Estate Planning Flowchart  →

Visualizing the estate planning documents into clear flowchart

The existing estate planning tool was limited to static tables and checklists, making it difficult for advisors to guide clients through legacy conversations. This revealed an opportunity to create a more intuitive, visual experience that supports storytelling and better client understanding.

The Estate Planning tool was shaped by advisor feedback and is notable for its intuitive and user-friendly interface. It is designed to significantly streamline the estate planning process and highlight critical estate planning outcomes, enhancing the experience for both advisors and clients.

Orion Wealth Management Portal App →

Allows clients to manage their wealths and collaborate with their advisors on hand

The client portal app is designed to provide clients with easy access to manage their wealth and collaborate with their advisors. This app offers a suite of tools necessary for wealth management, allowing for a seamless mobile experience for all financial and investment needs

As the lead designer for Orion’s mobile app, I helped shape an experience that empowers clients to understand, manage, and take action on their financial goals—anytime, anywhere. The app brings together powerful planning tools, real-time insights, and secure communication in a streamlined interface.

Simplify Client & Prospect Search →

Simplify the client and prospect search process

Advisors currently lack a method to distinguish between existing clients and prospects in their client lists

Implementing a filtering feature that distinguishes between current clients and prospects on the client list

Diamond Hedge →

Simplify the way people shop for diamonds

Diamond Hedge is a search engine for diamonds that enables comparison through augmented reality. The challenge is to enhance the diamond search experience to boost user engagement on the existing website and deliver a solution that improves overall usability.

Build a stress-free and engaging experience throughout buying the diamond ring process.

Shop WIBO →

An e-commerce platform for small business owners

WIBO is a private non-profit committed to supporting small business owners and budding entrepreneurs from underserved communities. Many WIBO entrepreneurs struggled to set up their e-commerce platforms due to lack of technical skills and guidance. This created an opportunity to design a simple, intuitive experience that empowers sellers to build and manage their online stores with confidence.

Build a seamless experience for WIBO alumni despite different levels of tech and e-commerce knowledges.