Vanguard Portfolio Builder
Providing educational content on the differences between three types of portfolios
I'm a content strategist and UX writer living in the Raleigh-Durham area of North Carolina. Since 2013 I've helped businesses plan and deliver online content that meets users' needs and supports key business objectives. My passion is creating helpful, engaging online user experiences by combining strategy, clear messaging and intuitive design.
I've had the privilege to work on many UX teams in large enterprise organizations with global audiences of millions. I've also helped one-man start-ups launch their online presence. The industries I'm experienced in are financial/investing and health insurance.
My expertise includes website content strategy and UX writing, content flows and apps for mobile and desktop, information architecture, creating personas and user research.
Please take a look at some projects I've worked on and samples of my work below.
Providing educational content on the differences between three types of portfolios
Adding the ability to link outside (non-Vanguard) accounts manually to Digital Advisor (an investment robo-advisor)
Building the Goals Optimizer tool to help clients determine their financial goals for retirement and other life milestones
Online banking hub that provides easy access to commonly used financial services and account information from a mobile device or desktop.
Landing page to drive awareness about health insurance plans with ACA subsidies
Providing Medicare shoppers with a more guided experience when choosing a new plan online