ROLE
Creative Director
ACCOUNTABILITIES
Brand Design
Web Design
Social Media Content
Print Collateral
Presentations and Webinars
Paid Advertising
Video
SUMMARY
Profectus Financial (and its wholesale-focused subsidiary, Gideon Advisers) is a small collective of highly specialized financial advisors helping clients in the Southern California area grow and maintain wealth with advanced strategies.
In 2017, Profectus Financial hired its first ever in-house creative professional with a goal of developing its established brand and building a new website that was specifically tailored to its target clientele - successful professionals. At the time, Gideon Advisers had virtually no branding and no website, which became a consistent secondary project alongside the bolstering of Profectus Financial. Brought on as a graphic designer, I quickly proved my worth and earned the title of Creative Director at Gideon Advisers within my first six months.
POWERPOINT
Decks and Webinars
Creating webinar presentations and content for a financial services firm required a balance of educational value and lead generation potential. Focus areas included designing visually engaging slides, incorporating clear and compelling messaging, and developing interactive elements to maintain attendee interest.
These webinars were highly successful, both as educational tools and as lead generators. The presentations received enthusiastic feedback from participants, who appreciated the informative and polished content. Additionally, the webinars proved to be effective ad campaign materials, attracting a significant number of high-quality leads.
ADOBE INDESIGN
Brochures and Pamphlets
Developing print materials for Profectus and Gideon was aimed at positioning them as thought leaders in advanced financial planning. These projects included creating full-length brochures and pamphlets designed to be clean, engaging, and informative.
The materials were crafted with a focus on clarity and visual appeal, incorporating sophisticated layouts, compelling infographics, and clear messaging to differentiate the company in a competitive market. These educational pieces were well-received, enhancing the brand’s reputation and solidifying its position as a leader in the industry.
ADOBE INDESIGN
Brochures and Pamphlets
Developing print materials for Profectus and Gideon was aimed at positioning them as thought leaders in advanced financial planning. These projects included creating full-length brochures and pamphlets designed to be clean, engaging, and informative.
The materials were crafted with a focus on clarity and visual appeal, incorporating sophisticated layouts, compelling infographics, and clear messaging to differentiate the company in a competitive market. These educational pieces were well-received, enhancing the brand’s reputation and solidifying its position as a leader in the industry.