
SCBiz Staff // June 6, 2025//
Chief Compliance Officer
InvestiNet LLC
What are you most looking forward to in your new position?
I’m most excited about the opportunity to challenge the status quo — something that’s deeply embedded in our culture at InvestiNet. Compliance is a space that’s traditionally seen as rigid and complex, but I see that as an opportunity. With the rise of new technologies and better access to data, we have the chance to approach compliance in a smarter, more strategic way — one that’s not just about checking boxes, but about truly understanding trends and risks. I’ll also be leading and building a new team to support these efforts, which is something I’m especially passionate about. Helping people learn to think critically, grow their skills, and unlock their potential is at the heart of how I lead. There’s nothing more rewarding than developing talent while driving innovation.
What is the biggest challenge facing your industry right now?
One of the biggest challenges we’re facing is navigating an increasingly complex and fragmented regulatory environment. The Consumer Financial Protection Bureau (CFPB), our primary federal regulator, is undergoing significant changes, including staff turnover and shifting priorities. As a result, we’re seeing a rise in more aggressive and varied state-level regulations filling that gap. The pace of change — whether it’s new laws, interpretations, or enforcement trends — requires constant vigilance and adaptability. It’s not a challenge unique to my role; it’s something the entire industry is grappling with. Staying ahead means not only keeping up, but anticipating where regulation is going next and being ready to pivot when it does.
What was your first job, and what did you learn from it?
My parents instilled in me a strong work ethic early on, so as soon as I could, I wanted to earn my own money. My first job was at a local grocery store, and it was foundational in so many ways. I learned the basics — customer service, working efficiently under pressure, and managing money by balancing a till at the end of each shift. But what really stuck with me was how much a manager shapes the employee experience. We had different managers depending on the shift, and I paid close attention to how each one handled challenges. The way they communicated, resolved conflict, and supported the team made a real impact on morale and performance. It taught me that you can learn a lot from great leadership — but sometimes, you learn just as much from what not to do.
What is the best piece of advice you’ve ever heard?
You learn the most from your biggest mistakes. Real growth doesn’t come from getting everything right — it comes from being challenged, owning what went wrong, and learning from it. Early in my career, I made a mistake that I felt really disappointed about. Instead of focusing on what went wrong, my manager asked me two simple questions: “What did you learn from this?” and “What will you do to make sure it doesn’t happen again?” That moment stuck with me. It gave me the freedom to reflect, take accountability, and ultimately grow from the experience. I’ve carried that approach into my own leadership style. Today, I’ll often ask my team not only what they’ve learned from a misstep, but also how they can apply that learning to future projects. It turns setbacks into stepping stones — and that’s where real development happens.
What is something most people would be surprised to know about you?
Most people are surprised to learn that, at my core, I’m actually an introvert. I come across as outgoing and very comfortable in social settings, but it takes intentional energy for me to show up that way. I genuinely enjoy engaging with people, especially in meaningful conversations — but I need time alone to recharge, reflect, and process before I can fully step into that space. It’s not as effortless as it might seem. That balance between connection and solitude is something I’ve learned to manage over time, and it’s been key to sustaining both my energy and my effectiveness as a leader.








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