an update.
after fiddling around with it for the better part of two hours yesterday, i got the cage to where it would shift cleanly onto the big chainring but not at all to the lower.
i got fed up and called my shop. brought it in this morning. apparently the FD cage was bent which was leading to the overshifting/chain falling off towards the crank. strangely, i don't recall doing anything that could have led to this but regardless, it seemed to be a relatively simple fix and i was out the door in about 10 minutes.
that said, i do still have chain rub but at least the bike shifts properly from small to large and vice versa.