Client: WealthPlan Financial Group

Agency: Cambridge Source Marketing, Cambridge Investment Research, Inc.

Role: Designer

Overview: Designed two high-impact brochures for WealthPlan to communicate their value proposition and partnership models for bank execs and credit unions, translating complex offerings into accessible, executive-level messaging. Using their existing brand, I crafted a design that focused on clean layouts, refined typography, and a modern, professional aesthetic to create polished, credibility-driven materials tailored for a senior financial audience.