
M Financial National Advisors Conference
Elevating a High-Touch Event with Polished Design
The Challenge
Create a cohesive visual identity for M Financial’s most exclusive annual event
Design for top-performing advisors and executives in the high-net-worth financial space
Support three days of strategic conversations with branded visuals that feel elevated, timeless, and unified across print and digital
Ensure every touchpoint—from invites to on-site signage—reflected the event’s importance and M Financial’s values
The Approach
Developed the event logo and full visual system tailored to NAC’s tone: refined, strategic, and future-focused
Built an event-specific style guide to ensure consistency across all materials and teams
Delivered a suite of branded assets
The Results
Delivered a seamless, polished visual identity that elevated the attendee experience from first touch to final session
Reinforced M Financial’s reputation for excellence, exclusivity, and innovation
Helped set the tone for strategic alignment and meaningful connections across their national advisor network
Creative Lead and Designer
Skills Used:
Design Pitches & Presentations, Typography, Color Theory, Wayfinding, Print, Digital and Experiential Design, Adobe Photoshop, Illustrator, InDesign, Acrobat, Microsoft PPT
Deliverables:
Event logo and style guide
Email templates and outreach graphics
Postcards and pre-event communication
PowerPoint templates and custom slide graphics for speaker sessions
Elegant wayfinding and signage to support the in-person experience
NAC EVENT STYLE GUIDE
Event Web Site
Logo Design
Invites
Wayfinding & Signage
Presentation Design