Each body of work is a ring — a period in time where my accumulated aptitude converged on a specific challenge or creative pursuit.
AI EnablementChange ManagementProgram Design
AI Enablement & Workforce Transformation
Municipal Government · 2024–Present
Deploying AI tools at scale across a workforce that didn't ask for them. The question was never which tools — it was how to make adoption feel like capability, not compliance.
In progress
Motion DesignVisual CommunicationInteractive Media
Multimedia & Motion Design: An Era
Multiple Clients · 1998–2008
Before eLearning had a name. Before the tools were forgiving. A decade of print, motion, and interactive work that built the visual instincts everything after it depended on.
Coming soon
Web DevelopmentUI/UX DesignSystems Architecture
Web Application Design & Development
Enterprise Clients · 2005–2015
The decade when the artist learned to engineer. Design systems, application architecture, and the slow realization that the most elegant UX decisions are invisible to the people they serve.
Coming soon
Clifton Strengths — All 34, per Gallup
How I’m wired
Executing
4Achiever
9Consistency
10Focus
14Responsibility
20Restorative
22Belief
25Arranger
26Discipline
28Deliberative
Influencing
2Communication
8Significance
15Woo
16Competition
17Maximizer
20Activator
21Self-Assurance
30Command
Relationship Building
1Adaptability
3Empathy
5Harmony
6Includer
7Positivity
13Relator
18Developer
19Connectedness
34Individualization
Strategic Thinking
11Strategic
12Learner
23Context
24Futuristic
28Ideation
31Input
32Analytical
33Intellection
Case Study
Digital Learning Transformation & Adoption
A platform migration that couldn't pause for confidence to catch up.
Charles Schwab Advisor Services · 2018–2021
About this exhibit
Depth of Detail
The narrative and content exhibited here represent just a portion of the completed work — intended to provide an overview of the initiative's scope and approach.
What's in a Name
Like all evolving technology initiatives, Marketing evolved the name and brand frequently. Several variations may appear throughout the content exhibits on this page.
Exhibited Content
Exhibits are second-generation. Corporate branding has been obscured. Any information displayed is immaterial. Original quality exceeded what's shown here.
01The Problem
You build a practice inside a platform over years. Every workflow path becomes reflexive — client accounts, transaction records, reporting structures — until the software stops being software and becomes the medium through which you serve people, maintain fiduciary obligation, run a business. Then the platform changes — not as a feature update, but as a reorganization of how an advisory practice operates. And what was second nature becomes friction, and friction at that scale becomes something closer to crisis.
These were experienced financial advisors, not technology resisters. They knew how to learn. What they didn't have was a support architecture designed to carry them through transformation while still functioning at the level their clients required.
The phrase that surfaced in early discovery was direct: dropped off a cliff. The transition wasn't waiting for their confidence to catch up. That gap is where this project began.
02The Scope
Fifteen hundred RIA firms annually. Each one an independent advisory practice with its own staff, its own workflows, and its own clients who expected continuity regardless of what was happening on the platform side.
The scope wasn't defined by the number of firms. It was defined by what each firm needed to do while it was happening — keep serving clients, maintain compliance, move money, manage accounts — inside a system they were still learning, on a timeline that didn't pause for their confidence to catch up. Digital transformation at that scale isn't a rollout. It's a sustained operational condition.
Three years. Thirteen months of that to go from discovery to launch — identifying the problem, scoping the architecture, and getting the first firms through. The rest was iteration: refining the UX, tightening the content, hardening what the data confirmed worked. Five simultaneous roles. One through-line: the firms on the other side of this transition had to arrive there functional, not just trained.
Technical Program Director
Strategically planned and implemented the Cornerstone OnDemand LMS, integrating supporting HRIS systems with an eye on scalability and seamless integration.
Innovation & Content Strategy Lead
Crafted a dual-channel learning strategy merging micro-learning with multimedia resources, enhancing engagement and flexibility for learners.
Technical & UX Architect
Built and launched a user-centric learning environment, prioritizing accessibility and user satisfaction through intuitive digital interfaces. WCAG 2.1 AA compliance throughout.
Multimedia Production Director
Directed the production of multimedia learning materials and personally executed content creation across the full production stack — blending strategic oversight with direct, hands-on development and deployment.
Team Development Coordinator
Led professional growth and team efficiency initiatives, fostering a culture of continuous improvement and strategic mentorship.
Content Exhibit
Socializing the Strategy
Before the first micro-learning module was built, the strategy itself needed an audience. This video was produced to communicate the learner engagement approach to a broad range of stakeholders and business partners — an in-house production whose quality, as much as its content, made the case that professional digital video lived within the team's capability. Producing it was proof of concept.
My Role
Storyboarding
Audio/soundtrack production
Motion graphic sequences
Video composition and editing
Encoding and deployment
Tools
Adobe Audition
Adobe Photoshop · Illustrator
Adobe After Effects
Adobe Premiere Pro
Adobe Media Encoder
Accessibility
Interactive transcript, PDF-based transcript, and closed captioning originally provided through video hosting platform.
03The Learner
The persona work started with a question that most platform migrations don't ask: what does this person's day actually look like, and where does the new system interrupt it?
The RIA advisor wasn't a technology resister. They were a relationship professional whose credibility with clients depended on operational fluency — the ability to execute requests accurately, quickly, and without visible friction. A fumbled account transfer or a delayed document submission wasn't a minor inconvenience. It was a trust event.
