Senior Product Designer & UX Lead
I make complex financial and enterprise products clear, and lead the teams that build them. Over 15 years I have held design lead roles at Morgan Stanley, Protective Life, Canada Life, RBC and Export Development Canada.
Open to new roles, full-time or fractional.Email me
Results
- $43Mrevenue uplift, up 90%Canada Life
- 75%of clients understand their guarantee, up from about 30%Protective Life
- 93%of cited answers rated helpfulMorgan Stanley
- 8 monthsto ship the redesign, with a team of 13Protective Life
Selected work
Protective Life
Senior Design Lead · 2022 – 2025
Annuity products too complex to hold in your head.
Variable annuities, fixed annuities and withdrawal rules, explained to an advisor and their client in the same conversation. I led design for the advisor and client tools; owners managing their account online rose from about 35% to over 65%.
- UX Strategy
- Financial Services UX
- Design Systems
- Accessibility for 55+
- AI Product Design
Morgan Stanley
Senior Design Lead · 2020 – 2022
An assistant had to answer instantly, and know when to fetch a human.
Institutional research serving 150K+ clients, among them the world's largest asset managers. I led UX for the Research Portal and the AskResearch assistant, and built the design system that cut design-to-dev time by 35%.
- Product Strategy
- UX Strategy
- Conversational AI
- Design Systems
- Workshop Facilitation
Canada Life
Design Leader · 2018 – 2020
Members could see a balance, but not a retirement.
Workplace retirement plans for over 1.4 million members. I led the design team that rebuilt the apps around a retirement income goal, through the move to one Canada Life brand: a 75% rise in customer satisfaction and a 2020 WebAward.
- Design Thinking
- UX Research
- Workshop Facilitation
- Retirement Planning UX
- Design Systems
Ripplux
Founder & Product Designer · 2025 – present
Merchants could not tell which ad spend actually worked.
Ripplux is a live Shopify app that finds wasted ad spend on a merchant's own orders across Meta and Google, proposes the fix, and acts only when the merchant approves. I conceived, designed and launched it as a solo founder; so far it has measured $38,700 in savings across 20 stores.
- Founder
- Product Design
- Data Visualization
- Incrementality Testing
- Next.js
How I can help
- Lead design for a complex product, from research to launchResearch with users, the business, legal and compliance, then a team that ships. At Protective Life, reallocating a block of contracts went from 18–25 minutes to under 5.
- Build a design system that lastsTokens, components and governance that still hold in Figma and in code after launch. Built and governed Export Development Canada's system for a Salesforce rollout.
- Design AI features people can trustAnswers that cite their source, and a handoff to a person when a question outgrows them. Designed at Morgan Stanley, Protective Life and Ripplux.
- Fractional design leadershipFor teams without a design leader: set the direction, run the research and workshops, stand up the design system and coach the designers, part-time or for a set term.
Writing
- Consent is a design problemEvery organization I have worked in treats consent as a legal artifact. It is a state, it lives on a record, and it belongs on the screen where someone is about to act.“Compliance held by memory is compliance held by the most tired person on the team, at 4pm on a Friday.”Compliance
- Grey is an argument, not a stageWireframes are not a phase you pass through on the way to the real work. They are the cheapest place to be wrong about the only thing that is expensive to change.“Deciding structure while it is still cheap is most of the job. Everything after it is refinement.”Process
- The handoff is the productEveryone designing an assistant obsesses over the answer. The design problem worth solving is what happens at the edge of what it knows.“An answer without a source is a bug, not a style choice.”AI
Contact
Open to senior, lead and principal design roles, full-time or fractional.
Based in Ontario, Canada, on Eastern Time, and working remotely with US and Canadian teams since 2020. Currently building Ripplux, which finds wasted ad spend for Shopify merchants.