Retirement & financial services
Participant decisions with deadlines, regulated money movement, and plan sponsors who answer for both.
The same work, seen from the role you are hiring for
Each focus page pulls the case studies most relevant to one kind of role, with a short note on why they belong together. Every case is also listed on the Work page.
Participant decisions with deadlines, regulated money movement, and plan sponsors who answer for both.
Clinical staff learning new systems, health-system clients, and workflows where errors reach patients.
Public employees, residents, and visitors who need a service to be clear the first time.
AI used inside real constraints, with human review on every output and a method others can pick up.
Let's talk
Open to Lead, Principal, and design leadership roles in retirement, financial services, and healthcare. Remote, hybrid, or in the Greater Hartford area. Email is the fastest way to reach me.