Atria

Services
Presentation lead/Digital/Social Media/
Marketing Materials/Print Collateral/Environmental signage
result
Internal corporate metrics indicates a sales increase/
Recently purchased by LPL
Info
Senior Designer — CUSO Financial
When CUSO Financial was acquired by Atria Wealth Management, I led the rebrand rollout across the entire organization.
A multi-department transition is messy. The risk is
inconsistency — every team interpreting the new brand in their own way. The solution was a toolkit: a comprehensive style guide paired with a suite of functioning templates for Office 365 and live events.
Modular, scalable, and easy to hand off. Individual teams could produce on-brand work
independently — without needing a designer in the room every time.
Editorial Excellence: Redesigning "The Edge"
I spearheaded the visual evolution of The Edge, CUSO’s quarterly magazine. My goal was to move the publication forward with a fresh, sophisticated aesthetic that signaled the brand’s new chapter under Atria. To create a cohesive reach, I developed a synchronized content system, pairing editorial layouts with custom social media assets to create a unified digital and print experience that drove reader engagement.
Services
Presentation lead/Digital/Social Media/
Marketing Materials/Print Collateral/Environmental signage
Result
Internal corporate metrics indicates a sales increase/
Recently purchased by LPL
20%
Info
Senior Designer — CUSO Financial
When CUSO Financial was acquired by Atria Wealth Management, I led the rebrand rollout across the entire organization.
A multi-department transition is messy. The risk is inconsistency — every team interpreting the new brand in their own way. The solution was a toolkit: a comprehensive style guide paired with a suite of functioning templates for Office 365 and live events.
Modular, scalable, and easy to hand off. Individual teams could produce on-brand work independently — without needing a designer in the room every time.
Editorial Excellence: Redesigning "The Edge"
I spearheaded the visual evolution of The Edge, CUSO’s quarterly magazine. My goal was to move the publication forward with a fresh, sophisticated aesthetic that signaled the brand’s new chapter under Atria. To create a cohesive reach, I developed a synchronized content system, pairing editorial layouts with custom social media assets to create a unified digital and print experience that drove reader engagement.







