Who we are

The kind of firm we’d want to work with.

Human, relatable, and quietly self-assured.

We’re not a big firm with boilerplate answers. We’re a lean, specialized practice built on trust, clarity, and thoughtful execution.

We haven’t seen it all—but we’ve seen enough to know that the best work doesn’t come from templates. It comes from asking smart questions, listening closely, and showing up with strong coffee and stronger follow-through.

Whether we’re solving a complex issue, supporting a launch, or stepping into a leadership gap, we approach every engagement with humility, insight, and a real commitment to getting it right—together.

Meet the Founder

Behind every engagement is one point of contact—and one set of standards. Here's who's doing the work.

Founder & Principal

I built this practice on a simple idea: compliance should be thoughtful, effective, and human.

My background spans years of in-house experience at global investment firms, where I learned that compliance isn't just about policies—it’s about people, judgment, and timing. I’ve supported fund launches, led order management system integrations, stepped in during critical transitions, and worked alongside legal, risk, and operations teams to bring clarity to complexity.

This work isn’t about checking boxes. It’s about understanding the moving parts, asking the right questions, and creating solutions that hold up when things get real.

I don’t claim to have seen it all. But I’ve seen enough to know that good compliance is quiet, consistent, and built on trust. That’s what I bring to every engagement: clear thinking, honest communication, and steady partnership when and where it matters most.

No shortcuts. No posturing. Just strong coffee, sharp execution, and a commitment to doing the work right.