✦ Selected portfolio

Work built at the intersection of strategy and execution.

Featured wealth-management case study

Rainier Wealth Partners

End-to-End Household Wealth Planning Engagement

A fictional high-net-worth engagement connecting discovery, planning analysis, portfolio strategy, account implementation, client communication, and ongoing monitoring.

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Editorial collage representing household wealth planning

Sales and client-experience systems

Consultative Sales Enablement System

Telecom and Consumer Banking

Redesigned frontline tools and workflows for discovery, financial conversations, product recommendations, onboarding, coaching, and performance measurement.

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Editorial collage representing consultative sales enablement