Laurie is a passionate advocate who is at the nexus of initiatives to increase financial literacy, make information transparent and accessible and improve outcomes for the millions of Americans saving for retirement. Laurie has over 25 years of experience in financial services. Her expertise is in financial decision-making, research, and managing large-scale, high impact projects. Laurie is a strategist with background in behavioral finance, qualitative research, product and ecosystem design, brand identity and positioning. Over her career she launched several companies, and was instrumental in launching the Behavioral Finance Forum.
Bill is the President and Founder of one of the most successful strategic design and branding firms in the country, having received more than 2,800 awards nationally and internationally for his work. Bill specializes in transforming difficult and complex concepts into simple, understandable and engaging design. Bill has been featured on CNN and CNBC, is the subject of a book released by Princeton Architectural Press entitled “I am almost always hungry”, has lectured extensively throughout the world and is in the permanent collections of the Cooper Hewitt National Design Museum, The Chicago Athenaeum Museum of architecture and design, The Library of Congress, the SF MOMA and others.
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