Advisor Firm Principals
Leads digital learning initiatives for the firm
Ensures access to tailored resources
Aims to improve operational efficiency and client satisfaction
Advisor Firm Staff
Embraces digital platforms for skill enhancement
Committed to continuous learning and adaptation
Improves efficiency and client service through digital transformation
Operations Support
Focuses on streamlining operations through digital learning
Advocates for continuous improvement
Dedicated to adopting innovative processes for efficiency
What the persona work surfaced, and what shaped every content and delivery decision that followed: the advisors weren't asking to be trained. They were asking to stop feeling lost. Those are different problems, and they require different solutions.
04The System
The Premise
Holistic Learning Ecosystem
The solution wasn't a training program. It was a learning ecosystem — designed from the learner outward, not from the platform inward. A comprehensive environment enriched with multimedia resources, delivered across two channels, and built to meet each learner at the moment of need — whatever that moment looked like for them.
Channel 1
Self-Directed Learning Pathways
A curated library inside the LMS: micro-learning modules mapped to specific workflow functions, sequenced to match adoption milestones, and built short enough to fit inside the actual workday of an advisory practice. Not courses. Capabilities — each one addressable at the moment of need.
Role-Tailored
Specific to individual job functions
Enhances skills and career progression
Focuses on essential knowledge per position
Supports individual and organizational growth
Self-Select / On-Demand
Learners choose their own courses and materials
Supports individualized schedules and styles
Enables knowledge pursuit at one's own pace
Adaptive Learning
Personalizes experience by performance and behavior
Adjusts content, pace, and pathway individually
Utilizes adaptive learning technologies
Instructional Videos
Short instructional videos — like this one showing advisors how to customize client account views — simplified complex concepts for quick learning, boosting retention and immediate application in the actual workflow.
My Role
Storyboarding
Audio/soundtrack production
Motion graphic sequences
Video composition and editing
Encoding and deployment
Tools
Adobe Audition
Adobe Photoshop · Illustrator
Adobe After Effects
Adobe Premiere Pro
Adobe Media Encoder
Accessibility
Interactive transcript, PDF-based transcript, and closed captioning originally provided through video hosting platform.
Digital Job Aids
Concise, on-the-spot guidance available exactly when and where it's needed — enabling continuous learning and immediate application of new knowledge in daily tasks.
Content logically ordered. Alt text for images. Minimum color contrast ratios for text. Screen reader compliant.
Channel 2
Blended Learning Experiences
The second channel was live. Transition Managers facilitated guided sessions with firm leadership using the platform itself as the demonstration surface — not slides, not simulations, but the actual operating environment. A knowledge management framework organized content for self-guided reinforcement while instructor-led sessions added interactive depth. The two tracks reinforced each other in sequence: facilitated sessions created orientation; the micro-learning library gave that orientation somewhere to go.
Service Guide — A knowledge management framework centralizes educational content, enabling efficient, personalized access at any scale.
ILT Calendar — Instructor-led sessions provide expert guidance and structured learning, transforming abstract concepts into practical applications.
05The Evidence
The firms arrived functional.
50%
LMS Adoption Lift
30%
Platform Adoption Lift
25%
Navigation Time Reduction
These numbers matter because of what they're measuring. LMS adoption is a proxy for whether people trusted the learning environment enough to return to it. Platform adoption is a proxy for whether the transition actually took. Navigation time is a proxy for whether the design put users where they needed to be. All three moved in the right direction because the architecture addressed the right problem — not how to deliver training, but how to restore operational fluency under conditions that were actively disrupting it.
The work took three years. The outcomes held.
Assessment & Communication
Quarterly Evaluation
Measurement wasn't the endpoint — communication was. This video demonstrates how the team used generative AI to socialize the effectiveness of the learning strategy with a broad-based audience across digital channels on a quarterly basis. The outcome data mattered. The ability to transmit that story at scale mattered equally.
Quarterly Evaluation
Content Exhibit · Video
My Role
Generative AI storyboarding
Audio/soundtrack production
Graphic asset generation
Tools
Adobe Audition
Adobe Photoshop · Illustrator
Lumen5
Accessibility
Interactive transcript, PDF-based transcript, and closed captioning originally provided through video hosting platform.
06The Craft
Every asset was built in-house. The visual language was designed to feel native to the platform environment rather than imported from a generic instructional design template — because learners who perceive a gap between their training materials and their actual tools are being told, implicitly, that the two worlds don't fully connect. That gap has a cost.
The craft was in service of the confidence. That was always the point.
UX/UI Design
Customizing the User Experience
Empathy at the core of the UX strategy provided a bridge to learners — giving them confidence and competence in navigating the new digital landscape. Clear, purposeful, empathetic UI. Every interface decision answered a single question: what does this person need to accomplish right now, and how do we remove every obstacle between them and that outcome.
Advisor University Home Page
Learning Strategy — View 1
Learning Strategy — View 2
Learning Strategy — View 3
My Role
Product design
Front-end development
Technical implementation
Tools
Figma
Adobe Photoshop · Illustrator
Adobe Dreamweaver
LAMP Web Architecture (sandbox)
Approach
Designed an intuitive, user-centric interface directly addressing the concern of feeling unsupported during platform transition. A suite of HTML/CSS/JS page template components enabled rapid LMS page development with pre-designed content blocks — ensuring consistency and efficiency across the full learning environment.
Content Production
Crafting a Module
Storyboarding is vital in micro-learning production — acting as the visual plan that organizes content and interactions, aligns designers and stakeholders on objectives early, and streamlines development by reducing revisions downstream. The storyboard was where the learning intention became a production specification.
