The projects presented in this section have been created during my time as a graphic designer at Kaleido Creative Studio. Projects include brand identity development, web design, lead magnet campaigns (e.g., ebooks), newsletter design for print and web, and custom financial reports.
The 102-page publication shown in the images above was done for one of the agency’s biggest clients. What you see in the images are mockups of what the final report looked like. The colors, fonts, logos, and content have been replaced to honor the confidentiality agreement signed between the client and the agency. For this project, I had the task of laying out the content and creating all the charts and graphs to visually represent the data provided by the client. The report was the result of a study conducted by the client and was published and distributed during their annual conference.
In 2019, I worked on the redesign of HC Financial Advisors’ quarterly newsletter. The objective of this project was to create a template that could be used to produce all future iterations of the newsletter, which needed to reflect the company’s newly designed brand identity. The newsletter was distributed by mail and electronically, so the final product needed to be print-ready and downloadable as a pdf, which can be seen here.
BGM Wealth Partners had a new initiative called the Wealth Builder Program, which aimed to reach families and young individuals looking to build their wealth. In collaboration with the creative director and the copywriter at Kaleido, I was tasked to design an informational 12-page brochure that spoke to a younger audience and served as a printed handout or a downloadable pdf on their website.
What you see in the two images above are design mockups of what the investment reports look like. The colors, fonts, logos, data, and content have been replaced to honor the confidentiality agreement signed between the client and the agency.
This ebook was designed in 2021 for a lead magnet campaign for Quantum Financial Planning. The target audience for this campaign was top producing realtors and the ebook provides information on how they can manage their variable income. The goal of this campaign was to position Quantum Financial Planning as an expert in the top-producing realtors' niche while at the same time providing a way to get prospects to learn more about the services offered by Quantum. The latter was accomplished by getting people who downloaded the ebook to schedule a meeting with an advisor at Quantum.
Starting in 2017, The Quarterly has been Clayton Wealth Partners’ quarterly newsletter. In 2019, we were asked to redesign their newsletter. As the graphic designer in charge of this project, my main challenge was to keep all the content in 4 pages so that the newsletter could be printed and distributed as a 4-page bifold brochure. Until this day, all new iterations of The Quarterly are designed using the 2019 redesign as a base template. The sample shown corresponds to the first quarter of 2022.
Highland Financial Advisors is an advisory firm located in New Jersey. In 2016, one of the first projects that Kaleido did for Highland was to design its logo and establish its brand guidelines. I was assigned this task and, throughout this project, collaborated with the creative director at Kaleido and the decision-makers at Highland. After designing the new logo, I worked on their stationery, including the company’s business cards, and printed marketing materials. Then, we helped them redesign their website and worked on other projects where their brand identity is prominently displayed.