial adoption
Aug
2024
-
Dec
2024
Of all plans requests submitted
Plans approved through Plan Manager
Initial adoption
Jan
2025
-
May
2025
Of all plans requests submitted
Plans approved using Plan Manager
Adoption growth from 25%
Jan
2025
-
May
2025
Of all plans requests submitted
Plans approved through Plan Manager
Adoption growth from 25%
Jan
2025
-
May
2025
Of all plans requests submitted
Plans approved through Plan Manager
Adoption growth from 25%
Jun
2024
-
Dec
2024
Of all plans requests submitted
Plans approved using Plan Manager
Adoption growth from 34%
Jun
2024
-
Dec
2024
Of all plans requests submitted
Plans approved through Plan Manager
Adoption growth from 34%
Jun
2024
-
Dec
2024
Of all plans requests submitted
Plans approved through Plan Manager
Adoption growth from 34%
Nov
2025
-
Jan
2026
Of all plans requests submitted
Plans approved using Plan Manager
Adoption growth from 48%
Nov
2025
-
Jan
2026
Of all plans requests submitted
Plans approved through Plan Manager
Adoption growth from 48%
Nov
2025
-
Jan
2026
Of all plans requests submitted
Plans approved through Plan Manager
Adoption growth from 48%
As ongoing maintenance features roll out, Plan Manager is positioned to become the primary channel for onboarding and servicing retirement plans, strengthening client value with every release. Continuous listening and iteration keep adoption high and business benefits tangible.
Continuous improvement driven by user research and direct feedback has been central to the product’s success. This commitment to iterative design has fueled higher adoption rates and delivered tangible business benefits that will sustain the platform for years to come.
As ongoing maintenance features roll out, Plan Manager is positioned to become the primary channel for onboarding and servicing retirement plans, strengthening client value with every release. Continuous listening and iteration keep adoption high and business benefits tangible.
Continuous improvement driven by user research and direct feedback has been central to the product’s success. This commitment to iterative design has fueled higher adoption rates and delivered tangible business benefits that will sustain the platform for years to come.
Stakeholders initially requested a literal digital copy of paper forms. To shift this mindset, I championed a focus on form best practices, securing buy in by educating the team and partners on four pillars:
Moving from linear analog flows to dynamic interaction dependencies.
Moving from linear analog flows to dynamic interaction dependencies.
Moving from linear analog flows to dynamic interaction dependencies.
Demonstrated that screen specific flows help users absorb information faster.
Demonstrated that screen specific flows help users absorb information faster.
Demonstrated that screen specific flows help users absorb information faster.
Anchored long form data entry in widely accepted form design practices so every field has a clear purpose.
Anchored long form data entry in widely accepted form design practices so every field has a clear purpose.
Anchored long form data entry in widely accepted form design practices so every field has a clear purpose.
Established post launch research cadences to ensure new feedback directly informs enhancements.
Established post launch research cadences to ensure new feedback directly informs enhancements.
Established post launch research cadences to ensure new feedback directly informs enhancements.
Against tight timelines, every component stayed future ready. By documenting patterns inside the design system, we created a shared library that lets new features slot in without disrupting the core experience. That foresight now speeds releases and keeps teams confident when the roadmap changes.