From working as a part-time teller at a small family-owned bank to creating an independent consulting firm, the journey has followed a path of growth, incredible mentors, and numerous regulatory changes and challenges.

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A desire to provide compliance guidance and support customized to each client's needs while having the freedom and flexibility to travel, led to independent consultancy.  In 2011, as The Dodd-Frank Wall Street Reform and Consumer Protection Act [Dodd-Frank] was about to be implemented proved to be a boon to starting the business.   Growth came through network contacts and referrals.

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• ​"...very knowledgeable compliance resource whose strong skills span across the multitude of federal lending, deposit, and BSA banking regulations."  NS

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• "...has been an extremely valuable resource in providing Compliance related services to our Bank.  Regardless of the question posed (she) is very knowledgeable, thorough, and always quick to respond."  JB

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• "...one of the most knowledgeable, dedicated, and detail-oriented compliance experts I have ever had the pleasure of working with."  SR

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• "...could always count on (her) to come well-prepared, with the plan already laid out, all I had to do was pull together the rest of the team and execute it."  SR

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• "...a great resource, particularly on complex Regulation O issues."  DT